Customer Center: How to Access the Customer Center as a User

The Customer Center in ClickFunnels 2.0 is a hub for accessing your enrolled programs and content. This article covers how to reach the Customer Center and access your courses, regardless of whether you are a ClickFunnels 2.0 user.

Requirements:

• Purchase a product on a ClickFunnels page

Table of Contents:

• Accessing the Customer Center via Email Link

• Manage your Customer Center Account

• Add a Password for your Customer Center

• Access your Customer Center Via ClickFunnels Dashboard (Only for ClickFunnels 2.0 Users)

Accessing as a non-ClickFunnels User:

When a customer purchases any product from a ClickFunnels user (vendor), they will gain access to an account in the vendor’s Customer Center.

To access that account, the vendor must share their Customer Center link. That link is usually shared via email; however, how the vendor shares it will depend on them.

Once the customer gets the link, they must follow these steps:

1. The link will take you to a page where you must provide your email address and click Continue.
   

2. You will receive a confirmation message.
   

3. Go to your email’s inbox and look for the email. Make sure to look in the junk folder as well.

4. This is an example of how the email will look. Click Login Now.
   

5. You will be taken to the vendor’s Customer Center. Example:
   

Important Note: Each customer center will look different according to each vendor’s setup.

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Manage your Customer Center Account:

1. Once inside the Customer Center, look for your initials at the top of the page. In this case, my initials are At. Click on the drop-down menu.
   

2. Click on My Account.
   

3. Inside My Account, you will see your Customer Center Profile:
   

   1. Your personal information.

   2. On these tabs, you will see your existing Subscriptions, Courses, Orders, Credit Memos, Payment Methods, Addresses, and Phone Numbers.

4. To Manage that information, click on Manage account.
   

5. In your Customer Profile, you will see this information:
   

   1. First and Last name. You can update this information at any time.

   2. Email Address. This is not editable.

   3. Phone Number. This is not editable.

   4. Default Address. You can’t edit the existing address but can add a new one.

   5. Billing Payment Methods. You can’t edit the existing payment method, but you can add a new one.

   6. Avatar. You can add an Avatar via Gravatar.

6. Once you have finished, click on Update profile to save the changes.
   

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Add a Password for your Customer Center:

Even when you can access the Customer Center via email link, we suggest setting up a password to speed up the login process.

After clicking the Customer Center link, follow these steps to create a password.

1. Click on Sign in with Password.
   

2. Click on Set a New Password.
   

3. Add the email address related to your Customer Center and click on Send Email.
   

4. You will get a confirmation message.
   

5. This is an example of the email you will receive. Click on Change My Password.
   

Important Note. Remember that the email format can vary according to each vendor’s settings.

6. Add your new password and confirm it. Click on Change My Password.
   

7. From now on, you can use your password by clicking Sign in with Password.
   
   
   

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Access your Customer Center via ClickFunnels Dashboard:

This option is available only for ClickFunnels 2.0 Users.

1. Sign in to your ClickFunnels 2.0 Account.

2. Click on your profile icon at the top right corner of your Dashboard. 
   

3. From the dropdown menu, click  CF2 Affiliate Center.
   

4. You will be taken to a new page. From the left side menu, click on Dashboard.
   

5. There, you will see the enrollments available in your Customer Center. Example:
   

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