How do customer accounts work?
The customer account is the space on which your customers can consult their orders, subscriptions, invoices, update their contact details and their means of payment.
No. A customer can pay on one of your product pages without having to create a customer account.
A customer who has opened a customer account and returns to one of your product pages to place a second order will not have to re-enter his personal informations or payment method. He can pay in one click!
Your customers have 3 ways to create their customer account:
Go to "https://www.payfacile.com/ your-business /signup", enter their name, first name, email and choose their password.
Click on "Create an account with ..." when they place an order on one of your product pages.
Click on "Sign up" in the menu in the right-hand corner of your home page, pages and product pages.
You can invite your past customers to create a customer account by sending them the invitation link on their customer file.
You can hide the "Create an account with ..." box on your product pages from the advanced settings of your account.
When a customer orders on one of your product pages, he has the choice to create or not a customer account with you.
Customers are not required to open an account to be able to order.
By checking the box "Create an account with ...", your customer will create his customer account.
During his next orders, he will be able to connect if he wants these orders to be recorded under the same customer account with you.
To do this, all he has to do is click on "I already have an account". Once he is connected his personal and banking information will be pre-entered.
A "customer account" can only be linked to one email.
At the top of each customer's record you will find a link.
If your customer has not yet created a customer account then this link is an invitation link.
Share this link with your customer to invite him to open an account, he will only have to choose his password, the other information will be pre-entered.
If your customer has already created a customer account you will see a direct link to the customer's customer account that you can view.
To access their customer account, your customers can log on to "https://www.payfacile.com/ your-business /signin" or directly to https://www.payfacile.com/sign-in
Is the customer account mandatory?
No. A customer can pay on one of your product pages without having to create a customer account.
A customer who has opened a customer account and returns to one of your product pages to place a second order will not have to re-enter his personal informations or payment method. He can pay in one click!
Customer account creation
Your customers have 3 ways to create their customer account:
Go to "https://www.payfacile.com/ your-business /signup", enter their name, first name, email and choose their password.
Click on "Create an account with ..." when they place an order on one of your product pages.
Click on "Sign up" in the menu in the right-hand corner of your home page, pages and product pages.
You can invite your past customers to create a customer account by sending them the invitation link on their customer file.
You can hide the "Create an account with ..." box on your product pages from the advanced settings of your account.
1- Creating the customer account when ordering
When a customer orders on one of your product pages, he has the choice to create or not a customer account with you.
Customers are not required to open an account to be able to order.
By checking the box "Create an account with ...", your customer will create his customer account.
During his next orders, he will be able to connect if he wants these orders to be recorded under the same customer account with you.
To do this, all he has to do is click on "I already have an account". Once he is connected his personal and banking information will be pre-entered.
A "customer account" can only be linked to one email.
2- Creating the customer account via the invitation link
At the top of each customer's record you will find a link.
If your customer has not yet created a customer account then this link is an invitation link.
Share this link with your customer to invite him to open an account, he will only have to choose his password, the other information will be pre-entered.
If your customer has already created a customer account you will see a direct link to the customer's customer account that you can view.
3- Creating the customer account via "Sign up" in the menu in the right-hand corner of your pages
How do your customers access their customer account?
To access their customer account, your customers can log on to "https://www.payfacile.com/ your-business /signin" or directly to https://www.payfacile.com/sign-in
Updated on: 26/08/2024
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