Managing Your Customer Account: A Complete Guide

Managing Your Customer Account: A Complete Guide

By Michael Turner

February 16, 2025 at 11:57 AM

Customer accounts allow clients to manage their information, view orders, and simplify future purchases. Here's how they work:

Creating an Account

Customers can create an account in two ways:

  • During checkout by selecting "Create an account for faster checkout"
  • Using the "Sign In" link in the navigation menu

Highlight Create Account Button

Highlight Create Account Button

The navigation menu displays "Account" instead of "Sign In" when customers are logged in.

Yellow Arrow Indicating Login

Yellow Arrow Indicating Login

Checkout Process

Account holders can log in during checkout for faster transactions:

  • Click "Sign In" below the Email field
  • Select saved shipping addresses
  • Use stored payment methods

image

image

Nadine Glasses Order Summary

Nadine Glasses Order Summary

Managing Account Information

Once logged in, customers can access:

  • Memberships
  • Orders and donations
  • Subscriptions
  • Payment information
  • Shipping addresses
  • Profile details

image

image

Updating Account Information

Email Changes:

  1. Log into account
  2. Click Account > Profile
  3. Enter and confirm new email
  4. Click Save
  5. Confirm via email within 48 hours

Payment Method Updates:

  1. Log into account
  2. Click Account > Payment
  3. Add new payment method or edit existing ones
  4. Click Save

Note: Subscription payment methods must be updated separately through the Subscriptions section.

Logging Out

To log out, customers click Account in the navigation menu and select Sign Out.

Troubleshooting

Common issues when changing email addresses:

  • Mismatched email entries
  • Duplicate accounts
  • Invalid email addresses
  • Unconfirmed email addresses

For security reasons, only site owners or admin collaborators can delete customer accounts.

Related Articles

Previous Articles