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Customizing your checkout & customer portal design

With PayWhirl you can completely customize the customer experience to match your own website's look and feel.

Larry Brager avatar
Written by Larry Brager
Updated over a week ago

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:

  1. Navigate to Settings → Customer Portal.

  2. 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:

  1. Click Copy widget code.

  2. 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

  1. In BigCommerce, create a new Web Page (or edit an existing one).

  2. Set the page to be visible only to logged‑in customers (optional but recommended).

  3. 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 

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