Customer Subscription Portal

Overview 

The subscription portal is the go-to page for customers using the subscription service.  The portal is where customers can check details on their order, add/remove items, skip orders, change their free item, cancel their subscription service, and more!! 

📖 Subscription Portal Page Overview

The Subscription Portal Page is the central hub where your subscription customers can view and manage all details related to their upcoming deliveries, giving them flexibility and control over their subscription experience.

📌 Key Features and Functions

🎛️ Accessing the Subscription Portal

• Customers gain access after placing their first subscription order.

• The portal link appears in their account menu (default label is Subscribe & Save, but you can rename it to match your program’s branding).

• You can also link directly to the portal from transactional emails.

📅 Managing Upcoming Deliveries

• View next delivery or pickup date.

• See how long they have to make changes before the order finalizes.

• Check their subscription reorder frequency.

🚫 Skipping Deliveries (Optional)

• If enabled, customers can skip upcoming deliveries if needed (e.g. their freezer is full).

• Skipped orders move to canceled status, and inventory is released automatically.

• The next scheduled order will appear based on their reorder frequency.

🛒 Order Details and Updates

• See the upcoming order total, including any per-weight items (useful for meat, produce, etc.).

• View subscription savings and any free item incentives offered.

• Customers can change their free item (if applicable) — updates reflect on the order instantly.

• Remove items directly from the order or use the link to shop the store and add items.

❌ Canceling a Subscription

• Simple cancel subscription button with confirmation.

• Upcoming, unfinalized orders will be canceled automatically.

• Orders past the change deadline day won’t be canceled as they’re already being processed or fulfilled.

📲 Subscription Status and Site Integration

• The order status bar updates to show the next delivery date and links back to the portal.

• In the shopping cart, checkout buttons are removed for subscribers, with the delivery date and a link to the portal clearly displayed.

Order Skipping 

The details section of the subscription portal is where customers can see their delivery date, deadline date, re-order frequency, and order skipping options. Order skipping allows the customer to skip their next subscription order. Once an order is skipped, it is then moved to the cancellation status and any inventory items that were confirmed will be moved back into inventory.  This can be used for cases where a customer may be out of town or doesn't have enough freezer space for their next order. 

Free Items + Adding Items

On the right side of the page, the customer will have access to their current shopping cart. They can make updates to their free item by clicking the 'Change' button where a pop-up will appear with different free items to choose from. The customer will also be able to add items to their cart by choosing the 'Add Items to Subscription' button. When doing this, it will take the customer back to the store to add items.

In-Transit Banner 

The In-Transit banner is a red notification banner that informs their next order is in transit. When this banner appears, the order cannot be altered as it may be in transit.  

Cancellation

With a few clicks, the customer can cancel their subscription order at the bottom of the page. This will stop all future subscription orders and revert them back to one-time ordering.