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.
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 pop up 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
"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