> For the complete documentation index, see [llms.txt](https://trybee-try-before-you-buy.gitbook.io/trybee-try-before-you-buy-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://trybee-try-before-you-buy.gitbook.io/trybee-try-before-you-buy-docs/trybee-try-before-you-buy/how-to-configure-the-return-portal-and-email-settings-in-trybee.md).
# How to configure the Return Portal & Email Settings in TryBee?
### Settings – Return Portal & Email Configuration
The Settings section within **TryBee** provides essential **configuration controls** for your **return portal** and **customer communication workflow**. This area allows you to manage how customers interact with their **trial orders** and how they are notified throughout the **trial lifecycle.**
### 1. Return Portal Link
Within the **Settings tab**, you will find the **Return Portal Link** field.
#### Default Return Portal
**TryBee** automatically generates a secure **return portal link** **connected** to your **Shopify store**. This portal serves as a dedicated space where customers can manage their **Try Before You Buy orders.**
#### Custom Return Portal Link
If you prefer to use your **own return management system,** you may replace the default link with a **custom return portal URL**. This flexibility ensures seamless integration with your **existing workflows** or **branded return pages**.
### 2. Customer Return Portal Experience
When customers **visit** the **return portal link:**
1. They enter their **Order Number.**
2. The system retrieves their **trial order details.**
From the **portal**, customers can:
* View complete **order information**
* See **remaining trial days**
* Review the **trial end date**
* **Select items** to **Keep**
* Request a **Return or Exchange**
* View the **final payable amount**
* Complete payment directly using the **Pay Now** option
This self-service experience enhances **transparency**, reduces support inquiries, and creates a **frictionless post-delivery journey.**
### 3. Email Notification Settings
The **Email Settings** section allows you to control which **automated emails** are sent to customers during their **trial journey.**
You can **enable or disable** notifications by simply checking or unchecking the corresponding options.
#### Available Email Notifications
* **TryBee Order Confirmation** (Recommended)\
Sent when a customer places a Try Before You Buy order.
* **Trial Started (Recommended)**\
Triggered once the order is delivered and the trial period begins.
* **Trial Almost Done**\
Sent 24 hours before the trial period expires to remind customers to take action.
* **Trial Ended**\
Notifies customers when their trial period has officially concluded.
* **Payment Processed & Order Completed (Recommended)**\
Sent once payment has been successfully captured, whether automatically at the deadline or manually from the order details page.
Merchants may **disable** any **notifications** they prefer not to send. However, keeping **recommended emails** **enabled** ensures a smooth and well-communicated customer experience.
### Summary
The Settings tab centralizes two critical components of your Try Before You Buy workflow:
* A fully functional, customizable **Return Portal**
* Flexible **Email Notification Controls**
Together, these features empower you to provide a **transparent, automated**, and **customer-friendly trial experience** while maintaining full operational control.
If you **need assistance**, you can contact our **support team** directly through the **in-app chat** within the dashboard or [**schedule a call**](https://calendly.com/talk-to-specialist/30min) with one of our **experts** for **personalized guidance.**
