Sometimes your customers may have trouble finding where to manage their subscriptions, update payment details, find their affiliate dashboard, reach their worksheet responses, or edit their profile information.
The good news: everything they need is already available in their own Simplero account — and you can easily grab the right links to help them out.
This guide walks you through how to find and share the right pages with your customer.
Viewing a Customer’s Subscription Management Page
This is where customers can:
Manage what emails and lists they’re subscribed to
Unsubscribe or re-subscribe
Update editable custom fields (if you’ve allowed them)
Here’s how to find it:
From your Simplero Admin Dashboard, click Contacts in the main navigation.
In your contact list, search for the customer’s name or email.
Click their name to open their contact record.
Once you’re in the contact record, hover over their avatar (profile image) in the top right corner. You’ll see a small tooltip that says “See their subscription management page.”
Click the avatar to open their Subscription Management Page.
From here, you can:
Copy the full URL from your browser’s address bar and share it directly with the customer.
This link takes them straight to their subscription settings.
✅ Tip: If you’ve set up editable custom fields, this is also where they can update that info.
Viewing a Customer’s Purchase Page (for Payment Info)
If your customer needs to update a payment method or manage a subscription payment, you can send them a direct link to their purchase.
Here’s how to find it:
In the customer’s contact record, scroll down to the Purchases section. Find the specific purchase you want to help them with, and click to open it.
Once you’re inside the purchase summary, look just under the avatar — you’ll see three links:
See as → Opens the customer’s view of the purchase page
Email → Emails the purchase link to the customer
Manage → Opens the payment management page directly
What each link does:
See as: Opens the customer’s main purchase page, which also includes a “Manage Payment” option.
Email: Sends them a link to their purchase page via email automatically.
Manage: Takes you to the payment management screen — where they can add, update, or change their payment method (or fix a failed payment).
If the customer says they didn’t receive the email, you can always copy the URL from your browser and send it to them manually.
Viewing an Affiliate’s Dashboard
If you need to help one of your affiliates access their dashboard or confirm what they can see, you can open that view from your admin account.
Here’s how:
From your main Simplero navigation, go to Marketing → Affiliate Programs. Under the program you’re managing, click on the number of affiliates — that opens the affiliate list.
Find the affiliate you want to view and click their name:
Then click the Affiliate's name next to their avatar in the top right of the page. This opens their Affiliate Dashboard — the same view they see.
Affiliate's dashboard as the customer sees it:
You can copy the link from your browser and share it with them if needed.
Viewing a Customer’s Worksheet Responses
You can also see a customer’s worksheets exactly as they do.
Here’s how:
Go to the customer’s contact record, and scroll to the section titled Worksheet Responses. Click on the worksheet title to open it.
Inside the worksheet view, look to the right under the avatar and click “See as.”
That opens the customer’s version of the worksheet — complete with their responses and what they have access to.
You can copy that link if you need to share it with them.
Quick Recap
Subscription page: Hover over their avatar in the contact record → “See their subscription management page.”
Payment info: Open a purchase → use the Manage link.
Affiliate dashboard: Go to Marketing → Affiliate Programs → Open the affiliate's summary → click affiliate’s name.
Worksheets: From contact record → Worksheet Responses → Open the worksheet → “See as.”
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