Your users can easily manage their own subscription without any involvement from you as an administrator! Whether they want to download their invoices, update their billing details or payment term, or cancel their subscription, the Customer Portal makes it all possible. 🙌
You need two things to be able to use the Customer Portal:
The Customer Portal in Plug&Pay must be active.
The integration with Plug&Pay must be active in your Huddle.
This feature is part of Plug&Pay Premium & Ultimate. Are you using Plug&Pay Lite? Upgrade to Plug&Pay Premium or Ultimate to use this feature.
1. Activating the Customer Portal in Plug&Pay
For members to be able to manage or cancel their own subscription, it is necessary that the Customer Portal in Plug&Pay is activated. By activating the Customer Portal, you create a self-service environment that effectively improves the user experience for your members.
In your Plug&Pay environment you can find the Customer Portal settings via Settings > Customer Portal.
You can first click the "Activate" button and then adjust the settings for your Customer Portal. More on this below!
2. Setting Up the Integration with Plug&Pay
Go to Settings > Integrations in your Huddle admin environment. Here you select the Plug&Pay integration. Click Connect, log in to your Plug&Pay account, and complete the integration. The Huddle plugin will be activated directly in your Plug&Pay environment at the same time, so you have set up both integrations in one go 🙌
Refer to the article below for more information about connecting Huddle and Plug&Pay 👇
How Do Your Users Access the Customer Portal?
Members can click on their profile picture in the top right of their Huddle account and then click "Account". When they click "Purchases" in this menu, they are taken directly to the Customer Portal of your Plug&Pay.
What Does the Customer Portal Look Like?
Once logged in, the user can see which subscriptions they have active and view their invoice history. The user can also download their invoices here.
To adjust the subscription, click the Details button. In this overview the user can (depending on what you have configured in Plug&Pay):
Change the billing cycle.
Cancel the subscription.
Change the payment method.
Change the invoice details.
Revoking Access Level Upon Subscription Cancellation
After a user has ended their subscription, you will naturally also want to revoke their access in Huddle. With the direct Huddle integration you can automatically remove access levels from users when the subscription is cancelled or ended 👇
Receiving a Notification Upon Cancellation
Via your notification settings you can configure receiving an email when your customer ends their subscription via the Customer Portal.
You can find the notification settings via this link: https://admin.plugandpay.com/account
Click on the three dots next to your Plug&Pay site and then click Manage Notifications.