- Bankful offers a Customer Portal for your customers to manage their subscriptions.
- Login to Bankful
- Click the Subscription Billing tab
- Click Customer Portal from the drop-down
- On this page you can upload a logo for customers to see when they visit your portal
- You can also click the page icon to copy your Customer Portal URL
- Share this URL in your email templates or website to allow your customers to visit this page.
- Customers will be prompted for an email address
- They will type in the one they used when they subscribed for your product
- They will then be asked to type in their password
- First-Time Logins: Bankful will send a code to the email that will need to be entered, then the customer can create their password.
- This is the dashboard view of the Customer Portal
- Customers currently can Stop or Skip
- Customers can also click on the subscription product to display further details