Customer Dashboard Review - Watch Video. Table of contents and timestamps:.

<h2 id="heart--soil-account-management-overview">Heart &amp; Soil account management overview</h2><p><a href="https://www.loom.com/share/86c65e113a884fae9c817cfa84e69362" style=" text-decoration: none;" id="isPasted"></a></p><p><a href="https://www.loom.com/share/b793f42502a7426a9afe87af4f350306" style=" text-decoration: none;" id="isPasted"></a><a href="https://www.loom.com/share/b793f42502a7426a9afe87af4f350306" style=" text-decoration: none;" id="isPasted"></a></p><p><a href="https://www.loom.com/share/b793f42502a7426a9afe87af4f350306" id="isPasted" style=" text-decoration: none;">Customer Dashboard Review - Watch Video</a></p><a href="https://www.loom.com/share/b793f42502a7426a9afe87af4f350306" style=" text-decoration: none;"><img src="https://attachments.gorgias.help/mJQz875pZj2adpn4/hc/zKB3oxw8rV6rkVOL/2025032117-1a38e6ce-9c44-4745-b858-64f3026aacaf-4c64f986-6cec-49a4-b2f6-c9703c4dfb41.png" class="fr-fic fr-dii"></a>&#x200B;<p><strong>Table of contents and timestamps:</strong></p><ul><li><strong>Logging In and Receiving the Four-Digit Code</strong> (0:11)</li><li><strong>Managing Subscriptions</strong> (0:30)</li><li><strong>Merging and Splitting Subscriptions</strong> (1:18)</li><li><strong>Adding or Delaying Products in Subscriptions</strong> (1:40)</li><li><strong>Updating Payment Methods</strong> (3:41)</li><li><strong>Pausing or Cancelling Subscriptions</strong> (4:26)</li><li><strong>Viewing Order History and Tracking Orders</strong> (5:20)</li><li><strong>Managing Account Info: Profile, Addresses, Payments</strong> (6:12)</li></ul><p><br></p><h3 id="isPasted"><strong>1. Logging In -&#xA0;</strong><a href="https://shop.heartandsoil.co/a/account" rel="noopener noreferrer" target="_blank"><strong>Log in here.</strong></a></h3><ul><li>Click the <strong>account icon</strong> in the navigation bar.</li><li>Enter your email to receive a 4-digit code via email or SMS (if phone number linked).</li><li>Use the code to log in.</li></ul><hr><h3 id="2-dashboard-overview"><strong>2. Dashboard Overview</strong></h3><ul><li>The dashboard displays key information:<ul><li><strong>Upcoming Subscription Block</strong>: Options to ship, delay, or manage subscriptions.</li><li><strong>Recent Orders</strong>: View status and tracking.</li><li><strong>Subscriber Savings &amp; More</strong>: Access recommendations, NPS survey, and FAQs.</li></ul></li></ul><hr><h3 id="3-managing-subscriptions"><strong>3. Managing Subscriptions</strong></h3><ul><li>Navigate to the <strong>Subscriptions Page</strong>.</li><li><strong>Key Actions</strong>:<ul><li>Adjust delivery frequency or next order date.</li><li>Merge subscriptions.</li><li>Add new items to subscriptions.</li><li>Delay subscriptions or specific products.</li></ul></li></ul><hr><h3 id="4-order-management"><strong>4. Order Management</strong></h3><ul><li><strong>Order Summary Block</strong>:<ul><li>Apply promo codes and edit shipping methods.</li><li>Track orders from the <strong>Order History Page</strong>.</li></ul></li></ul><hr><h3 id="5-payment-methods"><strong>5. Payment Methods</strong></h3><ul><li>Update primary and backup payment methods.</li><li>Remove unused payment methods (if not tied to active subscriptions).</li></ul><hr><h3 id="6-account-information"><strong>6. Account Information</strong></h3><ul><li>Edit profile information, including phone numbers and SMS settings.</li><li>Manage delivery addresses.</li></ul><hr><h3 id="7-canceling-or-pausing-subscriptions"><strong>7. Canceling or Pausing Subscriptions</strong></h3><ul><li>Click <strong>Cancel Subscription</strong>.</li><li>Pause subscriptions instead of canceling.</li></ul><hr><h3 id="8-recommendations-and-faqs"><strong>8. Recommendations and FAQs</strong></h3><ul><li>Browse and add products from the <strong>Recommendations Page</strong>.</li><li>Access the <strong>FAQs Page</strong> for additional support.</li></ul><p><br></p><h2 id><a href="https://www.loom.com/share/86c65e113a884fae9c817cfa84e69362" style=" text-decoration: none;" id="isPasted"></a></h2><p><br></p>

