In this article:
Updating customer information
Your Customers can update their information including email preferences, billing information, and password by logging into their account to access their customer settings.
If your Customer wishes to update their customer details collected in a Form (e.g., address, phone number, custom fields) they will need to submit a new Form using their account email address.
Unfamiliar with Forms in Kajabi? Learn more
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:
Defining the customer settings
- Full Name
- Time Zone
- Email Notification Preferences
- Upload and change their Avatar image (i.e., User Menu Icon).
Your Customers can edit their information displayed in a Community Product.
Their Social Profile will appear in your Community when other Community Customers hover over their avatar:
Your Customer can update their Password from their Profile Settings.
Your Customer can view all the Offers they have purchased and the Products they have been granted access to.
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.
Customer profile details
The Customer Details contain your Customers information including:
- External user id for third-party integrations
- Contact Information
- Custom Fields
Read How to Edit Your Contact's Information for details.
Can my customers update their details on their own?
Absolutely! Build this feature onto your site with the tools available on Kajabi: Forms and Pages.
To provide access to your customers to update their customer profile details, create a page with a form containing all the custom fields that can be updated (e.g., name, address, phone number, custom fields). Learn to create a page with a form.
These fields will vary depending on the custom fields you create within your Forms. Be sure to include all the form fields you wish to make editable by your customers.
Include messaging on your page to ensure that your customers submit the Form with the same email address registered to their existing account:
Then, share this page by linking it to a page on your site (e.g., homepage, email campaigns, Funnel Pages, Product Pages). The key is to share the page from an easy-to-access location. Learn to copy your page link.
And that’s how your customers can update their information!
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