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The Customer Portal is the new portal experience for subscribers.

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Technical Preview

Customer Portal v2 is now in technical preview. It is the new customizable way to service and retain customers. You can already explore the settings, test the experience, and start customizing templates while Firmhouse continues working toward a broader v1 release.

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Where to manage it in Firmhouse

You can enable the new portal from New Features. Look for the feature called Customer Portal v2, which is marked as Preview. When that feature is enabled for a project, Firmhouse shows this area in the main sidebar as Customer Portal with a Preview label. Inside that sidebar entry, you currently get:
  • Overview for rollout settings, preview mode, Shopify token management, and Shopify API proxy settings
  • Templates for the Liquid template editor

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How to test and preview

Preview mode sets a browser cookie for your project session.
  • When enabled, pages in the Customer Portal render with the new experience.
  • When disabled, pages render with the existing Self Service Center views.
  • This does not change the project-wide rollout setting.
To enable or disable preview mode:
  1. Open Customer Portal in the main sidebar.
  2. Stay on the Overview page.
  3. In the Preview mode card, click Enable preview or Disable preview.
  4. A new tab opens showing whether preview mode is enabled or disabled for your browser session.
  5. Continue browsing any customer-facing portal page to validate the selected mode.
To test with a real subscription:
  1. Open a subscription in the portal.
  2. Go to the subscription’s description or details page.
  3. Generate a Self Service Center login link.
  4. Open that link in the same browser where preview mode was toggled.
This lets you verify the new Customer Portal behavior as a customer while keeping the project-wide rollout unchanged.

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Previewing the latest template package

When you are editing templates, you can preview the latest saved version of every Customer Portal template together before publishing them. To enable the package preview:
  1. Open Customer Portal > Templates.
  2. Open any template in the editor.
  3. Click Preview latest package.
  4. On the preview confirmation page, continue to the Customer Portal.
  5. Open a customer login link in the same browser when you want to test real subscription pages.
The package preview is enabled by a browser cookie for one hour from the moment the preview link is opened. During that hour, Customer Portal pages use the latest saved version of every template where one exists. Templates without a saved version continue using the live version. Opening the preview package link again refreshes the one-hour period. The preview only affects your browser and does not change the project-wide rollout setting or the published template versions. When the previewed template package differs from the live portal, Firmhouse shows a preview banner at the bottom of Customer Portal pages. Use View live portal from that banner, or Disable preview on the preview confirmation page, to return your browser to the live portal.

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Enabling for all customers

Enabling Customer Portal v2 in New Features makes the new Customer Portal section available in your sidebar. It does not switch your project to the new portal immediately. When you are ready to roll the new portal out to all your customers:
  1. Open New Features in Firmhouse.
  2. Enable Customer Portal v2.
  3. Open Customer Portal in the main sidebar.
  4. Stay on the Overview page.
  5. In the Portal availability card, enable the setting for the new portal experience.
Once enabled, your customers see the new portal layout and navigation instead of the legacy Self Service Center. The same page may also show:
  • Shopify storefront token rotation when the Shopify subscriptions app is configured
  • Shopify API proxy settings for allowed customer metafield keys

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Developing templates

For deeper customization, you and your developers can use the Templates area under Customer Portal and the technical reference in the Developing templates section of these docs.