Tutorial: Manage your account and subscriptions

Video walk through: Shop Pay Payment Update - Watch this if you are paying with Shop Pay. Be sure to follow every step. Shop Pay Payment Update. Step 1: Log In to Your Account, here. 2. Navigate to the Payment Method Section. 3. Update Primary Paymen

<h1 id="isPasted">Update Shop Pay Payments Method</h1><p>Video walk through: <a href="https://www.loom.com/share/96184f051734447a992028c3e82e7ee5?sid=923fb8e1-a4ee-496a-acb0-5072a3451cc4" rel="noopener noreferrer" target="_blank">Shop Pay Payment Update</a> - Watch this if you are paying with Shop Pay. Be sure to follow every step.</p><p><a href="https://www.loom.com/share/96184f051734447a992028c3e82e7ee5" style=" text-decoration: none;" id="isPasted" target="_blank" rel="noopener noreferrer"></a></p><p><a href="https://www.loom.com/share/96184f051734447a992028c3e82e7ee5" id="isPasted" rel="noopener noreferrer" style=" text-decoration: none;" target="_blank">Shop Pay Payment Update</a></p><a href="https://www.loom.com/share/96184f051734447a992028c3e82e7ee5" style=" text-decoration: none;"><img src="https://attachments.gorgias.help/mJQz875pZj2adpn4/hc/zKB3oxw8rV6rkVOL/2025012317-2b6e33d9-226e-47cc-b275-ab11b37b87cc-2e458005-bc5c-408c-9117-6c1435b318ee.png" class="fr-fic fr-dii"></a><p></p><ul><li><a href="https://www.loom.com/share/b793f42502a7426a9afe87af4f350306?sid=a0cbc923-370e-4b17-a87b-14718854abfe">Full Account Dashboard Walk Through</a><ul><li>Payment update at 3:43<a href="https://shop.heartandsoil.co/a/account/login"></a><a href="https://shop.heartandsoil.co/a/account/login"></a></li></ul></li></ul><p><strong>Step 1:&#xA0;</strong><a href="https://shop.heartandsoil.co/a/account/login"><strong>Log In to Your Account, here</strong></a></p><ul><li>Go to the website and click the <strong>Account</strong> icon in the navigation bar.</li><li>Enter your registered email address to receive a four-digit code.<ul><li>The code will come via sms (if you have your number stored) and email</li></ul></li><li>Use the code to log in.<ul><li>No code? Check your spam</li></ul></li></ul><p><strong>2. Navigate to the Payment Method Section</strong></p><ul><li>On the <strong>Dashboard</strong>, click &#x201C;Subscriptions&#x201D;<ul><li>If you have more than one subscription then choose the one you want to update</li><li>Alternatively, click <strong>Account Info</strong> in the sidebar and select <strong>Payment Methods</strong>.</li></ul></li><li>Scroll down to the <strong>Payment Method</strong> section.<img src="https://attachments.gorgias.help/mJQz875pZj2adpn4/hc/zKB3oxw8rV6rkVOL/2025012316-3dc82859-788d-4e5e-b7d1-ed0bb7ac75a6-image%20(3).png" style="width: 300px;" class="fr-fic fr-dib"></li></ul><p><strong>3. Update Primary Payment Method</strong></p><ul><li style="text-align: left;">Select the current <strong>Primary Payment Method</strong> from the list.</li><li>Click Securely Update.