Self-Serve Portal Defaults

Pack: stripe Parent skill: Stripe Customer Portal Defaults Source: stripe/stripe-customer-portal-defaults/references/self-serve-portal-defaults.md Default customer-portal stance:

• use the portal first
• configure capabilities in Stripe
• launch sessions from your app
• reconcile results with webhooks

Good default capabilities:

• update payment methods
• view invoices and billing history
• upgrade or downgrade within an approved catalog
• cancel or schedule cancellation

Session creation default:

1. authenticate the user in your app
2. resolve the correct Stripe customer ID
3. create the portal session on the server
4. redirect to the returned short-lived URL
5. handle resulting changes through webhooks

Good reasons to customize beyond the default:

• the app needs workflows the portal cannot express
• different customer segments need materially different configurations
• the product needs deep links into specific portal actions