How customers sign in and review their account

Customers can log in using the Sign In link in your navigation menu or using the View order link in an order email. If they log in using the sign in link, the link changes to Account.

If they use the order email link, a new tab or window opens where they can log into their account and view their order.

Reviewing account information

After logging into your site, your customer can review their account information by clicking Account in the site's navigation. A menu opens on the right where they can select one of the following:

  • Memberships - View and manage their memberships

  • Orders - View their orders and donations

  • Subscriptions - View and manage their subscriptions

  • Payment - View and update their billing information

  • Address - View and update shipping addresses for future one-time orders. To change the shipping address for subscriptions, customers must cancel the subscription and resubscribe using different shipping details.

  • Profile - View and update their name, password, or email address

How customers change their account email addresses

Your customers can change their email address when logged into their account, if they've verified their email. It’s not possible for you to change the account email address for a customer.

Your customers change their account email address as follows:

  1. Click Sign in to log into their account.

  2. Click Account, then click Profile.

  3. Click their current email address.

  4. In the New field, enter the new email address. 

  5. In the Confirm new field, enter the new email address again.

  6. Click Save.

  7. Watch for an email to verify the change to their new email address. Click Verify email in the message to complete the process.

The verification email is valid for 48 hours. If your customer needs more time to verify their email address, they can return to the Email panel and click Resend verification email. 

How customers change their payment method

Customers can change or add their payment method in the account menu. How they make the change depends on if their payment method is in use on an active membership or subscription.

Change the payment method for an active membership or subscription

To change the card that an active membership or subscription charges, your customers can:

  1. Log into their customer account.

  2. Click Account in the navigation menu.

  3. Click Memberships or Subscriptions, then click the membership or subscription they want to change.

  4. In Settings, click Payment method.

  5. Click Update payment method, then select a saved payment method or click Add new payment method to enter a new payment method.

  6. Click Save.

The next payment for the membership or subscription will charge to the updated card. If your customer has more than one membership or subscription, they need to repeat the steps above to update their card on each one. 

Change or add a saved payment method for future purchases

To add a payment method to their account for future use, your customers can:

  1. Log into their customer account.

  2. Click Account in the navigation menu.

  3. Click Payment.

  4. Click a payment method listed in the menu to edit the information, delete it, or set it as default.

  5. Click Add new payment method to add a new card to their account. In the Card details panel, they enter the new payment method's information. 

  6. Click Save.

This adds a new payment method to their account that they can use for future purchases. Adding a credit card in the Payment panel doesn't change the card that's charged for any active subscriptions or memberships.

How customers sign out

Customers can sign out of their customer accounts by clicking Account in the navigation menu, then Sign out beneath their name.