CustomerHub

Learn how CustomerHub helps manage customer interactions, automate tasks, and improve engagement with easy-to-use tools and integrations.

CustomerHub Overview: How It Works and What It Does

Discover how the Get Started in-app wizard in CustomerHub can help you launch your online course or membership in just 30 minutes or less!

Get Started overview (in-app wizard)

Discover all the available options in your App Settings and learn how to customize features, manage preferences, and optimize functionality to suit your needs. This guide walks you through each…

App Settings: A Simple Guide to Customizing Your App

Understand the basics of CustomerHub and prepare to launch

Getting Started

Use these launch templates for step-by-step guidance through entire setup and launch process for onboarding, online courses, memberships, and more.

Launch Guides

Clarify the primary outcome you want new members to achieve during onboarding so you can design a clear, focused onboarding experience.

Define Your Onboarding Goal

Outline the key actions new users should take immediately after joining so you can structure your onboarding flow with clarity and purpose.

Map Your User's Onboarding Steps

Determine which actions, instructions, and content should be included as tasks in your onboarding experience to guide new users effectively.

Decide What Belongs in Your Onboarding Flow

Prepare the short videos, instructions, and supporting material needed for your onboarding tasks.

Create Onboarding Content

Create and configure an onboarding experience to guide new users through essential first steps inside your product.

Create Your Onboarding Experience

Preview your onboarding experience to ensure tasks, instructions, and content appear correctly before testing as a new user.

Preview Your Onboarding Experience

Log in as a new user to fully test your onboarding experience, confirm it triggers correctly, and ensure the flow behaves as expected.

Test Your Onboarding Experience as a New User

Publish and activate your onboarding experience so new users automatically receive a guided, structured first-time journey.

Launch Your Onboarding Experience

A guided, step-by-step sequence to design, build, test, and launch an onboarding experience that helps new members succeed from day one.

Clarify the primary transformation, skill, or outcome your course delivers so you can structure and build it with a clear focus.

Define Your Course Promise

Outline the modules, lessons, and learning sequence for your course so you can build it efficiently and guide users through a clear learning path.

Map Your Course Structure

Gather or create all videos, text, worksheets, and resources needed to deliver your course lessons efficiently.

Collect or Create Course Content

Create a Standard Product in CustomerHub to serve as the main container for your course, lessons, and learning experience.

Create a Course Product in CustomerHub

Create and organize the lessons (pages) and modules (sections) that make up your course content.

Add Your Course Content

Set up access, delivery, progress tracking, and purchase options for your course so users experience it exactly the way you intend.

Configure Course Settings

Preview your course as an admin to confirm your lessons, media, and navigation display correctly before testing as a user.

Preview Your Course

Test your checkout and access experience to ensure users can purchase your course and receive access exactly as intended.

Test Your Course Purchase & Access Flow

Publish your course and make it available to users by switching it from draft to live and confirming all content is visible and ready.

Publish & Launch Your Course

A step-by-step guide to building, configuring, and launching a course or program in CustomerHub — from content creation to live publication.

Launch Your Online Course

Learn how to clearly define the outcome your membership delivers so you can attract the right members and create content that supports their transformation.

Define Your Membership Promise

Explore the most common membership models and learn how to choose the right structure based on what your members need and how you prefer to deliver content.

Choose Your Membership Structure

Learn the essential assets to prepare before building your membership so you can launch smoothly, stay organized, and avoid roadblocks during setup.

Determine Initial Membership Assets

Learn how to create a new product in CustomerHub, set up your membership details, and prepare the foundation for adding content and delivering value to your members.

Create Your Membership Product in CustomerHub

Learn how to add sections, modules, lessons, videos, and files to your membership so you can organize your content and deliver value to your members.

Add Content to Your Membership

Choose how and when members receive your content by selecting Immediate, User Advanced, or Time Delayed delivery for your membership.

Configure Your Delivery Experience

Set up onboarding for your membership using either a simple Get Started module or an advanced onboarding experience to help new members begin with confidence.

Set Up Member Onboarding

Set up the pricing for your membership by creating or connecting a Stripe product and linking it to your CustomerHub membership so purchases automatically grant access.

Set Up Membership Pricing

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

Add new members manually or import them in bulk so they receive access to your membership and can begin using your CustomerHub site.

Add Members to Your Membership

Test your membership, preview the member experience, verify checkout and access flows, and confirm everything works before launching publicly.

Launch and Test Your Membership

Learn how to add new content to your membership—such as lessons, standalone products, or member-only posts—to keep your members engaged and continually receiving value.

Add New Content to Keep Members Engaged

Step-by-step guidance to build, test, and launch your CustomerHub membership.

Launch Your Membership

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