General Settings

The General Settings for your site's Customer Portal enable you to manage the abilities that customers have when they are making changes to their Scheduled Orders. Merchants can edit these settings in QPilot Merchant Center > Site Dashboard > Customer Portal.

General Settings (top) apply to any Customer Portal Display Option.  v2 Portal Settings (below) apply only to the v2 Portal Display.

General Settings (top) apply to any Customer Portal Display Option. v2 Portal Settings (below) apply only to the v2 Portal Display.

Customer Options

These settings will apply to any Customer Portal display option in your connected site or online store. For example, if you use the v2 Portal in a connected Shopify Site and disable the option for Customers to add or remove Coupons, then the Coupons component will not be displayed to your subscribers in their subscriber portal. Similarly, if you use the Native UI (or the v2 Portal) to display Scheduled Orders to subscribers in a connected WooCommerce Site, the same feature will not be displayed to your subscribers.

Enable Customers to Update Order Notes on Scheduled Orders

  • Enable this setting to include Order Notes (optional) entered by customers during checkout in their created Scheduled Orders.
  • Enable customers to add notes when managing their Scheduled Orders.
  • Note: Merchants can always edit Order Notes within Scheduled Orders. This setting enables the option to be customer-facing as well.

Enable Customers to use QPilot coupons on Scheduled Orders

  • Enable this setting to display a Coupons field on Scheduled Orders that your customers can use to add or remove Coupons.
  • Learn more about QPilot Coupons.
  • Note: Merchants can always edit the Coupons applied to Scheduled Orders. This setting allows customers to add (QPilot) coupon codes (provided by merchants) to their Scheduled Orders.

Allow Customers to Retry Processing Failed Scheduled Orders

  • Enable this setting to display a link in your customer's Scheduled Order error notifications, so your customers may easily fix issues and retry processing their Scheduled Order instantly.
  • Note: Merchants can always retry processing Scheduled Orders, even with this setting disabled.