New customer portal (Recommended)
Before you startThe new customer portal is in early release and has some limitations compared to the legacy version. These updates will be coming in the next few weeks.Supercycle doesn’t currently support Shopify self-returns, so if you have it enabled and a return is made via Shopify returns, it won’t be marked as returned in Supercycle.
The customer portal allows customers to manage their rentals directly from the Shopify account page.
Features include:
- View rental details
- Create and view returns for a rental
- Return methods - ‘Send back with label, Home collection’
- Change payment method for subscriptions
- Change payment method on a membership
- Pause membership
- Cancel membership
Roadmap:
- Pay for outstanding charges
- Extend rentals
- Purchase a rental item
Setup
Enable customer accounts
To enable new customer accounts if not already enabled:Open customer account settings
From your Shopify admin, click Settings > Customer accounts.
Enable customer accounts
Select Customer accounts if not already selected. This will update your store to new customer accounts.
Open the Customer account page in your theme
Go to themes
In your Shopify admin, go to Online Store → Themes.
Open the customizer
Click Customize on the theme you want to edit.
Navigate to customer accounts
Use the dropdown at the top of the screen (Says “Home page”) to select Checkout and customer accounts.
Insert Supercycle extensions
Open the Apps menu
In the left-hand menu of the theme editor, click the Apps icon (a square symbol).
Find Supercycle
Scroll to find the Supercycle section.
Add the Supercycle Account Page
Click the + button next to Dashboard, then choose Accounts to insert the full account view.
Add to menu
Click Add to menu to create a navigation link that brings customers to this page. You can rearrange this to make this the first link.
Save your changes
Make sure to save your menu changes. When you’ve finished adding extensions, click Save. To test, login as a customer with a rental.
Set up return methods
Navigate to return settings
In your Shopify admin, go to Supercycle → Settings → Returns.
Configure return methods
Select which return methods you want the customer to be able to use, and configure the settings.
Legacy customer portal
Setup
By default for legacy accounts, Supercycle will use the URL /apps/supercycle/
You are able to change this to suit your store. For example, you could change it to /tools/membership/ or /tools/rental/.
You can also change the sub-path prefix by toggling between a set of values provided by Shopify (/apps,/a,/community, or /tools).
To change your URL follow these steps:
Open apps and sales channels
From your Shopify admin, click Settings > Apps and sales channels.
Select Supercycle
Click on Supercycle
Customize the URL
Under App Proxy, click Customize URL.
Save your changes
Select the prefix with the drop-down, change the URL, and click Save.
Verify the new URL
To update the app with the new URL go to the new URL in your browser.
Update navigation links
Update any links in your Shopify navigation to the Customer portal and Membership plans pages.