Customer portal (subscriptions)
Customer portal is the page the customer reaches after Manage subscription on the payment success page (when they paid for a subscription) or from a link in email. URL contains a session id. Only the logged-in customer who owns the subscription has access. Portal is available on Premium and Enterprise; the org shares the portal link with customers. Page has Go to Zevio app (panel).
What the customer sees
Left: org logo, name, Back. Right: customer data (photo, name, email). Active subscriptions - table: status (Active, Trial, Completed, Canceled, Suspended), offer title, interval, amount, next payment date, Cancel subscription. Payment history - table: status, title, amount, date, method; pagination. Bottom: Go to Zevio app.
What they can do
Cancel subscription - button per subscription. On click: confirmation "Are you sure you want to cancel? Subscription will be canceled at the end of the current billing period." Cancel subscription / Back. After cancel: toast Subscription canceled, list refreshes; subscription stays active until period end. Customer can view payment history and View per payment - goes to payment details. They cannot change amount or offer - only cancel or view.
When cancel is blocked
- Cancellation lock in offer (e.g. first month) - Cancel subscription disabled until earliest cancellation date; tooltip shows that date.
- Subscription already canceled - if end-of-period cancel is already scheduled.
- Pending payment - cancel may be blocked until the next payment result.
Invalid link
Invalid link or Session not found or expired and Homepage button. Portal session has a time limit (e.g. a few days) - after expiry the customer needs a new link from the org.