Allow your audience to upgrade plans in the Customer Portal

Offer upsell opportunities and allow your audience to change their subscription plan through your Hub's Customer Portal

What can I use this for?
Use Stripe's Customer Portal to give your audience the opportunity to change or cancel their plan themselves. The Customer Portal is accessible by click the Profile Icon on the top-right and selecting Customer Portal as shown below.

Follow the steps below if you want to add new Stripe prices for any existing audience members to purchase from the Customer Portal.

Step 1 - Create your new Stripe prices

Start by creating the new Stripe Prices that you want to offer as an upsell. These prices and plans are the various payment options available under specific products in Stripe, like a monthly or annual option. For more information, see Stripe’s Products and Prices Guide.

Step 2 - Activate your Customer Portal in Stripe

Configure the following two settings in your Stripe Customer Portal:

• Under Payment methods, toggle on Allow customer to update their payment methods

• Under Subscriptions, toggle on Customers can switch plans, then add the subscriptions you'd like to make available for your audience from the drop down menu.

Save your progress at the end.

Step 3 - Add your new Stripe prices to your Payment page

Inside of your Hub's Settings under Payments & Registration, toggle on your Stripe Customer Portal and Select Prices.

If you don't see your new prices, refresh your Payment Gateway.

Step 4 - Link your Audience to your Customer Portal

Provide a link to your Customer Portal either inside a Hub Section or via an email. The link template for your Hub's Customer Portal URL is:

Where the "HUB_HASH" in the URL is the unique string of characters found in the URL for that specific Hub. If your Hub URL is https://app.searchie.io/hub/gyjWJ1npMe/, then "gyjWJ1npMe" is your HUB_HASH.