Customer Portal

The Customer Portal is a customer-facing website that allows your customers to view, manage and cancel their orders.

Using the portal, your customers can:

• View their order history
• View their active subscriptions
• View their upcoming payments
• View their payment history
• Update their payment method
• Cancel their subscriptions
• Download their invoices

Setting up your Customer Portal

To set up your Customer Portal, navigate to Settings > Customer Portal in the CheckoutJoy dashboard and select the "Create Customer Portal" option.

• Enter a Name for your customer portal.
• Select the custom domain where your portal will be available - your portal is hosted on https://<your-custom-domain>/customers.
• Upload your logo - this is displayed on the customer login screen and their dashboard.

How to access your Customer Portal

Your customer portal is hosted on your custom domain under /customers

For example, if your custom domain is https://store.my-cources.com, then your customer portal is available at https://store.my-cources.com/customers

How does it work?

The Customer Portal allows your customers to manage their orders and download their invoices themselves.

Existing customers that have bought your products can log into the portal using the email address associated with their orders.

Once logged in, they can view and manage their current orders.

Authentication

Customers are authenticated using the email address used at checkout.

They don't have to create another account with username and password, authentication is done via a Magic Email Link. This means that a login link is sent to their email address, and using that link they can log into the dashboard.

Once they're logged in, they can view their order history, manage their subscriptions, and download their invoices.

Features per Processor