Self Service Portal - Change Personal Details

Published on
July 19, 2023
Written by
written by Garima Singh
TABLE OF CONTENT

Introduction

circuly enables your customers to independently update their personal details through the Customer Self-Service Portal. This article outlines how the experience looks for your customers when they update their contact details or address, and why the process differs slightly for each type of information.

Customer Journey: Updating Profile Information

Your customers can change their name, email, and phone number by following these steps:

  1. Log in to the Customer Self-Service Portal.
  2. Click the "YOUR PROFILE" button.
  3. In the "Your Profile" window, click the pencil icon to begin editing.

  1. Make the necessary changes.
  2. Click "SEND" to submit the updates.

These changes are sent to the Circuly system and updated accordingly.

Customer Journey: Updating Shipping or Billing Address

To update the shipping or billing address for a specific order:

  1. Log in to the Customer Self-Service Portal.
  2. Go to the "Your Orders" section.
  3. Select the relevant order and click the arrow icon to view the order overview.
  4. On the order overview page, click the pencil icon next to the address.
  5. Make the necessary updates.
  6. Click "SEND" to confirm the change.

The updated address is saved in the Circuly system and associated with the selected order.

Why Contact Details and Address Are Handled Separately

Customers may use a single email ID to place multiple orders—for themselves, family, or colleagues—each potentially with a different delivery address. To avoid conflicts or incorrect data changes across orders, addresses are managed separately at the order level.

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Self Service Portal - Change Personal Details

Introduction

circuly enables your customers to independently update their personal details through the Customer Self-Service Portal. This article outlines how the experience looks for your customers when they update their contact details or address, and why the process differs slightly for each type of information.

Customer Journey: Updating Profile Information

Your customers can change their name, email, and phone number by following these steps:

  1. Log in to the Customer Self-Service Portal.
  2. Click the "YOUR PROFILE" button.
  3. In the "Your Profile" window, click the pencil icon to begin editing.

  1. Make the necessary changes.
  2. Click "SEND" to submit the updates.

These changes are sent to the Circuly system and updated accordingly.

Customer Journey: Updating Shipping or Billing Address

To update the shipping or billing address for a specific order:

  1. Log in to the Customer Self-Service Portal.
  2. Go to the "Your Orders" section.
  3. Select the relevant order and click the arrow icon to view the order overview.
  4. On the order overview page, click the pencil icon next to the address.
  5. Make the necessary updates.
  6. Click "SEND" to confirm the change.

The updated address is saved in the Circuly system and associated with the selected order.

Why Contact Details and Address Are Handled Separately

Customers may use a single email ID to place multiple orders—for themselves, family, or colleagues—each potentially with a different delivery address. To avoid conflicts or incorrect data changes across orders, addresses are managed separately at the order level.