Ego Subscriptions logoEgo Subscriptions/Storefront & Customer Portal
Storefront & Customer Portal·3 min read

The Customer Portal

Set up self-service for subscribers and control exactly what they can do.

Why the portal matters

Most subscription support tickets are "skip my next order", "change my address", "pause for a month". The customer portal lets subscribers do all of this themselves — fewer tickets for you, and customers who can pause or skip are far less likely to cancel outright.

Step 1 — Choose your portal version

Configure both under Customer portal in the app:

  • New customer accounts (recommended if your store uses Shopify's new customer accounts): subscriptions appear natively inside the customer's account pages. To check which accounts you use: Shopify admin → Settings → Customer accounts.
  • Classic portal: a hosted portal at your-store.com/apps/ego-portal. The admin shows the link with a copy button.

In both cases customers sign in with their normal Shopify customer login — there are no separate passwords to manage.

Step 2 — Make the portal reachable

For the new customer accounts version, the app page includes a Go to theme shortcut that opens the customer-account editor — confirm the subscriptions page is visible there.

For the classic portal, add the link where customers will look for it:

  1. Copy the portal URL from the app.
  2. Shopify admin → Online Store → Navigation → add a menu item "Manage subscription" pointing to the URL (footer menu and/or account menu).
  3. Optional: also link it from your order-confirmation emails.

What subscribers can do

Depending on the permissions you enable, customers can: view active and past subscriptions with upcoming orders and full order history; pause / resume / cancel; skip orders; reschedule the next delivery; change delivery frequency; edit the shipping address; update the payment method; add, swap, or remove products; change quantities; trigger an order now; and apply discount codes.

Step 3 — Set the permissions

Every capability is a toggle, grouped in the portal settings:

  • Subscription settings — allow editing delivery frequency / shipping address / payment info; disable pause, reactivation, or cancellation.
  • Order settings — "Order now" button, skip next order, skip any order, change next delivery date, view order history.
  • Product settings — add new products, swap products or variants, change quantities, remove products, skip specific products.
  • Discount settings — allow one-time product discounts in the portal.
  • Subscription info — show original price & discount percentage.

Recommended baseline: allow skip, pause, address and payment edits (they prevent cancellations and failed payments); think twice before disabling cancellation — customers who can't cancel call their bank instead.

Step 4 — Test as a customer

Create a test subscription with your own email, then log in on the storefront as that customer and open the portal. Verify you can see the subscription, skip an order, and edit the address. What you see is exactly what your customers get.

Still need help?

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