[Archived] - Customer Dashboard: Customer Dashboard Overview

In ClickFunnels 2.0, the Customer Dashboard is a central hub where end users, the customers of our clients, can manage their accounts effectively. This comprehensive guide will walk you through the dashboard’s key features, including how to view orders and subscriptions and access other essential account details.

Table of Contents

• Requirements
• How to Access Customer Dashboard
• Customer Dashboard Overview
• Additional Information

Requirements

• An active ClickFunnels 2.0 account
• A working Customer Center

How to Access 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.
   

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Customer Dashboard Overview

Manage Account allows users to access and edit their personal and billing information, subscription details, and other account settings.

Start your community profile is an option for users to create and customize their public profile within the community, allowing them to interact and engage with other members.

Subscriptions: An option for users to view and manage their current subscription orders.

Course and Downloads: Provides users access to their enrolled courses and downloadable resources.

• Enrollments: shows users their active course enrollments.

• Your downloads: lists the assets granted to the user, allowing them to download and access their entitled resources.

  

Orders: Displays a list of the user’s past orders, providing details on each transaction that has been made.

Payment Methods: Allows users to view, add, or update their payment methods for transactions and subscriptions.

1. Edit: Modify existing payment method details.
2. Delete: Remove a payment method that is no longer needed or valid.
3. Add new payment method: This option lets users input details for a new payment method.
   

Addresses: Displays all the addresses associated with an account, allowing users to view, edit, or add new addresses.

1. Add New Address: Save a new address to users’ accounts.
2. Edit: Modify an existing address.
3. Delete: Remove an address that is no longer needed or relevant.
   

Phone Numbers: Allows users to view, add, or update the phone numbers associated with their account.

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Additional Information

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

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