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How to reduce the number of clicks on the portal and directly navigate to the edit option?
For editing a subscription, currently, the customer has to go through multiple clicks on the self-serve portal to make the change.
It is possible to reduce the number of clicks for editing a subscription and other actions on the portal. You can make use of the self-serve portal widgets to achieve the same.
Please note that this option is available only for API-based integration
Chargebee's Self-serve portal can also be visualized as a collection of individual widgets with each performing separate functionality. Widgets come in handy when you want to directly navigate customers to perform certain actions and directly wire them within your app layout. This functionality is only available for API-based integration.
- View / Edit Subscription details
- Manage payment methods
- Billing History
- Manage Addresses
- Manage account information
You can find a demo for each of them in this link
Related Articles and Documentation
Customizing and configuring self-serve portal