Manage Your Purchases in CRM
What Is Manage Purchases?
Manage Purchases is a centralized section within your CRM profile that allows you to view and manage all your memberships, courses, and payment history in one place. It is designed to help you quickly understand what communities you’ve joined, what courses you’ve enrolled in or purchased, and what payments you’ve made through the platform.
This feature is intended for users who want clear visibility into their own account activity. It is separate from tools used by creators or administrators to manage content they own.
Key Benefits
Having a single location for purchase-related information simplifies how you track your account details and reduces the need to navigate multiple sections of the platform.
Centralized Overview
See your communities, courses, and payment records from one organized screen.
Membership Tracking
Review both free and paid communities linked to your CRM account.
Course Access
Check all courses you’ve purchased or enrolled in, making it easy to access your learning materials.
Payment Transparency
View past transactions, download invoices, and see which payment methods were used.
Organized Account Management
Keep your memberships, courses, and billing information easy to understand and manage.
How to Access Manage Purchases
You can reach the Manage Purchases section directly from your profile menu on the CRM homepage. This ensures you’re viewing details connected to your own account.
Follow these steps:
- Go to the CRM homepage.
- Click on your profile menu.
- Select Manage purchases.
- Use the available tabs to review your Communities, Courses, and Payment History.
Frequently Asked Questions
Is Manage Purchases the same as the admin or creator studio?
No. Manage Purchases is for end users to review their own memberships, courses, and payments. The admin or creator studio is used by account owners to manage content they’ve created.
Can I see both free and paid communities?
Yes. The Communities tab displays all communities—both free and paid—that are connected to your CRM account.
How do I view my purchased courses?
Go to the Courses tab within Manage Purchases. It lists all courses you’ve purchased or enrolled in.
Can I download invoices?
Yes. Invoices are available for download from the Payment History tab.
Why is a payment method shown in my history?
The Payment History displays the method used for each transaction to help you track and understand past purchases.
What if a course or community is missing?
First, confirm you’re logged into the same account used for the purchase or enrollment. If it’s still not visible, contact the business or community owner for support.
Can I update my payment method here?
Manage Purchases allows you to view past payment methods, but it may not support updating them directly. Check your account settings or billing profile for payment method management.
Can I cancel a membership from this page?
Manage Purchases helps you review membership details, but cancellations may need to be handled through the community or course owner, or via your subscription settings.