Customer Portal Walkthrough

Outline:

• Overview
• Customer Portal Actions

Overview

• The customer portal is the main way a subscriber will manage their subscription
• Once a subscriber has logged in once, Skio will keep them logged in on that device which makes it easier to manage their subscription in the future
• Most subscribers will log into Skio with our passwordless login feature
  • When a subscriber types in their email address, they will be sent a 4 digit 2FA code to their email as well as texted this code to their phone number on file (if they have one)
• Skio will automatically create and activate a Skio account once a subscriber checkouts (say goodbye to account activation complaints from frustrated subscribers!) 
  • Note: this does not replace or create the Shopify customer accounts and only works if Skio login is active and the customer is using the same email for their subscription and Shopify customer account 

Customer Portal Actions

Order History

The Order History will show all customer orders, including non subscription orders. 

Logging In

Customer will log in to the customer portal from the login page.

Skip Order

Click "Skip" and select the appropriate action from the drop down menu.

Get Now

Click "Get Now" to process your next upcoming order immediately

Change Next Order Date

Choose "Next Order Date" and select the date

Updating Payment Method

Choose "Edit Billing" and select the appropriate payment method or add new card

Adding Products to a Subscription

Choose "Edit Products" and select the products you wish to add your subscription. Ensure frequency is set to "subscription." 

Adding 1-time Products to the Next Order

Choose "Edit Products" and select the products you wish to add your subscription. Ensure          frequency is set to "one time."

Creating Custom Shipping Intervals

Choose "Edit Frequency" and select the appropriate interval

Editing Shipping Address

Choose "Edit" under Shipping Information

Pause Subscription

Choose "Pause" to pause subscription indefinitely

Unpause Subscription

Choose "Unpause" to update a subscription that is paused to active

Split Subscriptions

Select "Split Subscription" to split the subscription into multiple subscriptions

Note: "Split" does not support subscriptions with (i.e. the option does not appear for subs with)
- Any prepaid subscriptions
- Containing one-time upsell
- Surprise and delight products
- Discounts