# Stripe Customer Portal Configuration - Detailed Steps ## Test Mode Configuration ### Step 1: Navigate to Customer Portal Settings 1. Open your web browser 2. Go to: **https://dashboard.stripe.com/test/settings/billing/portal** 3. You should see the "Customer portal" page with a toggle for "Test mode" in the top-right corner 4. Ensure **"Test mode"** toggle is ON (blue) --- ### Step 2: Activate the Customer Portal You'll see one of two states: **If you see "Activate customer portal":** - Click the blue **"Activate customer portal"** button **If you see "Configure" or settings are already visible:** - Proceed to Step 3 --- ### Step 3: Configure Customer Information Section Look for the **"Customer information"** section (usually at the top): 1. Find the checkbox labeled **"Email address"** - ✅ **Check this box** - This allows customers to update their email 2. Find the checkbox labeled **"Payment methods"** - ✅ **Check this box** - This allows customers to add/update payment methods --- ### Step 4: Configure Subscription Settings Scroll down to the **"Subscriptions"** section: 1. Find **"Allow customers to cancel subscriptions"** - Click the toggle or checkbox to **enable it** (should turn blue/green) 2. Under **"Cancellation behavior"**, select: - Option: **"Cancel at period end"** (recommended) - This means subscriptions stay active until the end of the billing period 3. Find **"Cancellation survey"** - Click the toggle to **enable it** (should turn blue/green) 4. Click **"Add question"** or **"Configure survey"** button --- ### Step 5: Configure Exit Survey Questions #### Question 1 (Required): 1. Click **"Add question"** 2. **Question type**: Select "Multiple choice" 3. **Question text**: Type exactly: ``` Why are you cancelling? ``` 4. **Required**: Toggle ON (should be blue) 5. **Answer options** (click "Add option" for each): - Too expensive - No longer need it - Found an alternative - Not what I expected - Other 6. For the "Other" option: - ✅ Check **"Allow text input"** (this lets users explain further) 7. Click **"Save"** or **"Add"** #### Question 2 (Optional): 1. Click **"Add question"** again 2. **Question type**: Select "Text" 3. **Question text**: Type exactly: ``` How can we improve? ``` 4. **Required**: Toggle OFF (leave unchecked) 5. Click **"Save"** or **"Add"** --- ### Step 6: Configure Invoice History Scroll to the **"Invoice history"** section: 1. Find **"Show invoice history"** - ✅ **Check this box** or toggle ON - This lets customers see past invoices and receipts --- ### Step 7: Configure Business Information Scroll to the **"Business information"** section: 1. **Business name**: - Type: `Tractatus AI Safety Framework` 2. **Support email**: - Type: `support@agenticgovernance.digital` 3. **Privacy policy URL**: - Type: `https://agenticgovernance.digital/about/values.html` 4. **Terms of service URL**: - Type: `https://agenticgovernance.digital/about/values.html` --- ### Step 8: Review and Save 1. Scroll to the **bottom** of the page 2. Click the blue **"Save changes"** button 3. You should see a green success message: "Customer portal settings updated" --- ## Live Mode Configuration Once Test Mode is working, repeat the EXACT same steps for Live Mode: ### Step 1: Switch to Live Mode 1. In the top-right corner of Stripe Dashboard, find the **"Test mode"** toggle 2. Click it to switch to **Live mode** (toggle should turn OFF/gray) 3. You may see a banner saying "You're now in live mode" ### Step 2: Navigate to Live Customer Portal Settings 1. Go to: **https://dashboard.stripe.com/settings/billing/portal** - Note: This URL is slightly different (no `/test/`) ### Step 3-8: Repeat Configuration - Follow Steps 2-8 exactly as above - Use the same settings, same text, same options - **CRITICAL**: Don't skip any settings - Live and Test must match --- ## Verification ### Test Mode Verification: 1. Go to http://localhost:9000/koha.html 2. Scroll to "Manage Your Subscription" section 3. Enter an email with a test subscription 4. Click "Manage" 5. You should be redirected to Stripe Customer Portal 6. Verify you can see: - ✅ Subscription details - ✅ "Update payment method" option - ✅ "Cancel subscription" option 7. Click "Cancel subscription" 8. Verify the exit survey appears with your two questions ### Live Mode Verification: 1. After deployment, go to https://agenticgovernance.digital/koha.html 2. Repeat the same test with your live subscription email 3. Test the full cancellation flow (you can cancel your $5 test subscription) --- ## Troubleshooting ### "No configuration provided" error: - You haven't saved the portal configuration yet - Go back to Step 8 and click "Save changes" - Wait 30 seconds, then try again ### Can't find "Customer portal" in settings: - Make sure you're logged into the correct Stripe account - Check that you have admin permissions - Try this direct link: https://dashboard.stripe.com/test/settings/billing/portal ### Changes not appearing: - Hard refresh your browser (Ctrl+Shift+R or Cmd+Shift+R) - Check you're in the correct mode (Test vs Live) - Stripe portal settings can take 1-2 minutes to propagate ### Exit survey not showing: - Verify "Cancellation survey" toggle is ON - Check that at least one question is added - Try creating a new test portal session --- ## Screenshots Reference (What You Should See) **Customer Portal Settings Page:** - Top section: "Customer portal" heading with Test mode toggle - Left sidebar: Settings, Billing, Customer portal - Main area: Multiple configuration sections with toggles and inputs **After Activation:** - Customer information section (2 checkboxes) - Subscriptions section (cancellation toggle + survey) - Invoice history section (1 checkbox) - Business information section (4 text inputs) - Blue "Save changes" button at bottom **Exit Survey Configuration:** - Question list with drag handles - Each question shows type (Multiple choice / Text) - Edit/Delete buttons on each question - "Add question" button at bottom --- **Time Required**: 10-15 minutes total **Last Updated**: 2025-10-18