If you’re setting up a new ClickFunnels account this is the best place to start. Learn how to create your account, invite your team, and customize your default settings.
Below is an overview of the account setup tasks you should complete as an admin. Within each section, you’ll find links to detailed instructions for each task.
Create Your Account
There are multiple ways to create a ClickFunnels account. The most common method of signing up for ClickFunnels is by starting a FREE 14-Day Trial. You can also sign up for ClickFunnels by using the Share Funnel sign-up page if you have received a funnel template from another ClickFunnels user.
After selecting your plan, you'll be able to get started in your new account. Learn more about Getting Started with a New ClickFunnels account.
Important Note: All New Users can schedule a FREE Onboarding call with our ClickFunnels Success Team here: https://www.cfknowledgebase.com/onboarding
Invite Your Team
Invite your team members to the account to start building funnels in ClickFunnels. You can customize each user’s permissions to control their access within your ClickFunnels account.
Customize Default Account Settings
These settings include company details, account time zone and language, default subdomain, and access to beta features. While setting up your account settings, you can also update your profile photo, shirt size, and change your password.
- Adding Your Company Name and Address
- Change Your ClickFunnels Subdomain
- Edit Your Timezone and Language Settings
- Adjust Your Affiliate Settings
- Get Access To Beta Features
Setup Your Technical Integrations
When getting started, you'll want to setup your own domain, business email hosting, SMTP integration, payment gateway, and other third-party integrations.
Through the ClickFunnels Marketplace, you will be able to purchase funnel templates and you can use the Funnel Rolodex to find additional service providers.
Manage Your ClickFunnels Subscription
You can manage your current subscription from the Account Billing & Subscription section of your account. Update your current subscription, and view your billing information.
- Change Your Subscription Plan or Cancel Your Account
- View or Download Invoice History
- Update Your Payment Information