<img src="https://attachments.gorgias.help/mJQz875pZj2adpn4/hc/zKB3oxw8rV6rkVOL/2025012316-6a9f2e06-8cee-4ded-b4f4-5f1e2f099ff2-image%20(4).png" style="width: 300px;" class="fr-fic fr-dib"><img src="https://attachments.gorgias.help/mJQz875pZj2adpn4/hc/zKB3oxw8rV6rkVOL/2025012316-42620bd0-35f6-4aaa-ab4f-fee8125d7aee-image%20(5).png" style="width: 300px;" class="fr-fic fr-dib"></li></ul><p><br></p><ul><li>You will receive an email with a link to update your payment method.<img src="https://attachments.gorgias.help/mJQz875pZj2adpn4/hc/zKB3oxw8rV6rkVOL/2025012316-2bc8972f-d679-4076-9955-4104b7e25af0-image%20(6).png" style="width: 300px;" class="fr-fic fr-dib"></li><li>Follow the link and provide your updated payment details.<img src="https://attachments.gorgias.help/mJQz875pZj2adpn4/hc/zKB3oxw8rV6rkVOL/2025012316-d28935b7-bfd8-4f7d-9db0-a8a82e3a7c01-image%20(7).png" style="width: 300px;" class="fr-fic fr-dib"></li><li>For Shop Pay Payment types selection &#x201C;Use a different card&#x201D;</li></ul><p><img src="https://attachments.gorgias.help/mJQz875pZj2adpn4/hc/zKB3oxw8rV6rkVOL/2025012316-4e5e8cc4-c41a-4e8c-a820-79e775ae869e-image%20(8).png" style="width: 300px;" class="fr-fic fr-dib"></p><ul><li>Enter your new information and click &#x201C;Save Card&#x201D;</li><li>After you click Save Card you MUST click &#x201C;Update&#x201D; on the next screen</li></ul><p><img src="https://attachments.gorgias.help/mJQz875pZj2adpn4/hc/zKB3oxw8rV6rkVOL/2025012316-04306f8c-42d4-43cd-b76b-9daf73a76892-image%20(11).png" style="width: 300px;" class="fr-fic fr-dib"></p><ul><li><p>Navigate back to your account dashboard and refresh your Heart &amp; Soil account screen.</p><ul><li>Now confirm your new card is present as your payment method.<img src="https://attachments.gorgias.help/mJQz875pZj2adpn4/hc/zKB3oxw8rV6rkVOL/2025012316-5c59c226-a4de-453a-8eb3-6af5b11e7cf6-image%20(10).png" style="width: 542px;" class="fr-fic fr-dib"><br></li></ul></li></ul><p style="margin-left: 20px;"><strong>4. Add a Backup Payment Method (Optional)</strong></p><ul><li>In the <strong>Payment Method</strong> section, click <strong>Add a Backup Payment Method</strong>.</li><li>Enter the new payment details and save.</li><li>This ensures subscription processing continues if the primary method fails.</li></ul><p style="margin-left: 20px;"><strong>5. Manage Existing Payment Methods</strong></p><ul><li>To remove a payment method:</li><li>Ensure it is not active on any subscription.</li><li>Select the payment method and choose <strong>Remove</strong>.</li><li>To edit:</li><li>Select the payment method, make changes, and save.</li></ul><p style="margin-left: 20px;"><strong>6. Confirm Updates</strong></p><ul><li>Ensure all changes are saved.</li><li>Verify your subscription details to confirm the updated payment method is active.</li></ul>

Tutorial: Updating Shop Pay Payment Methods

Heart & Soil Account Management Tutorial.

