# Self Service Portal / Profile

The self service portal is where your customers can go to update their subscriptions without having to be in your server or type commands. [**https://upgrade.chat/profile**](https://upgrade.chat/profile)\
\
This allows them to:

* Update / Change Their Billing / Payment Methods
* View Current Subscriptions
* Manage Their Subscriptions
* View which servers they are paying in
* View which roles they have
* Cancel select subscriptions
* See when their subscriptions are ending

{% hint style="success" %}
For Servers that use PayPal:  **NO SETUP REQUIRED**
{% endhint %}

{% hint style="info" %}
For Servers that use Stripe you **MUST enable** and setup the portal: [**https://dashboard.stripe.com/settings/billing/portal**](https://dashboard.stripe.com/settings/billing/portal)
{% endhint %}

For **STRIPE** Billing Portal Setup, you **MUST MATCH** these settings:

![If you do not match these settings, you WILL have issues with roles.](/files/-MNjaFtNQHrKRgqAOFDr)

{% hint style="danger" %}
If you enabled Update Subscriptions in the Stripe Billing portal and a customer changes subscriptions, *we are not able help you* or your customers. You will need to **MANUALLY DOWNGRADE** them. **Their subscriptions will not be tracked.** They will not be automatically be removed.  **DO NOT ENABLE UPDATE SUBSCRIPTIONS!**
{% endhint %}

## **Upgrade.Chat Self Service Portal / Profile** <a href="#profile-portal" id="profile-portal"></a>

![](/files/-MFCq1fG9tU6K4hoOb3w)

**When a user clicks manage it will take them to PayPal or Stripe depending on how they paid for their subscription for that role.**&#x20;

## **PayPal Profile Management**

[**https://upgrade.chat/profile**](https://upgrade.chat/profile)

![](/files/-MFCrngoJbzqtQ2wPzK7)

## **Stripe Profile Management**

![](/files/-MFCt820em2NW9CiMcrB)

{% hint style="info" %}
Stripe Management Portal Branding is Customizable to your server:\
[**https://dashboard.stripe.com/settings/branding**](https://dashboard.stripe.com/settings/branding)
{% endhint %}

*You must enter your own terms of service for the portal.* **This must be filled in.**\
[**https://dashboard.stripe.com/settings/billing/portal**](https://dashboard.stripe.com/settings/billing/portal)

![](/files/-MGn-zbG6T3WHAEFumfm)

{% hint style="warning" %}
THIS MUST be your own website, a link just to a terms of service, or a document somewhere online that hosts your terms of service. **This is not OUR terms of service, this is for your own terms and it needs to reflect that in the stripe settings or it might effect your account.**&#x20;
{% endhint %}

## **Canceling / Revoking Member's Access**

You can cancel or revoke a customer's access in your customer dashboard.

![](/files/-Mg1szcPmloTD8YYcenb)

You can also set to cancel at the end of the billing cycle.&#x20;


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.upgrade.chat/features/self-service-portal-profile.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.