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What is the Customer Account Extension (Embedded Portal)?

Subi's embedded portal is a fully branded subscription portal inside Shopify’s customer account area.

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The Customer Account Extension is Subi’s embedded subscription portal that lives directly inside Shopify’s New Customer Accounts. Unlike the Hosted Portal, which runs on a Subi URL, the Embedded Portal is fully integrated into your store’s existing account area — giving customers a seamless, on-site subscription management experience.

Because it inherits your store’s styling, the Embedded Portal is completely white-labeled and looks like a natural part of your storefront. Customers log in using Shopify’s secure authentication system, without needing a separate password or external portal.


Why use the Embedded Portal?

  • Fully branded: Inherits your store’s styling for a seamless look

  • On-site experience: Customers stay within your store’s domain

  • Secure login: Uses Shopify’s authentication system

  • White-label: No Subi branding visible to customers


What can subscribers do in the Embedded Portal?

Once logged into their Shopify customer account, subscribers can manage their subscriptions with these tools:

  • View subscription details – Products, prices, and next order dates

  • Cancel a subscription – End a subscription anytime

  • Pause or resume – Temporarily stop or restart a subscription

  • Skip or reschedule an order – Adjust the next delivery date

  • Change the delivery interval – Update how often orders repeat

  • Adjust product quantity – Increase or decrease item counts

  • Add or remove products – Customize items in a subscription

  • Swap products – Replace one product with another

  • Apply Shopify discount codes – Redeem valid discounts

  • Update payment details – Change payment method on file

  • Edit shipping address – Update delivery location

  • View order history – See all past subscription orders

  • Add notes to contract or orders – Include instructions on recurring orders


How do you enable the Embedded Portal?

Follow these steps to enable and configure the new Shopify Customer Account.

Step 1: Enable Customer Accounts in Shopify Settings

  1. Log in to your Shopify admin panel.

  2. From the left sidebar, navigate to Settings.

  3. In the Settings menu, select Customer accounts.

  4. Under Customer accounts, change the setting from Legacy to Customer accounts.

Step 2: Activate the Customer Account Extensions in Your Theme

  1. Go to Online Store > Themes in your Shopify admin panel.

  2. Click Customize on the theme you want to edit.

  3. From the top menu, select Checkout and customer accounts.

  4. Find Subi in the left navigation panel under Apps.

  5. Add Subi to your Accounts by selecting the plus icon next to it.

Step 3: Name Your Subscription Management Section

Under the Customer account main menu, choose a name for the new section. For example, you can name it “Manage Your Subscriptions” or any name that fits your branding.

Step 4: Save and Preview Your Changes

Preview the customer account experience on your store’s front end to make sure everything looks great and is functioning properly.


Customizing and translating the Embedded Portal

Yes, the Embedded Portal inside Shopify’s customer account uses the same customization and translation settings as the Hosted Portal.

From Subi’s panel > Customer Portal > Portal Customization, you can:

  • Match the portal’s language and messaging to your store

  • Translate the customer experience for international buyers

  • Ensure a consistent, branded experience across both portal types

📖 Learn how to configure these options here: Subi Customer Portal Customization and Translation Features


Managing customer permissions in the Embedded Portal

Yes, the Customer Account Extension uses the same permission settings as the Hosted Portal. You can fully control which subscription actions your customers can take inside their Shopify account from Subi’s panel > Customer Portal > Customer Portal Permissions.

This gives you flexibility to allow or restrict options like:

  • Pausing or resuming a subscription

  • Swapping or adding products

  • Applying discounts to recurring orders

📖 See how to configure these options here: Manage Customer Permissions


How do Smart Cancel Flows work in the Embedded Portal?

The Customer Account Extension also supports Smart Cancel Flows, letting you manage cancelation directly inside Shopify’s customer account.

Smart Cancel Flows allow you to:

  • Collect valuable cancelation feedback with a survey

  • Suggest alternatives like skipping or pausing a subscription

  • Provide tailored incentives before final cancelation

📖 Learn more in our full guide: Canceling Management Tools (Smart Cancel Flows)


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