Overview #
This guide explains how to customize the Customer Portal in the Easy Subscriptions app to provide a seamless and branded experience for your customers. By enabling or restricting key features, you can empower customers to manage their subscriptions—including pausing, resuming, skipping, or canceling—directly from their account dashboard.
Configuring these subscription settings gives merchants greater control over how subscriptions are handled and improves customer satisfaction through self-service tools.
Step-by-Step: How to Configure Customer Portal Settings #
- Access the Easy Subscriptions App:
Log in to your Shopify dashboard. Go to Apps → Easy Subscriptions. - Navigate to Settings:
From the Easy Subscriptions dashboard, click on Settings in the sidebar menu. - Open Customer Portal Settings:
Inside the Settings section, locate the Customer Portal tab to access your customization options. - Configure Customer Subscription Controls:
Enable or disable the following customer-facing subscription actions:- Pause and Resume Subscriptions: Toggle ON to allow customers to temporarily pause and later restart their subscription.
- Cancel Subscriptions: Toggle ON to let customers cancel subscriptions themselves. You can also:
- Set a Minimum Order Requirement: Define how many recurring orders must be completed before a cancellation is permitted (e.g., set to 0 if no minimum is required).
- Skip Next Order: Toggle ON to allow customers to skip their upcoming scheduled delivery or billing cycle.
- Save Changes:
After selecting the options that match your store’s subscription policy, click Save to apply the changes.
Summary #
The Customer Portal customization tools in Easy Subscriptions give you full control over what actions your subscribers can take. From pausing to canceling and skipping orders, you can create the ideal balance between customer flexibility and subscription retention strategies.
Need help configuring advanced subscription behavior? Reach out to our support team anytime.
