Welcome to the new Customer Portal in Stay AI!
For step-by-step instructions on how to set up your new Customer Portal, refer to our Launching Your New Customer Portal article.
By moving from your legacy Customer Portal to the new one, you gain:
Greater layout control with drag-and-drop flexibility
Reduced reliance on custom CSS
Faster iteration on promotions and engagement
A foundation for upcoming segmentation and personalization
🚀 Immediate Win: For many brands, simply elevating the visibility of the update payment capabilities and improving layout clarity will drive measurable retention impact.
This playbook will help you:
Confidently move from Legacy → New Customer Portal
Prioritize the highest-impact layout decisions
Time your migration strategically
Avoid common pitfalls
Before You Move to the new Customer Portal
The new Customer Portal is not a 1:1 recreation of your legacy portal. It's a modular system designed for flexibility and long-term innovation.
What carries over
Your current Customer Portal settings
Custom CSS / Javascript injections
These will carry over but may need to be edited as far as where the injection is targeting!
What does not carry over
Design (colors, layout, styles)
Custom copy
⚠️ Important: Plan for a design and copy refresh as part of your migration! Take this as an opportunity to use our new flexible capabilities to tailor your Customer Portal to your brand.
Settings you'll still manage in your legacy portal (for now)
While most configuration now happens in the V3 builder, a handful of settings still live in your legacy portal and will move into V3 over time.
Banner ads — must be toggled on in your legacy portal before the banner ad widget will appear as an option in the V3 builder
Punch card — must be toggled on in your legacy portal before the punch card widget will appear as an option in the V3 builder
Product catalog — the products available in swap and add-on flows are still configured in your legacy portal settings
Product carousel — the products displayed in your carousel are still configured in your legacy portal settings
⚠️ Heads up: If you don't see your banner ad or punch card as widget options in the V3 builder, check that they are toggled on in your legacy portal first.
Step 1: Prioritize Friction-Reducing Actions
When structuring your layout, start with actions that reduce churn and support tickets.
Make "Update Payment Method" highly visible
Payment failures are one of the most common churn drivers.
✅ Best Practice
Place this above the fold
Ensure it's easy to find
Avoid burying it beneath promotional content
💡 Why it matters: Improving payment visibility alone can materially impact retention.
Step 2: Strategize your Customer Portal Layout to Make Key Actions Prominent
Most customers log in to:
Check their next shipment
Edit upcoming orders
Make quick changes
Above the fold in your Customer Portal, you should prioritize:
Payment method
Next order date
High-frequency, positive account actions
Think about what can be lower on the page:
Lower priority actions
Secondary engagement widgets
✅ Best Practice
Keep next shipment details near the top
Position Get it Now strategically based on your growth goals
💡 Pro Tip: Clarity should always outweigh aesthetics. Customers log in to manage orders and you want to make that effortless. Make sure you've approached your Customer Portal layout with intention - what do your customers need to see first? What can be at the bottom?
Step 3: Style with Brand Consistency
You can customize:
Primary color
Text color
Background and card colors
Fonts
✅ Best Practice
Match your storefront branding
Avoid overpowering color contrasts
Keep spacing balanced and readable
💡 Pro Tip: Seamless brand continuity builds trust. The portal should feel like an extension of your storefront.
Step 5: Plan Your Migration Timing
The new Customer Portal is fully functional today with:
Drag-and-drop builder
Add, remove, and resize widgets
Responsive live preview (desktop + mobile views)
Banner ads
Product carousel
Color Palette customization
Font customization
Copy editing
Compatibility with Standard, Prepaid, and Calendar selling plans
Ability to set your portal live
Custom font uploads
🚧 Enhancements rolling out in coming days:
Bundle support
Card style enhancements
Dynamic banner configuration
Product segmentation within the portal
Multi-language support
More widgets will continue to be added!
✅ Best Practice - strategize optimal timing based on what functionality your customers need most.
QA Checklist Before Going Live
Before enabling your new portal, check to make sure:
Payment method update works smoothly and is prominently placed so your subscribers can find it easily
Next order details are clearly visible
Mobile preview looks clean and readable
Critical actions are above the fold
Any previous custom scripts or logic have been reviewed
✅ Final Check: If it feels simpler and clearer than your legacy portal, you're on the right track!