Customer Dashboard: How to Manage Addresses

This article explains how to manage your addresses in the ClickFunnels 2.0 Customer Dashboard, which is helpful to ensure your customers’ shipping and billing details are correct. It’s important to keep your address updated to avoid any issues with receiving products or services. This process makes your customers’ transactions go smoothly.

Table of Contents

• Requirements
• How to Access Addresses Tab in The Customer Dashboard
• How to Add a New Address
• How to Manage Addresses
• Additional Information

Requirements

• An active ClickFunnels 2.0 account
• A working Customer Center

How to Access Addresses Tab in The Customer Dashboard

1. Click the Site option located in the left menu of your workspace.
   

2. From the Site menu, select the Customer Center option.
   

3. Click on the link found under the Customer Center to enter your Customer Center backend.
   

4. The Customer Center Center will open in a new tab.
   

5. Click on the profile picture at the top right corner of the screen, then select My Account from the dropdown menu.
   

6. You’ll be directed to the Customer Dashboard.
   

7. Click on the addresses tab.
   

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How to Add a New Address

1. Click on any of the Add new address buttons located in the Addresses tab in your Customer Dashboard.
   

2. Provide the details of the new address you’d like to add to your profile.
   

   1. Add First and Last names.
      

   2. Enter the Company name.
      

   3. Enter the Address details.
      

   4. Enter the Address details and Phone Number.
      

3. Click Create address.
   

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How to Manage Addresses

• Edit: click on the settings gear icon located to the right of the address list. This action will open the address details, allowing you to update and save any changes needed.
  

• Delete: click on the bin icon on the far right of the address you want to remove.
  

  • Click Confirm before it permanently deletes the address.
    

• Select default address

The “Select default address” option will become available only after you add your first address to the system!

1. Click on the Select default address to designate a primary address for billing and shipping.
   

2. Choose the default address of your preference. You can also add a new address.
   

3. Click Update profile to save your choice.
   

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Additional Information

• Customer Dashboard: Customer Dashboard Overview

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