Plans supporting this feature: Growth Enterprise
Customer portal empowers customers to perform various tasks without the need to reach out to customer service directly.
Note
It is important to note that the customer portal is specifically designed for customers who are already registered in Frisbii.
If new customers need to be created, we provide Hosted Pages for that purpose.
With our API, customized customer portals can be created, but this takes time and effort and requires development resources.
The Frisbii customer portal can be used without any coding skills.
Leveraging the portal"s features, customers can:
change their contact details
review, pause, resume and cancel their subscriptions
manage their payment methods
review invoices including payment status
Customer Portal Settings
Click on Customers > Customer portal.
The customer portal link and the accent color can be defined.
Clicking on the symbol next to the portal link opens the portal for preview.It can be set that customers are allowed/not allowed to cancel/pause and resume their subscriptions.
Similarly to the hosted pages the portal will display company details and company logo configured in the Configurations > Admin & Billing > Account Settings
The simplest way to integrate Customer Portal in the website, app or product is to add a redirect to the portal URL.
Login
To access their details, customers
need to provide their email address
and will receive a one-time password.
The language can be changed by the customer at any time, as default the portal is displayed in the browser language of the customer.
After requesting the password, Frisbii will generate a standard email with the password and dispatch it to the customer.
The password can be re-sent after 60 sec. If the email does not match a customer in the Frisbii account, the customer will receive an error message.
Note
If two customers have the same email address, the most recently created customer will be logged in. After providing the one-time password, the user is redirected to the portal.
Functions Overview
Once in the portal, users can review details and perform a variety of actions.
The portal is split into different sections:
My details
My subscriptions
My payment methods
My invoices
My credit notes
My details
In this section users can view and change their details.
This will affect future invoices and e-mail notifications. All changes performed through the customer portal will be visible as timeline events in the Frisbii admin UI.
My subscriptions
In this section users can review their subscriptions and pause, resume or cancel them.
After clicking on one of the subscriptions, a details page is opened.
The details contain additional information about the subscription stage and allow the user to manage which payment method is used to pay for the subscription. Also, the customer can review the invoices created in the context of the subscription including details as described in the My invoices section.
My payment methods
In this section customers manage their payment details, new payment methods can be added, existing ones can be removed:
My invoices
My invoices displays all invoices created for this customer including payment status, handle, amount and creation date. Invoices can be downloaded as PDF.
By clicking on an invoice, the customer can review the content of the invoice and associated payment transactions.
My credit notes
My credit notes displays all credit notes created for this customer including status, handle, amount and creation date. Credit notes can be downloaded as PDF.
