What subscribers can do for themselves

5 min These switches, Customer portal features on Settings > Branding, drive the portal-versus-admin table on When a subscriber asks for help. Every switch left on is a request that answers itself.

Know the switches

Turning a switch off hides that action everywhere in the portal. Eight start on, two start off:

Switch	What subscribers can do when it’s on
Ship Now	Bill and ship their next order immediately
Merge subscriptions	Combine two or more active subscriptions into one
Delay next order	Push back the next order date by a preset you offer
Change delivery frequency	Switch to a different delivery schedule
Change order date	Pick a different next order date from the calendar
Pause subscription	Accept a pause when the cancellation flow offers one (the flow is its only surface; there is no separate pause button)
Reactivate subscription	Restart a cancelled subscription from the account area
Discount codes	Apply a discount code from the order summary
Discount code stacking (off by default; appears only while Discount codes is on)	Apply more than one code to the same subscription
Dashboard FAQ block (off by default)	See a short FAQ block on their dashboard (once you add content)

Checkpoint: the on/off pattern matches the self-service you want.

Customer portal features on Settings > Branding: the switches, with delay options and quantity limits inline.

Set the limits under them

The limits live inline under their switches: Delay options (defaults 7, 14, 21, 28 days; Add another option for up to eight, each 1 to 365), Maximum days in advance under the order-date switch, Maximum stacked discounts (1 to 20, blank for no limit) under the stacking switch, and Maximum quantity per item (default 30).
The delay options are also used by delay offers in the cancellation flow.
The quantity cap is enforced on the server and stops raises only; a line already over a lowered cap stays as it is. The other limits shape what the portal offers, not server locks.

Checkpoint: each preset and cap is a number you’re happy to let subscribers pick.

Know the two side effects

Save offers pass through these same switches: a pause offer never shows while pausing is off (When a save offer doesn’t show).
Already-paused subscribers can always resume from their portal; resuming has no switch.

Checkpoint: nothing switched off is still promised by your cancellation flow.

These are preference gates, not locks. They shape what the portal offers, not a security boundary. Doing it for a subscriber: When a subscriber asks for help.

Last modified on November 5, 2026

Setup

Live for New Orders

Migrate

Run

What subscribers can do for themselves