What is the Customer Portal?
Spiffy gives you the ability to let your customers update their billing for their active 'Subscriptions' and 'Payment Plans', If you give your customers access to the 'Customer Portal'. They can even manage/cancel their 'Subscription' through the portal.
Customers that have a subscription will also have access to their past subscription invoices from within the customer portal, if they used a card processed through Stripe. If your customer has a subscription and pays via PayPal, they can find their invoices from within their PayPal account.
In the quick video above, we will share an overview of the 'Custom Portal' where your customers can manage and update their subscriptions, payment plans and billing. It will also cover how to use 'Magic Links' to give your customers the ability to access the portal.
Your account's 'Customer Portal' link that you can share with your customers (through automation or manually) is located in the 'Domain' section of your Spiffy account settings.
When your customer accesses your Spiffy account's 'Customer Portal Link', they will enter their email address that they used on their order to receive a secure "Magic Link" via email that will automatically log them into their customer portal, when clicked.
Once they receive the email and click on the link, they can add a new card and manage their active subscriptions.
NOTE: If your customer accesses the portal to update their billing for a past due 'Subscription' or 'Payment Plan' Payment, Spiffy will automatically attempt to charge the outstanding payment to the new card on file.
Any future payments will charge to the new card on file.
If you have any questions, we're always here to help! Just send us a note at Support@Spiffy.co