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Sending Customer Hub Link

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Bytimothy A
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Overview: 

Sending the Customer Hub Link allows users to share a secure link with customers so they can access their personal Customer Hub. This enables customers to view orders, invoices, subscriptions, and payment methods directly, improving self-service and communication efficiency.

Follow these steps to send a Customer Hub link: 

Step 1: On your dashboard, navigate to the Orders tab under the Sales section and click on it.
Step 1: On your dashboard, navigate to the Orders tab under the Sales section and click on it.

Step 2: You will then be navigated to the Orders tab.

Step 2: You will then be navigated to the Orders tab.

Step 3: Select an existing product, then click on it.

Step 3: Select an existing product, then click on it.

Step 4: You will then be taken to the Order Summary page.

Step 4: You will then be taken to the Order Summary page.

Step 5: Scroll down to the Order Summary and click on the three-dot menu.

Step 5: Scroll down to the Order Summary and click on the three-dot menu.

Step 6: A pop-up window will appear, where you can click Send Customer Hub Link to proceed.

Step 6: A pop-up window will appear, where you can click Send Customer Hub Link to proceed.

Step 7: Once clicked, a pop-up notification will appear, confirming that the email was sent successfully.

Step 7: Once clicked, a pop-up notification will appear, confirming that the email was sent successfully.

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