- Product Types
- Prices Types
- Adding Products
- One Time Pricing
- Subscription Pricing
- Subscription Trials Setup
- Installment Pricing
- Donation / Pay What You Want
- Inventory Management
- Product Variants
- Variant Images
- Digital Downloads
- Change Product Availability
- Template Customization
- Product Collections
- First-Time Payment Discounts
- Manage Product Access
- Create Product With Free Trials
- Charge Set Up Fee on Trials
- Product List
- Product Pages
- Create Product Page in Elementor
- Custom Buy Links
- Product SEO
- Change Permalinks
- Custom Fields
- Test Mode
- Make Test Payments
- Edit & Customize Form
- Change Form Template
- Delete SureCart Forms
- Custom Checkout Form
- Add New Checkout Form
- Checkout Form With Gutenberg
- Checkout Form in Elementor
- Custom Thank You Page
- Create Donation Form
- Customize Confirmation Popup
- Include Coupons in URLs
- Pre-Fill Checkout Fields
- Change Checkout Texts
- Password Field in Checkout
- Default Country Code
- Add Terms to Checkout
- Conditional Block Checkouts
- Remove Coupon Field
- Hide Quantity Option
- Disable Quantity Editing
- Disable Item Removal
- Country Specific Purchases
- Update Store Details
- Dark Mode
- Orders & Receipts
- Menu & Slide-out Cart
- Manage Slide-out Cart
- Customers Section Overview
- Create Customer
- Delete Customer
- Update Customer Details
- Edit Invoice Details
- Create Shipping Profiles
- Manage Shipping
- Disable Payment Processor
- Manage Store Notifications
- Manage PayPal Branding
- How to transfer a store to a new organization and assign a license.
- How to Download SureCart Purchase Invoice
- Fix View Order Button
- Fix Express Payment Buttons
- How To Stop Sending WooCommerce Notifications via SureCart?
- Fix PayPal Test Connection
- Fix Sign-In Loop
- Fix Order Confirmation Redirect
- Fix Divi Bullet Point Issue
- Fix Customer Dashboard
- Fix JSON Response Error
- Failed Payment Behavior
- Fix Stripe Zip Code Error
- Fix "Product Can’t Be Blank"
- Troubleshooting Guide
- PayPal IPN Warning Emails
- Caching Configuration for SureCart
- Why iDEAL Might Not Appear in Your CheckoutÂ
- Compatibility Guide
How Can Customers Access the Dashboard
So you’ve got your online store up and running—congrats!
Now, let’s make it super easy for your customers to manage their orders with the customer dashboard.
The customer dashboard is a special page that SureCart automatically generates when you activate the SureCart plugin.
This is like my account page that your individual customers can access.
On this page, customers can find various details like recent orders, downloads, plans, account information, and more. They can also update their password, review billing details, and manage payment methods.
With this customer dashboard, people can add new payment methods, delete existing ones, and select a default payment method for their payments.
So let’s see how your customers can access their customer dashboard.
How Customers Can Access Their Dashboard While Making A Purchase
Once someone buys from you, they’ll get to a ‘thank you’ page.
On this page, your customers see a “Manage Orders” button appears. If the customer clicks this button, it takes them directly to their dashboard.
The user will also receive an email notification about their order, and by clicking the View Order Details button, they will be redirected to their Customer Dashboard.
The first time customers land on the dashboard page, a prompt will ask them to set up a password for their account.
They can use this password to login into their account whenever needed.
If you added the password fields in the checkout and your customer set up the password from there, they will not have this prompt.
How Can Users Navigate To The Customer Dashboard Using The Header Menu
You may have wondered how I could add a link to the customer dashboard to the menu header. It’s very straightforward; let’s dive in.
When you install the SureCart plugin on your WordPress website, the customer Dashboard page is generated automatically.
Here is the front-end URL for the customer dashboard.
You can link that customer dashboard URL to your menu so the users can access it from there.
- To do so, click on the Appearance and choose Menus.
- In the Page Section, click View All, select Dashboard, then click Add to Menu.
- The dashboard page will appear in your menus, then click the Save Menu button.
Now, anyone visiting your site can easily find the dashboard in the main menu.
They click, they log in, and bam—they’re in their dashboard!
And there you have it—a quick guide about how your customer can access their Customer Dashboard from the menu header. Simple as that!
If you have any inquiries or concerns, please do not hesitate to contact us. We are always ready to assist you!
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