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How does the customer portal handle a user who signed up for multiple subscriptions using the same email address?

So a customer is signing up for different subscriptions through the hosted checkout page at different times using the same email address. 


This automatically creates different customers & subscriptions for the same user but with the same email address.


How will the customer portal setup be for this user? How would the user register all their accounts & also switch between them?


Best Answer

1. A customer who has multiple subscriptions will only have to sign up once in order to setup a customer portal account. In order to create an account, the customer has to click on the sign up link and enter their email address as shown below:




 

2. After submitting their email address, ChargeBee checks if the email address is present in your ChargeBee site. If it is, the customer will receive an email with a unique URL to create their account. When the customers click on the URL, they will be directed to the page where they will need to set their password and sign up.


3. Once the customer fills out all the details and clicks on “Sign Up”, the account gets created automatically and the system will direct the customer to the portal where all the accounts of the customer linked to the same email address will be listed down together.


The customer can then click on “Manage” option corresponding to each of the accounts to view the account details.


4. To go back to the account selection page, the customer can click on the “Switch Account” option under “Your Account” on the top right corner of the page.


 


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Answer

1. A customer who has multiple subscriptions will only have to sign up once in order to setup a customer portal account. In order to create an account, the customer has to click on the sign up link and enter their email address as shown below:




 

2. After submitting their email address, ChargeBee checks if the email address is present in your ChargeBee site. If it is, the customer will receive an email with a unique URL to create their account. When the customers click on the URL, they will be directed to the page where they will need to set their password and sign up.


3. Once the customer fills out all the details and clicks on “Sign Up”, the account gets created automatically and the system will direct the customer to the portal where all the accounts of the customer linked to the same email address will be listed down together.


The customer can then click on “Manage” option corresponding to each of the accounts to view the account details.


4. To go back to the account selection page, the customer can click on the “Switch Account” option under “Your Account” on the top right corner of the page.


 


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