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.
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
Offto turn the Customer Hub on and off
- Portal 2.0 - Toggle the button
Offto 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
Theme Settings, you can customize the look of your customer hub by adding a logo and choosing the theme color.
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
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
Off to edit the access.
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
Customer Hub, and