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Let's explore how contacts can manage their subscriptions and plans in the SwiftFox Login Portal. We'll show you how this self-service feature makes life easier for everyone.

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When contacts manage their own subscriptions through the portal. Your organisation benefits in several ways. The self-service capabilities significantly reduce administrative workload while giving contacts more control over their payments and subscription details.

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Additionally, the system provides better transparency by offering easy access to invoices and receipts, making it simpler for everyone to stay organised. Ready? Let's dive in.

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When contacts log in to the portal with an active subscription, they’ll see their my membership page or whatever you've customised this title to be. This handy hub lets them; view their current subscription details, handle their payment methods, access their receipts and invoices, take care of renewals or outstanding payments.

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The subscription table gives contacts a clear overview of their subscription, showing what they're subscribed to, the subscription cost, their payment history, any payments they need to catch up on, extra add-ons they might have, auto renewal settings and next renewal date and current subscription status. They can also modify their subscription details through the Edit Details option.

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SwiftFox keeps all payment receipts in one convenient place. This includes subscription payments, event tickets and donations, all accessible in one convenient location. Members can check payment details and download PDF receipts for their records. Everything's stored right where they need it.

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Contacts can also manage any invoices linked to their profile. For each invoice, contacts can see all the details and pay any outstanding invoices directly through the portal.

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This flexibility helps everyone stay on top of their payments. Contacts can also easily manage their payment details in the portal. To update the payment method, add their new card to the system. Once that's done, they can remove the old one. We always make sure there's an active payment method for subscriptions, so contacts need to add a new card before removing an old one. This keeps everything running smoothly without any hiccups.

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And there you have it! Contacts can now manage their subscriptions and payments easily in the Login Portal. This self-service approach makes everything more efficient and keeps all your payment records accurate and up to date.