Customer Portal v2 Settings

Note

This article applies to Customer Portal v2 (CPv2). If you're using Customer Portal v3 (CPv3), refer to our help docs here for the most up-to-date guides and instructions.

You can adjust how customers interact with their subscriptions in their customer portal by configuring options in the Customer Portal > Portal settings tab of your Skio dashboard. Learn more in our Customer Portal Walkthrough help doc.

Portal display settings

• Navigate between Portal Settings and Loyalty Settings. You're currently viewing the Portal Settings panel where you can adjust the visual and functional setup of the customer portal.

• Customize the customer portal with a branded banner shown at the top of the page.
   

  • Banner Image URL (optional): Input field for the banner image.

  • Banner Image Link: Optional URL for where the user is taken when they click the banner.
     

    

• Enable this setting to automatically detect the customer’s preferred language based on their browser and display content in that language.
   

  • Enable language detection: Toggle on/off.

  • If disabled, the portal will only display in the language set via URL parameters.

• Manually set the calendar language for the portal.
   

  • Supported languages: fr (French) and es (Spanish).

  • Defaults to en-us (English) if left blank.

  • This setting is overridden by the customer's locale if translations are enabled.

  • Select a language: Dropdown selector for choosing the calendar language.

• Click this button to preview how the customer portal will look with your current configuration settings.

• Click Publish changes to save and apply your updates to the live customer portal experience.

Customize available actions

Determine which actions customers can take on their subscriptions. You can enable or disable each action and drag to reorder how they appear in the portal.

1. Skip: Allows customers to skip their upcoming order based on a defined interval.

2. Next order date: Lets customers modify the date of their next order.

3. Edit products: Enables customers to change product variants and quantities in their subscription.

4. Get now: Lets customers immediately process their upcoming order.

5. Edit frequency: Allows customers to change how often their subscription recurs.

6. Apply discount: Enables customers to apply a discount to their current subscription.

7. Split: Allows customers to split their subscription into separate orders.

8. Cancel: Lets customers cancel their subscription.

9. Pause: Allows customers to temporarily pause their subscription.

10. Merge: Enables customers to combine multiple subscriptions into one.

Actions inside the "More" menu

Action 5-10 are grouped under the More action menu that appears in the customer portal:

Portal behavior settings

• Limit next billing date for subscription: If this field is filled, you can limit how far into the future (in days) a customer can reschedule their next subscription billing date.

• Set required days before cancellation permitted: If this field is filled, customers won’t be able to cancel their subscription until the specified number of days has passed since they created it. Note: This setting does not apply to California subscribers.

Advanced subscription behavior

These settings control additional ways customers can manage, split, or modify their subscriptions directly in the portal.

• Enable quantity editing: Allow customers to adjust the quantity of existing products in their subscriptions.
  Note: This setting is only available for Customer Portal V2.

• Allow split with volume discount: Allow customers to split subscriptions even when volume discounts are applied. By default, the split action is hidden for subscriptions with discounts.

• Enable gift on skip: Let customers gift their upcoming order instead of skipping it.

• Allow skip for next order (Beta): Let customers skip individual products in their upcoming order. Skipped products are automatically re-added in the following cycle.

• Enable in-portal payment management: Allow customers to update their payment methods for subscriptions directly in the portal, without leaving your store.

• Allow in-portal backup payment method management: Let customers manage their backup payment method in the portal.

• Enable custom interval: Allow customers to set a custom billing or delivery interval for their subscription.

Skip and pause configuration

• Customize skip options: Create variations in the skip options available to customers. You can choose between relative or absolute skip intervals. Relative options are based on a multiplier of the subscription’s billing interval. You can add up to 3 custom skip options.

• Customize temporary pause options: Create variations in the pause options available to customers. You can enable the pause option in the customer dashboard and choose whether pauses are indefinite or temporary.

Subscription Card & Banner Configuration

• Show Customer Portal subscription banners: Display a banner on the subscription card to notify customers about upcoming gifts or discounts from Surprise and Delight or Volume Discounts.

• Show saved dollar amount by subscribing: Display the amount saved by the customer through their subscription, shown in the subscription card.

• Show order tracking: Show a tracking button that links to the shipping carrier’s page for each order.

• Show tax and duties: Append “tax and duties” to the displayed shipping price.

• Show delivery price: Show the delivery price in each subscription card.

• Show "discount applied" chips: Display active discounts (if any) with the option to remove them. Only available on Customer Portal V2.

• Always show one-time upsell cards: Display one-time product upsell cards in the portal regardless of customer behavior.

• Show out of stock items: Display the out-of-stock UI when a product is unavailable. Only works if your inventory policy is set to “Only order items in stock.” You can also set how many days before the next billing date this UI appears.
   

Portal footer and drawer customization

• Customize footer text: Add a line of text to display in the footer of the customer portal.

• Add custom button: Add a button to the header of the portal, useful for linking to referral programs, loyalty programs, or external pages. You can customize the button label, destination URL, and whether it opens in the same tab.

• Add custom greeting: Display a personalized greeting on the orders page. Supports variables like {{first_name}} and {{last_name}}. You can choose to show this greeting in either the order history or the subscription view.

• Expand right-hand drawer: Automatically expand the Edit products and Manage products drawers to cover any existing header space in the customer portal.

Customer Portal appearance

Set the colors used throughout your customer portal to align with your brand. These changes apply to headings, buttons, badges, tags, and Quick Actions.

Available color settings

• Heading color

• Text color

• Button background color

• Button text color

• Badge background color

• Badge text color

• Tag background color

• Tag text color

• Anchor text color

• Accent text color

• Quick Actions accent color (non-white only)

Typography

Choose the font weights used for headings and body text in your portal.

• Heading weight

• Text weight

Borders

Adjust the border radius and width to control the shape and styling of UI components in your portal. Border settings include:

• Card border width

• Card border radius

• Button border radius

• Tag border radius

• Radio button border radius

Upsell carousel refresh time

Control how often the upsell carousel auto-rotates to the next slide. A shorter interval increases visibility of more offers but may reduce interaction time per slide.

Advanced customer portal customization

Test emails

You can assign test emails to preview changes (like custom blocks or CSS) before publishing them globally.

• If no test emails are set, all custom code changes will be live for all customers.

• To restrict visibility to just test users, add at least one test email.

Custom Block

Add a custom embedded block of HTML or JavaScript at the top of your Customer Portal. This is useful for inserting banners, notices, embedded widgets, or tracking scripts.

Only include safe, tested code. Errors in this block can impact the entire customer portal experience.

CSS

Apply custom styling globally across all customer portal pages using CSS. Paste any valid CSS to override default styles or add new ones.

How do I add custom code above or below the Skio Login or Customer Portal?

The Skio Login and Customer Portal pages are rendered using the {{ content_for_layout }} Liquid variable in your Shopify theme’s layout/theme.liquid file. To insert custom elements like banners, scripts, or styles, on Skio-specific pages only, you can use conditional Liquid logic.

Place the following block before or after the {{ content_for_layout }} variable in your theme.liquid layout:

{% if request.path contains '/a/account' %}
  
{% endif %}

This targets all Skio Login and Customer Portal URLs (/a/account) so your code only runs on those pages.

Use this to inject custom CSS, JS, announcements, or layout adjustments without affecting other storefront pages.