CustomerHub

A tour of what CustomerHub does — the hosted, password-protected site it builds for your digital products, plus product templates, community and engagement features, user management, and integrations.

CustomerHub Overview: How It Works and What It Does

How to log in as an admin or as a member using email and password, Continue with Google, or a passkey — plus how to reset your own password or…

Logging in to CustomerHub

Customize your CustomerHub site by uploading your logos, choosing brand colors, selecting fonts, and applying your visual identity across your membership experience.

Customize Your Member Site Branding

Customize the layout, header styles, fonts, and visual elements of your CustomerHub site by adjusting theme settings for deeper control beyond your global brand settings.

Fine-Tune Your Member Site Theme

What the Elevate theme does differently: the dashboard widget system, navigation and appearance settings, the CSS class reference, and the redesigned member experience.

What's New in the Elevate Theme

Preview Your Member Site

Control what appears in your site's main navigation from Settings → Site Pages: add, edit, reorder, and remove navigation items, including their labels and icons.

Edit Site Pages

How to access and configure your CustomerHub App Settings — workspace identity, member-facing features, engagement thresholds, video completion tracking, and API key management.

App Settings: A Simple Guide to Customizing Your App

Learn how to customize your site, branding, and basic settings so your CustomerHub feels polished and ready for users.

Discover & Customize

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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