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How can subscribers manage their subscriptions?

Learn how your subscribers can manage, update, or cancel their subscriptions using Subi’s customer portals.

Updated yesterday

Subscribers can manage their subscriptions through two dedicated customer portals provided by Subi:

  • Subi Hosted Portal – A secure, ready-to-use portal hosted at portal.subi.co, requiring no code changes.

  • Customer Account Extension (Embedded Portal) – A fully branded, white-label portal embedded in Shopify’s New Customer Accounts, seamlessly aligned with your store’s design.

Both portals offer the same powerful self-service tools to view, update, and control active subscriptions.


What can subscribers do in the portals?

In both the Hosted Portal and the Embedded Portal, subscribers have full control over their subscriptions. They can:

  • 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 subscribers access their portal?

Customers can access their subscription portal in a few ways:

  • Subi confirmation email (if enabled in Subi settings)

  • Shopify customer account (Legacy or New Accounts, depending on your setup)


Hosted vs. Embedded Portals

Both the Subi Hosted Portal and the Customer Account Extension (Embedded Portal) give subscribers the same management features. The main difference is how they’re accessed and how they appear to customers.

Feature

Subi Hosted Portal

Customer Account Extension (Embedded Portal)

Location

Hosted on a Subi URL (portal.subi.co)

Lives inside Shopify’s customer account area

Branding

Subi-branded, with store logo and favicon

Fully white-labeled and inherits your store’s theme styling

Setup Effort

No code changes required, works instantly

Requires enabling Shopify New Accounts and adding Subi extension

Login Method

Passwordless email login (Subi-managed)

Shopify-managed login (secure and seamless)

Customer Experience

Customers leave your storefront to manage subscriptions

Customers stay on your store’s domain, fully integrated

Recommended Use

Best for quick setup and no theme adjustments

✅ Recommended: Provides the most seamless, branded, and professional experience

👉 We recommend the Customer Account Extension (Embedded Portal) for most merchants. It keeps subscription management inside your store, aligns with your branding, and ensures a smooth customer experience.


Customizing and translating the portals

Both the Subi Hosted Portal and the Customer Account Extension (Embedded Portal) can be customized and translated from a single setting in Subi.

This means you can:

  • Add your own branding (logo, favicon, colors)

  • Customize text labels and instructions to match your store’s tone

  • Translate the portal into multiple languages for international customers


Controlling what customers can do in the portals?

As a merchant, you can decide which actions your subscribers are allowed to take in their portal. This lets you control the customer experience and align subscription management with your business rules.

For example, you can choose whether customers can:

  • Cancel or pause a subscription

  • Swap, add, or remove products

  • Apply discount codes to existing subscriptions

📖 See the full guide here: Manage Customer Permissions


Controlling cancellations with Smart Cancel Flows?

Subi provides Smart Cancel Flows that let you shape what happens when a customer tries to cancel a subscription in either portal.

With Smart Cancel Flows, you can:

  • Add a cancelation survey to learn why customers cancel

  • Suggest alternatives like pausing or skipping instead

  • Offer discount incentives to retain subscribers

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


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