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Setting Up Your Customer Hub

Your customer hub lets you give customers access to their order and payment information so they can easily update their information.

Clicking on the Customer Hub under Online Store will take you to an overview page where you can set up your customer hub.

Under General, you can customize your Customer Hub settings. Work through the different screens to select the options that work for your business.

  • Active – Toggle the button On or Off to turn the Customer Hub on and off
  • Portal 2.0 - Toggle the button On of Off to turn the new Customer Hub Portal on and off
  • Portal URL – This field is not editable; it is the URL customers use to access the Portal

Under Theme Settings, you can customize the look of your customer hub by adding a logo and choosing the theme color.

Under Login Settings, you can specify if you would like customers to be required to log in to view the store and/or to checkout.

Require Card for Customer: Restrict Customers from deleting their payment information unless they have added an alternate card. Ex. A Customer with only one credit card on file cannot delete it until they add a new primary card.
Allow Customer Registration: If you Allow Customer Registration, you can specify if you also want them to enter their billing, shipping, credit card, and bank account information.

Manage what customers can and cannot do once they are logged into the Customer Hub. Toggle the radio buttons On and Off to add or remove access for customers.

If your business offers subscription plans, you can choose if you want these displayed in the Customer Hub and if customers need to agree to the payment terms (Your Merchant Policies). Toggle the radio buttons On and Off to edit the access.

Click Save to apply your settings.

Sharing the Portal with Your Customers

If you would like to direct your customers to your portal so they can create a profile, simply copy the portal URL under Online Store, Customer Hub, and General.

Related Articles

Getting Started with Your Online Store
Using the Theme Designer
Adding Hero Images
Creating Content Blocks
Managing Blog Settings
Creating Custom Web Pages
Advanced Store Options
Creating a Quick-Order Menu
How to Add Policies
Verifying Helcim Online Store Domain on Facebook & Instagram
What is a Customer Hub

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