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Use customer portal to change plans during trial

We'd like users to be able to change plans using the customer portal while the trial is still in progress.  However, the documentation seems to indicate only an "Active" subscription can change plans from the customer portal.


Is this limitation really in place, and is there any workaround?



Hey Dobes,


Many thanks for reaching out!


At the moment, if the customer subscribes to a "trial" plan, an option is not available to change subscription on the portal. However, I'll tag this as a feature request for our engineering team to consider implementing and let you know when it is made available in the future.


Meanwhile, you could make use of our open source portal where you could provide additional functionalities {Change 'Trial' Subscription} to the users by modifying the code as per your requirement.

Please upvote this!

Thanks for your feedback, Niklas.


I've upvoted this feature request on your behalf. We'll make sure we notify you once this is feature is taken up.

How can we do those changes?


 

Meanwhile, you could make use of our open source portal where you could provide additional functionalities {Change 'Trial' Subscription} to the users by modifying the code as per your requirement.

 

Hey Niklas,


You can refer here and follow the instructions and this would require developer's assistance. So, please contact your developers regarding this. 


Hope this solves your query.

And for ChargeBee Hosted Pages v3?

Hello Niklas,

Apologies for missing your message.

If you choose to create your own customer portal by implementing a fork of Chargebee's Open Source Customer Portal then it would be independent of Chargebee’s versioning system.

This means that irrespective of whether you are using Hosted Pages v2 or Checkout v3, you could have your own Customer Portal setup.

I hope this clarifies. 

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