Your PayWhirl customer portal allows customers to securely manage their subscriptions, payment methods, and profile information. With the latest portal layouts in the PayWhirl dashboard, you can fully brand the portal and embed it directly into your storefront or use it as a hosted experience.
This guide walks through the current portal settings, design options, and native BigCommerce customer‑portal integration, using the latest PayWhirl interface.
1. Accessing Customer Portal Settings
From your PayWhirl dashboard:
Navigate to Settings → Customer Portal.
This page controls how your customer portal looks, behaves, and where it is accessible.
At the top of the page, you’ll see two options:
Hosted Portal URL – a secure PayWhirl‑hosted portal
Embed on Your Website – a widget you can embed on any page
2. Embedding the Customer Portal on Your Website
In the Embed on Your Website section:
Click Copy widget code.
Paste the snippet into the HTML of any page where you want the portal to appear.
The portal will automatically load inside the page and authenticate customers securely.
Security Recommendation
For improved security, we recommend using a Content Security Policy (CSP) on your site that allows PayWhirl scripts while blocking others. A sample CSP meta tag is provided directly in the PayWhirl dashboard.
3. Portal Settings (Branding & Behavior)
The Portal Settings card controls your branding and login behavior.
Subdomain
Your hosted portal is available at:
https://<your-subdomain>.paywhirl.com
Changing this value updates the portal URL
Important: If you change the subdomain, you must update any existing embed codes on your site
Company Name
Displayed throughout the portal and in customer‑facing messaging.
Logo & Favicon
Upload your company logo for portal headers
Upload a favicon for browser tabs and bookmarks
High‑resolution images with transparent backgrounds work best.
4. Portal Access Controls
Portal Registration
Controls whether customers can create accounts from the portal login screen:
Enabled – anyone can register
Disabled – registration link is hidden
Portal Login
Controls whether existing customers can log in:
Enabled – customers can access their portal
Disabled – portal access is temporarily blocked
Portal Registration Gateway
Choose which payment gateway is used when customers register or add payment methods through the portal.
5. Color Scheme & Styling for Checkout and Customer Portal
The Color Scheme section allows you to visually match the portal and checkout to your brand.
You can customize:
Primary and success buttons (background + text)
Embedded navigation bar colors
Portal accent colors
Table highlights
Custom CSS
For advanced styling, you can add custom CSS in the Custom CSS field. This is useful for:
Font overrides
Spacing adjustments
Hiding or emphasizing specific elements
The color settings and CSS in this section apply across multiple PayWhirl experiences.
These color pickers control the styling for:
The customer portal
The widget checkout’s secondary pages, including the cart and account creation screens
While the widget checkout includes its own color settings, those widget-specific color pickers only affect the initial checkout step. All subsequent steps in the widget checkout (such as cart review and account creation) and the customer portal use the colors configured here.
6. Custom Scripts (Advanced Customization - developer recommended)
For merchants who need additional customization or custom logic, PayWhirl supports Custom Scripts through the Apps & Integrations settings.
This feature allows you to inject your own JavaScript into PayWhirl-powered experiences, including the customer portal and checkout flows. Common use cases include:
Adding custom UI behavior or interactions
Integrating third-party analytics or tracking tools
Applying conditional logic based on customer or subscription data
Enhancing styling or behavior beyond standard settings
Custom Scripts are intended for advanced use and should be tested carefully, as injected code runs alongside PayWhirl’s core functionality.
To access this feature, navigate to Settings → Apps & Integrations → Custom Scripts in your PayWhirl dashboard.
7. Native BigCommerce Customer Portal Integration
PayWhirl includes a native BigCommerce customer‑portal experience that integrates directly with BigCommerce customer accounts.
How the Native BigCommerce Portal Works
The PayWhirl portal is rendered directly inside BigCommerce
Customers remain logged into their BigCommerce account
No redirects or separate logins are required
This provides a seamless, on‑brand experience for managing subscriptions.
Adding the Portal to BigCommerce
In BigCommerce, create a new Web Page (or edit an existing one).
Set the page to be visible only to logged‑in customers (optional but recommended).
Add the following container where you want the portal to appear:
<div id="pw-customer-portal"></div>
4. Save the page.
The PayWhirl system will automatically detect the container and load the customer portal using the customer’s BigCommerce session.
Where Merchants Typically Place the Portal
A "Manage Subscriptions" page linked from the account menu
The Orders or Account Dashboard page
A dedicated subscription‑management page
8. Choosing the Right Portal Setup
Option | Best For |
Hosted PayWhirl Portal | Quick setup, no theme changes, used in default email templates |
Embedded Portal Page | Full design control |
Native BigCommerce Portal | Seamless customer‑account experience |
Most BigCommerce merchants choose the native portal or an embedded page linked from the customer account area.
9. Final Notes
Always click Save Settings after making changes
Test portal access using a real customer account
If you update branding or subdomains, verify that embedded pages still load correctly
If you embed a portal on your site you may want to customize the email templates to use this new page instead of our hosted portal
If you have questions about advanced customization or BigCommerce‑specific behavior, PayWhirl support is happy to help.
Please let us know if you have any questions.
Sincerely,
The PayWhirl Team



