customers

What is a Customer Portal? How can I enable it for my customers?

Customer Portal allows your customers to manage their subscriptions from one place. Meaning, they can keep track of their subscriptions and their transactions, update payment and personal information etc.

Without Customer Portal, if a customer wants to update any of their subscription related details, they would have to contact you every time and you have to make the changes for them. This isn’t scalable when there are lot of customers involved. Hence, Zoho Subscriptions allows your customers to take control of their own subscription.

To enable Customer Portal for a customer,

  • Go to the Customers module and select the customer for which you want to enable the Customer Portal for.
  • In the customer overview section, scroll down and click Enable Portal button. This will send an invitation email to the customer using which they can access the Customer Portal.

Learn more about Customer Portal.

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