Customer portal

The customer portal is a place your customers can sign in to manage their own billing. They can see their plan, view and pay invoices, update their payment details, change or cancel their subscription, and enter a promo code. You turn it on and choose what they are allowed to do. They get a clean page that works well on a phone, tablet, or desktop, with your name and colors.

There is one portal with three ways in. Customers can use the hosted page and sign in with a code sent to their email, you can send them in from your own app after they log in there, or you can embed the portal as a popup inside your product. This chapter explains what the portal offers and how to set it up.