CustomerHub

Learn where features live in the updated admin navigation and how the reorganized Settings menu is structured.

Updated Navigation & Settings Overview

To ensure users receive important updates, product access, and onboarding messages from your CustomerHub site, we recommend whitelisting our sending address in your email provider.

How to Whitelist CustomerHub Emails

Cearing your browser cache on desktop and/or mobile can resolve common CustomerHub issues like outdated content, missing features, and display errors.

Clear Your Browser Cache (and When You Should)

Learn how to customize the navigation icons in your CustomerHub site.

Add custom navigation icons

Instructions on how to change the product menu orientation from a right column to a left column for the Motivate theme.

Change the product menu orientation

A list of all known urgent & high priority issues with updated status, description, and other details.

Priority Known Issues

Details on upcoming scheduled maintenance

Scheduled Maintenance

Unlock the mystery of SCORM! This article breaks down what SCORM is and explores whether CustomerHub aligns with SCORM specifications—so you know exactly what to expect. 🚀

Does CustomerHub support SCORM?

Learn how to add custom styles to your theme.

Adding custom CSS

Integrate tracking for Keap, Google, Facebook, etc.

Adding JavaScript to your site

Learn how to sign up for the CustomerHub referral program, create your unique affiliate link, and start earning commissions when your referrals make a purchase.

How to Earn Commissions by Referring People to CustomerHub

This article summarizes the important changes for all CustomerHub Next accounts (includes all apps created after March 2021).

Important CustomerHub Changes (Aug 2025)

Explore advanced customization options and stay up to date on platform behavior, known issues, and major changes.

Advanced Settings & Support

This article summarizes the important changes for all CustomerHub Classic accounts (includes all apps created before April 2021).

Important Changes for Classic CustomerHub Accounts (Aug 2025)

This guide walks you through how to move your content from CustomerHub Classic into the new CustomerHub platform.

Migrating from CustomerHub Classic to the New Platform

CustomerHub Classic

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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.

Connect your stack

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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