[Archived] - Customer Dashboard - Manage Account Settings

This article shows you how to update your account settings in the ClickFunnels 2.0 Customer Dashboard. Adjusting these settings helps you make sure your personal and billing information is current and set up the way you like.

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 Customer Dashboard
• How to Update Personal Details
• Additional Information

Requirements

• An active ClickFunnels 2.0 account
• A working Customer Center

How to Access 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 Manage account.
   

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How to Update Personal Details

1. Enter your First and Last names in the designated input boxes.

2. If you need to update your Email address or Verified phone number, please contact support at cf2support@clickfunnels.com.

3. Select your Default address to set it as your preferred address.

4. (Optional) You can also add a new address to your file.

   1. Click on the new address option to save a new address to your account.
      

   2. Fill in the new address details to add to your profile.

   3. Click Create address button to save your changes.

5. Review Billing Payment Methods

6. (Optional) You can also add a new payment method.

   1. Click on the new payment method option.
      

   2. Provide the details of the new payment method you’d like to add.

   3. Provide the billing information associated with the new payment method.

   4. Click the Create payment method button to save your information.

7. Update Profile: Click the “Update Profile” button to save your edits and ensure all changes to your personal details are applied successfully.

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Additional Information

• Customer Dashboard: Customer Dashboard Overview

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