Your Customer Portal is where customers manage their own subscriptions: they can skip, pause, swap products, change frequency, and update details without contacting you. This guide walks you through choosing a portal type and setting it up.

Choose how your customers will manage their subscriptions. You make this choice in the Customer portal step of Setup readiness on your Appstle dashboard. You can change this later in Customer Portal settings.

The Customer portal step in Setup readiness, with Classic Customer Portal (Recommended) and Portal styling options.

There are two portal types:

When you select Classic Customer Portal, choose a Portal styling:

Click Set up the Classic Customer Portal under the Classic option to see the setup details:

Below these, the Portal URL box shows your portal address, which follows this pattern:

https://your-store.myshopify.com/apps/subscriptions

Two buttons sit under the Portal URL box:

Here's what that looks like:

Set up the Classic Customer Portal: the three setup bullets, the Portal URL box, and the Open theme editor and Open portal settings buttons.

For details on placing and styling the button, see Manage Subscription Button.

Click Open portal settings to open the Customer Portal page, where you customize the look, feel, and functionality of your portal. It has these tabs:

Here's what that looks like:

The Customer Portal settings page and its tabs.

If you choose the Shopify Extension Customer Portal, Appstle asks you to confirm with Change portal type?. Click Confirm. Customers will then manage subscriptions inside their Shopify account using the portal blocks.

Step 1. In your Shopify admin, go to Settings → Customer accounts.

Step 2. Under Configurations, click Customize.

Here's what that looks like:

Settings → Customer accounts, with the Customize button under Configurations.

Step 3. Shopify opens your checkout and accounts settings. Click Edit to open the editor.

Here's what that looks like:

Click Edit to open the checkout and customer accounts editor.

Step 4. Use the page dropdown at the top to move between pages. Under Customer accounts you'll see Shopify pages (Sign-in, Orders, Order status, Profile) and the Appstle pages, such as Subscription management.

Here's what that looks like:

The page dropdown in the editor: Shopify pages and the Appstle subscription pages are listed under Customer accounts.

Step 5. Open the Apps tab in the left rail. Under Appstle Subscription → Customer Portal you'll find 8 blocks: Manage Subscription Button, Subscription Detail, Subscription management, Edit Subscription, Upcoming and Past Order details, Subscription Product Update, Subscription Bundle, and Subscription Quick Action.

Here's what that looks like:

Apps tab: the Appstle Subscription Customer Portal blocks.

The Added tab lists each block and the page it was added to.

Step 6. Add each block. When you add a block, Shopify asks where to add it. For Subscription management, use Accounts (shown on the block). For Manage Subscription Button, choose Profile, Orders, or Order status from the Add to prompt.

Here's what that looks like:

The Add to prompt for the Manage Subscription Button: Profile, Orders, or Order status.

Open the Subscription management page in the editor. Shopify shows: “To give customers access to this page, create a new menu for Store default or add this page to the existing menu.” Click Create menu or Add to menu. Save your changes in the editor.

The Subscription management page in the editor, with the Appstle block in place.

Chat with us using the live chat in the Appstle app, or email [email protected].