Overview
Your Customers can update their own information, including email preferences, contact information, billing information, Tax ID, and password by logging into their account to access their Customer Settings.
How a Customer can access Settings
After logging in, the customer must click 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 Settings through their mobile device by following the same steps as shown above. However, a mobile user will not be able to access these settings if the user menu is removed from the Library page header.
Customer Settings descriptions
Contact Information
When your customers update their Contact information, the changes automatically synchronize across your contacts and update their Receipt details, including receipts for previous transactions.
Full Name
Email
Tax ID
Address
Note
Profile Settings
Profile Settings include:
Timezone
Notification Preferences
Upload and change their Avatar image (i.e., User Menu Icon)
Social Profile
Social Profile settings are displayed publicly in your Community and customers can also choose to share it in your customer directory.
Bio
Location
Social media links (Facebook, Instagram, Twitter)
Share profile information with other members toggle
Note:
Your customers can choose to opt-in to your customer directory and include their social links with their social profile only if your website pages were built using the Website Builder,
Password
Your customer may also update their Password in Customer Settings.
Customer Billing information
You customers may:
View and update their Credit Card Information
View or cancel their Active Subscriptions if enabled:
See Enable Customer Subscription Cancellations for more details.
Note:
If a Customer has an active subscription from a payment processor that you have detached from Kajabi, the Billing Information 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:
Note:
When a Customer updates their Contact Information, the changes will automatically synchronize and update their Receipt details, including Receipts for previous transactions.