Customer Portal

The Customer Portal is where your customers manage their own subscriptions.
It gives users 24/7 access to view, pause, resume, cancel, and update billing details — reducing support tickets and improving customer satisfaction.

What Is the Customer Portal?

The Recurio Customer Portal is a self-service interface integrated directly into your WooCommerce store.
Customers can securely manage every aspect of their subscriptions without contacting the admin.

Benefits

• 24/7 Self-Service: Customers manage their plans anytime.
• Reduced Support Load: Fewer cancellation and billing queries.
• Improved Retention: Easy pause options prevent permanent cancellations.
• Professional Experience: Seamless integration with WooCommerce.

Enabling the Customer Portal

You can display the portal in two different ways:

1. As a Standalone Page using a shortcode.
2. As a WooCommerce My Account tab.

Both options show the same subscription management interface.

Option 1: Standalone Page (Shortcode)

Steps:

1. Go to Pages → Add New in WordPress.
2. Enter a title, e.g., “My Subscriptions.”
3. In the content editor, paste this shortcode: recurio_customer_portal
4. Click Publish.

Option 2: WooCommerce My Account Tab

Steps:

1. Go to Recurio → Settings → General.
2. Set Portal Location → WooCommerce My Account.
3. (Optional) Edit the Endpoint and Menu Label.
4. Click Save Changes.
5. Go to Settings → Permalinks → Save Changes (to refresh URL routing).

The Subscriptions tab will now appear under My Account automatically.

Customer Portal Layout

When a customer logs in and opens the portal, they’ll see three key sections:

1️Dashboard Summary

Displays quick statistics about their account:

• Active Subscriptions
• Paused Subscriptions
• Total Spent
• All-Time Subscriptions

Helps customers quickly understand their account status.

Subscription List Table

Displays all subscriptions (Active, Paused, Cancelled, etc.).

Columns:

Field	Description
Product	Subscribed product name
Subscription ID	Unique Recurio ID
Status	Active / Paused / Cancelled / Expired
Price	Recurring amount
Next Payment Date	When the next renewal occurs
Actions	Quick buttons (View, Pause, Resume, Cancel)

Subscription Detail View

When the customer clicks View, they’ll see:

Subscription Information

• Product name and description
• Billing amount and interval
• Next payment date
• Payment method
• Billing and shipping addresses

Payment History

• List of all payments with date, amount, and status
• Transaction IDs for each payment

Available Actions

• Pause subscription
• Resume subscription
• Cancel subscription
• Update addresses
• Update payment method

Customer Actions Explained

Pause Subscription

Steps:

1. Click Pause beside a subscription.
2. Read confirmation notice.
3. Click Pause Subscription to confirm.

Result:

• Status changes to Paused.
• No billing during paused period.
• Customer receives a “Subscription Paused” email.

Resume Subscription

Steps:

1. Click Resume beside a paused subscription.
2. Confirm the action.

Result:

• Status changes to Active.
• Next billing date recalculated automatically.
• Customer receives a “Subscription Resumed” email.

Cancel Subscription

Steps:

1. Click Cancel beside an active subscription.
2. Choose when to cancel:
   • Immediately → Ends now.
   • At End of Period → Ends after current billing cycle.
3. Confirm cancellation.

Result:

• Status changes to Cancelled or Pending Cancellation.
• Customer receives confirmation email.

Cancelled subscriptions cannot be resumed. Customers must purchase again to reactivate.

Update Billing / Shipping Address

Steps:

1. Click Edit Billing Address or Edit Shipping Address.
2. Enter new address details.
3. Click Save Address.

Result:

• Updates saved for both WooCommerce and Recurio.
• Confirmation email sent to customer.

Update Payment Method

Steps:

1. Click Update Payment Method.
2. Choose from saved payment methods or add a new one.
3. Confirm the update.

Result:

• New payment token replaces the old one.
• Next billing will use updated payment method.

Requires a gateway with tokenization (e.g., Stripe, PayPal).

Portal Permissions & Security

• Only logged-in users can access their portal.
• Customers can view only their own subscriptions.
• All updates use secure WooCommerce AJAX requests.
• Sensitive data (payment tokens) is never exposed.

Recurio is fully compatible with GDPR and PCI compliance standards.

Best Practices

• Encourage Pauses over Cancels: Helps retain customers who only need a temporary break.
• Enable Email Notifications: Send automatic pause/resume/cancel confirmations.
• Offer Renewal Reminders: Let customers know before being charged.
• Use Branding Consistently: Match portal visuals to your site theme for seamless UX.

Troubleshooting the Portal

Issue	Cause	Solution
Portal page blank	Shortcode typo or portal disabled	Use :recurio_customer_portal and ensure it’s enabled
“You must be logged in” message	User not signed in	Customers must log into WordPress before access
“Subscriptions” tab missing	Endpoint not saved	Go to Settings → Permalinks → Save Changes
Portal data incorrect	WooCommerce cache or conflict	Clear cache and test with default theme
Payment method not updating	Non-tokenized gateway	Use Stripe, PayPal, or token-enabled gateways

Quick Recap

By now, you can:

• Enable the Customer Portal via shortcode or My Account tab
• Let customers pause, resume, cancel, and update subscriptions
• Sync billing/shipping updates with WooCommerce
• Provide a fully branded self-service subscription experience