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Indiegraf Pay - How to setup the customer portal

Learn how to setup and edit the customer portal in Stripe.

The Customer Portal allows your supporters to easily manage their subscriptions and payment information. To configure your customer portal, you will log into your Stripe account and navigate to Settings > Billing > Customer portal.

  1. Activate your Customer Portal Link

  2. Under Cancellations > Cancel settings, select “Cancel immediately.”

     

     

  3. Under Subscriptions > Subscription products:

    • Toggle on “Customers can switch plans”

    • Toggle on “Allow customer to change quantity”

    • Select products to be available for customer upgrade.

       

Activate your Customer Portal Link

Under Cancellations > Cancel settings, select “Cancel immediately.”

Under Subscriptions > Subscription products:

  • Toggle on “Customers can switch plans”

Toggle on “Customers can switch plans”

  • Toggle on “Allow customer to change quantity”

Toggle on “Allow customer to change quantity”

  • Select products to be available for customer upgrade.

     

Select products to be available for customer upgrade.

4. Under Business Information, customize your “Portal header” copy and set the redirect link to your website’s homepage.

5. Copy the customer portal link under Settings > Billing > Customer portal.

6. (Optional) Branding: In Stripe, navigate to Settings > Business > Branding.
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  • Upload your icon and logo, and apply your brand colours.

  • Preview the different tabs and verify how your styling appears on mobile and desktop.
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Upload your icon and logo, and apply your brand colours.

Preview the different tabs and verify how your styling appears on mobile and desktop.
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7. Add the customer portal link to the following places on the support page:

  • “Already have an account? Manage your subscriptions here.”

  • Login button

  • In the FAQ:

    • Under the question “I already contribute. How do I cancel my subscription?” replace the link on “here”.

    • Under the question “I already contribute. How can I update my credit card?” replace the link on “here.”

  • Review the rest of the questions and answers in the Frequently Asked Questions section to make sure its contents apply to your publication.

“Already have an account? Manage your subscriptions here.”

Login button

In the FAQ:

  • Under the question “I already contribute. How do I cancel my subscription?” replace the link on “here”.

Under the question “I already contribute. How do I cancel my subscription?” replace the link on “here”.

  • Under the question “I already contribute. How can I update my credit card?” replace the link on “here.”

Under the question “I already contribute. How can I update my credit card?” replace the link on “here.”

Review the rest of the questions and answers in the Frequently Asked Questions section to make sure its contents apply to your publication.