Learn where and how your Customers can update their customer information including their Customer Settings, Billing Information, Purchase History, and Customer Details.
In this article:
Updating customer information
Your Customers can update their information including email preferences, contact information, billing information, Tax ID, and password by logging into their account to access their customer settings.
Customer settings
How your customers can access their customer settings:
After logging in, they must click into their Avatar in the top right corner of the page.
Then, select Settings from the dropdown.
Here they can edit their information:
Note:
Customers can also access their customer settings through their mobile device by following the same steps as shown above. However, if the user menu is removed from the Library page header your Customer will not be able to access their Customer Settings.
Defining the customer settings
Contact Information
Full Name
Email
Tax ID
Address
Note:
When your customers update their contact information, the changes will automatically synchronize across your contacts and update their receipt details, including receipts for previous transactions.
Profile settings
Time Zone
Notification Preferences
Upload and change their Avatar image (i.e., User Menu Icon)
Social profile
Your Customers can edit their information displayed in a Legacy Community Product:
Bio
Location
Social usernames
Note:
These social profile settings only apply to the Legacy Community Product. Customers can update their account settings for the new Kajabi Communities inside the Community.
Note:
If your website pages are built with the Website Builder, your Customers can choose to opt-in to your Customer Directory and include their social links with their social profile.
Password
Your Customer can also update their Password from their Settings.
Customer billing information
View and update their Credit Card Information
View or cancel their Active Subscriptions if enabled:
Read How to Enable Customer Subscription Cancellations for more details.
Note:
If your customer has an active subscription from a payment processor that you have detached from Kajabi, the Billing Info section will not be visible or accessible. Your customers will no longer have the ability to cancel or update their cards if their active subscription was processed through a detached payment processor (i.e., detached PayPal or Stripe). Instead, you will need to manually cancel or remove their cards from Kajabi or Stripe.
Customer purchase history
Your Customer can view all the Offers they have purchased and the Products they have been granted access to.
They can also view and download their receipts:
Customer profile details
The Customer Details contain your Customers' information including:
Name
Tax ID
Address
Email
External user id for third-party integrations
Custom Fields
Read How to Edit Your Contact's Information for details.
Can my customers update their details on their own?
Absolutely! Your customers can update their contact information in their Account Information settings.
Note:
When your customers update their contact information, the changes will automatically synchronize across your contacts and update their receipt details, including receipts for previous transactions.
And that’s how your customers can update their information!
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