Introduction

By embracing the power of the circuly Customer Self-Service Portal (CSS), you're not only empowering your customers with more control and transparency but also freeing your Customer Success team from repetitive operational tasks.

Transparency isn’t just a nice-to-have – it’s essential for building trust and enhancing the customer experience. The CSS provides exactly that: a simple and intuitive interface where customers can manage their subscriptions, invoices, and personal data independently.

This article is written for your customers. Feel free to copy and paste this guide onto your website. Just be sure to use your own screenshots to align the look and feel with your brand.

Note: If you do not provide one or more of the options listed below, you can customise this content accordingly.

Feature Overview

The Customer Self-Service Portal offers an overview of all relevant account and subscription details. Through the portal, customers can:

• View their active and ended subscriptions
• Access all their orders
• Download invoices
• Update personal and payment details
• Manage language preferences
• Cancel subscriptions or report issues
• Refer friends, buy products, or switch products (if allowed by your setup)

What You Can See in the Self-Service Portal

Customers will find the following sections in their CSS:

Your Subscriptions

• View both active and ended subscriptions.
• See the monthly subscription price for each product.
• Note: Only subscription-based products appear here. One-time purchases are shown under "Your Orders."

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Your Orders

• See all orders in one place – both subscription and one-time orders.

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Your Invoices

• Download invoices for already paid subscription payments.
• Note: Unpaid invoices or upcoming charges are not displayed.

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What your customers do in the CSS

The CSS allows customers to perform multiple self-service actions without needing to contact customer support. Here's what customers can do:

• Change the language
• Change personal details
• Change payment details
• Download invoices
• Cancel subscriptions
• Report issues
• Refer a friend
• Change product
• Buy product

Additional Settings

Availability of some features depends on your specific Circuly configuration. If certain features (e.g., Refer a Friend or Change Product) are not visible in your CSS, it's likely they are not currently enabled in your system.

What Happens Next

Once the portal is live:

• Your customers can manage their subscription lifecycle independently.
• Your support team will receive fewer repetitive inquiries related to account updates, cancellations, and invoice requests.
• You can improve customer satisfaction by making their journey smoother and more self-directed.

To fully benefit from the CSS, consider embedding a link to it prominently in your website's account or support sections, and customise it visually with your branding and screenshots.