Letting Your Clients Update Their Profile & Credit Cards in Infusionsoft
The video below shows you some simple tips on how to work the “Client Login” feature of Infusionsoft.
Did you know that you can browse to your Infusionsoft application and type on the end of it “ClientLogin” to see a place where your clients can login and manage their subscriptions & profile? Here’s an example…
https://techportal.infusionsoft.com/ClientLogin
Try that one on your application by putting your Infusionsoft name instead of mine and you’ll see that you have one too. Clients can go in there and update their profile anytime or update their subscription payment methods and even add credit cards to their account.
This is just one example of something that I’m always surprised to find people not using.
Click here to watch a larger version
2 Responses
Micah,
Thanks for taking the time to figure this out and share it. Very helpful stuff. The kicker is the sync at the end. Love it!
We’re implementing this right away.
Great video, I have been racking my brains about how I could get my customers to manage their details.
love your discovery.