SOP: Customer User Portal Guide (UpWellness) 

Purpose
To guide customers on how to create and access their UpWellness account and effectively use the customer portal.

Customer Portal Guide
https://www.upwellness.com/customer-portal-guide/

How to Create an Account

Option 1: Create via Purchase (Most Common)

• Go to the shop: https://www.upwellness.com

• Add any product to your cart

• Proceed to checkout

• Enter your email address and required details

• Once the order is completed, the account is automatically created using the provided email

Option 2: Access Your Account (Customer Portal)

• Go to the customer portal: https://www.upwellness.com/customer-portal-guide/

• Enter the same email used when placing the order

• Check your email for a 6-digit login code

• Enter the code to log in

Important Notes

• There is no traditional password setup initially

• A login code is sent to the customer’s email for access

• After logging in, customers can set a password in account settings

What Customers Can Do in the Portal

• Track orders

• Manage subscriptions

• View order history