There are two basic ways to create a customer portal (without a plugin) in Checkout Champ:
1. Create a new funnel
When creating your own customer portal, the easiest way is to click “Create Sales Funnel” from the dashboard:
After selecting “Sales Funnel,” select one of our membership funnels picture below:
This will create a funnel with a basic customer portal already created. Once inside your funnel, you will need to save all pages in your funnel.
If your business does not make use of any of these pages or features, you can delete the buttons in the members area as well as the pages in the funnel (For example: your business does not use pausing subscription, you can delete the pause button in the members area as well as the pause subscription page).
By default, the “User Profile” page only has billing info, but if you also need users to be able to edit their shipping info, you can drag a new profile page from the Members folder onto your funnel and select this profile template which offers billing and shipping inputs.
2. Custom Portal inside an existing funnel
The second method for creating a customer portal is to add all the necessary pages into your existing funnel and create your own routing.
Written instructions coming soon! Please reach out to your account manager for assistance!