[Archived] - Customer Dashboard - How to Manage Subscription Orders

Learn how to handle subscription orders using the Customer Dashboard in ClickFunnels 2.0. If you’re subscribed to services or products, it’s important to know how to view and update your orders. This article will help you adjust your subscriptions easily, ensuring you always have access to what you need as your preferences change.

This article is created specifically for users of the Customer Center feature of the workspace and does not apply to settings for our customers’ personal ClickFunnels accounts.

Table of Contents

• Requirements
• How to Access The Subscription Tab in The Customer Dashboard
• How to View Subscription Orders
• How to Manage Subscription Orders
• How to Cancel Subscription Orders
• Additional Information

Requirements

• An active ClickFunnels 2.0 account
• A working Customer Center
• Subscription to a Product or Service

How to Access The Subscription Tab in The Customer Dashboard

1. All of your account settings and information can be found in the vendor’s Customer Center.

   • If you are a ClickFunnels customer, you can access our Customer Center from your Workspace by going to Workspace Settings -> Billing.
     

2. Click My Account from the left menu.
   

3. Click the Subscriptions tab to view your subscription orders.
   

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How to View Subscription Orders

1. Click the three dots located at the far left of your subscription product and then choose View from the dropdown menu.
   

2. This will take you to a page where you can see a detailed view of your order, upcoming invoices, and invoices you’ve already paid.

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How to Manage Subscription Orders

1. Click the three dots located at the far left of your subscription product and then choose Manage Subscription from the dropdown menu.

   The changes will take effect immediately, and you will be billed in full.

   When downgrading, you will retain your current plan until it expires.

   

2. Choose a plan that best matches your needs then click the Confirm button to proceed with the plan change.

   Example:
   

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How to Cancel Subscription Orders

1. Click the three dots located at the far left of your subscription product and then choose Cancel from the dropdown menu.
   

2. A confirmation popup will appear prompting you to provide the Reason for cancelation and Cancellation description.
   

3. Click Submit to cancel the subscription.
   

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Additional Information

• Customer Dashboard: Customer Dashboard Overview

• My Account: How to Change a Subscription Plan

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