<h2 id="heart--soil-account-management-overview">Heart &amp; Soil account management overview</h2><p><a href="https://www.loom.com/share/86c65e113a884fae9c817cfa84e69362" style=" text-decoration: none;" id="isPasted"></a></p><p><a href="https://www.loom.com/share/86c65e113a884fae9c817cfa84e69362" id="isPasted" rel="noopener noreferrer" style=" text-decoration: none;" target="_blank">Heart &amp; Soil Account Management Tutorial</a></p><p><a href="https://www.loom.com/share/86c65e113a884fae9c817cfa84e69362" style=" text-decoration: none;"><img src="https://attachments.gorgias.help/mJQz875pZj2adpn4/hc/zKB3oxw8rV6rkVOL/2025012316-302fe337-9384-42dd-83f4-c90cc1d12d40-8aecb19b-64b7-4584-81d2-ca012c3e06d1.png" class="fr-fic fr-dii"></a></p><p><br></p><h3 id="isPasted"><strong>Table of contents and timestamps:</strong></h3><ul><li><strong>Logging In and Receiving the Four-Digit Code</strong> (0:11)</li><li><strong>Managing Subscriptions</strong> (0:30)</li><li><strong>Merging and Splitting Subscriptions</strong> (1:18)</li><li><strong>Adding or Delaying Products in Subscriptions</strong> (1:40)</li><li><strong>Updating Payment Methods</strong> (3:41)</li><li><strong>Pausing or Cancelling Subscriptions</strong> (4:26)</li><li><strong>Viewing Order History and Tracking Orders</strong> (5:20)</li><li><strong>Managing Account Info: Profile, Addresses, Payments</strong> (6:12)</li></ul><p><br></p><h3 id="isPasted"><strong>1. Logging In -&#xA0;</strong><a href="https://shop.heartandsoil.co/a/account" rel="noopener noreferrer" target="_blank"><strong>Log in here.</strong></a></h3><ul><li>Click the <strong>account icon</strong> in the navigation bar.</li><li>Enter your email to receive a 4-digit code via email or SMS (if phone number linked).</li><li>Use the code to log in.</li></ul><hr><h3 id="2-dashboard-overview"><strong>2. Dashboard Overview</strong></h3><ul><li>The dashboard displays key information:<ul><li><strong>Upcoming Subscription Block</strong>: Options to ship, delay, or manage subscriptions.</li><li><strong>Recent Orders</strong>: View status and tracking.</li><li><strong>Subscriber Savings &amp; More</strong>: Access recommendations, NPS survey, and FAQs.</li></ul></li></ul><hr><h3 id="3-managing-subscriptions"><strong>3. Managing Subscriptions</strong></h3><ul><li>Navigate to the <strong>Subscriptions Page</strong>.</li><li><strong>Key Actions</strong>:<ul><li>Adjust delivery frequency or next order date.</li><li>Merge subscriptions.</li><li>Add new items to subscriptions.</li><li>Delay subscriptions or specific products.</li></ul></li></ul><hr><h3 id="4-order-management"><strong>4. Order Management</strong></h3><ul><li><strong>Order Summary Block</strong>:<ul><li>Apply promo codes and edit shipping methods.</li><li>Track orders from the <strong>Order History Page</strong>.</li></ul></li></ul><hr><h3 id="5-payment-methods"><strong>5. Payment Methods</strong></h3><ul><li>Update primary and backup payment methods.</li><li>Remove unused payment methods (if not tied to active subscriptions).</li></ul><hr><h3 id="6-account-information"><strong>6. Account Information</strong></h3><ul><li>Edit profile information, including phone numbers and SMS settings.</li><li>Manage delivery addresses.</li></ul><hr><h3 id="7-canceling-or-pausing-subscriptions"><strong>7. Canceling or Pausing Subscriptions</strong></h3><ul><li>Click <strong>Cancel Subscription</strong>.</li><li>Pause subscriptions instead of canceling.</li></ul><hr><h3 id="8-recommendations-and-faqs"><strong>8. Recommendations and FAQs</strong></h3><ul><li>Browse and add products from the <strong>Recommendations Page</strong>.</li><li>Access the <strong>FAQs Page</strong> for additional support.</li></ul><p><br></p><h2 id><a href="https://www.loom.com/share/86c65e113a884fae9c817cfa84e69362" style=" text-decoration: none;" id="isPasted"></a></h2>

Tutorial: Manage your account and subscriptions copy

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