Any subscription plans that you create on the FitBudd portal get automatically synced to your stripe account when someone tries to purchase them. This allows your customers to purchase these subscription plans directly from your app and website. But since FitBudd doesn’t capture any banking / card information of the customers, we still rely on Stripe to renew subscriptions, manage expired cards etc.
This is where the Stripe Customer Portal comes into play. This document will help you configure your stripe account and customer portal to work seamlessly with FitBudd’s subscriptions
Configure the Stripe Customer Portal
Head over to the Settings > Customer portal page in your Stripe dashboard. Under the “Functionality” section on that page. Turn ON the following settings:
Invoice History
Allow customer to update billing information
Billing address
Allow customers to update their payment methods
Allow customers to cancel subscriptions
Cancel at end of billing period
Make sure that the following settings are turned OFF:
Allow customers to apply promotion codes.
Allow customers to switch to a different pricing plan
Allow customers to update subscription quantities
Scroll further down on the same page to the “Business information” section. Three things are required in this section - “Terms of Service”, “Privacy Policy” and the “Default redirect link”. If you have your own website, then you can use the links to the T&C, Policy and homepage of your website for these respectively. If you don’t have your own website, you can use the links of your FitBudd website.
At the end the “Functionality” and the “Business Information” sections should look like the following pics:
Click the “Save” button at the bottom of the page as shown in the image above. You can also preview how the customer portal will look to your customers using the “Preview” button.
Configure Subscription settings
Head over to the Settings > Subscriptions and emails page in your Stripe dashboard. Under the “Prevent failed payments” section: set the reminder to “3 days” for upcoming renewals, enable the “emails about expiring cards” and click on “Save”. See pic below for reference:
Under the “Manage failed payments” section: enable “Smart Retries” with a “3 weeks” schedule, set the “subscription status” setting to “cancel” and the “invoice status” setting to “leave as-is” and click on “Save”. See pic below for reference:
Under the “Manage payments that require 3D Secure” section: enable the “3D Secure” setting, enable the “Stripe-hosted link” setting, set the “subscription status” setting to “cancel” and the “invoice status” setting to “leave as-is” and slick on “Save”. See pic below for reference:
Customize your brand within Stripe
This is an optional step, you can leave the brand settings as is if you wish to or customize them if you wish to have more control over the icons, pics and colors of the mails and customer portal that stripe shows to your customers. You can change your icon, logo and colors of your brand by heading to the Settings > Branding page in your Stripe dashboard.