ClickFunnels 2.0 Tutorial: Setting up the Basics

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Learn how to create your ClickFunnels account, set up your business “homepage,” and create and edit your first products and courses with this set of step-by-step tutorials.

Key Takeaways:

Getting Started with ClickFunnels 2.0 

ClickFunnels 2.0 gives users all the tools they need to create their very own thriving online business; but, first, you need to know how to get it set up. 

ClickFunnels 2.0 provides all the information and support you need to get set up through the excellent Knowledge Center; however, we’ve put together tutorials on some of the most essential and frequently used parts of ClickFunnels, so that you can start using ClickFunnels with confidence.

Account Setup

Before you can start taking advantage of all the many great features that ClickFunnels provides to its subscribers, you’ll need to create a ClickFunnels account.

Account Setup

Step 1: Go to the ClickFunnels website

Step 2: Click the blue Start Your Free Trial Today button

Step 3: Enter your Full Name and Email Address in the indicated fields. Then, click Continue.

Step 3

Step 4: Enter the required information and click on the blue Start My Free Trial button.

Start My Free Trial button

Step 5: You’ll receive an email that prompts you to Create a password or View your account dashboard.

View your account dashboard

Step 6: Once logged in you’ll be taken to your ClickFunnels Account Dashboard.

Create Your FunnelHub

The FunnelHub is your business’s homepage and the first thing that visitors will find when they search for you on the internet. It’s also where everything that you create with ClickFunnels will be featured. It aims to serve two main types of customers:

  • Customers who are looking to validate your business, brand, and service
  • Visitors who have discovered your business, brand, and service accidentally

Making sure your FunnelHub is set up professionally will go a long way in making sure that your business becomes a success.

Create Your FunnelHub

Step 1: From your ClickFunnels account dashboard, you’ll see a set of tasks that you need to complete. Select Set up your FunnelHub, followed by Create FunnelHub.

Create FunnelHub

Step 2: You’ll now be asked to choose from 4 different themes. Choose the one you like the most and click on the black Customize Now! button.

Customize Now

Step 3: After a few moments, the customization screen of your FunnelHub Home Page will load. You’re free to change the appearance of any text, images, and elements to your desired preferences. 

FunnelHub Home Page

Step 4: You can view and edit the different pages of your FunnelHub using the menu options at the top (highlighted in green) and on the left (highlighted in red) of the screen.

Create a Product

Every online business needs a product its visitors want to buy, so keep reading for how to create and edit your first ClickFunnels product.

Create a Product

Step 1: Select Products from the menu on the left side of the screen.


Step 2: Click the black Create product button.

Create product button

Step 3: A new window will appear. Choose whether you wish to create a Digital, Physical, or Bundle product. Enter a Product name and Description. Then, click the black Create product button in the bottom right corner.

Create product

Step 4: Now enter pricing information. One-time payment will be selected by default. Enter Amount, Price name, and Product cost, and then click on Create price in the bottom right corner.

Create price

For subscription pricing, you need to first click on Subscription at the top of the window. This will display the form shown in the image directly above. Enter Amount per payment, Price name, Product cost, choose how often the charge is applied in the Charge customer every field, and select product has a trial and Setup fee, if appropriate.

Setup fee

Step 5: You will now see the product you have just created. You may make further changes and improvements to the product information. 

You can add a product image (highlighted in red), select whether the product is taxable (highlighted in green), add shipping and inventory information (highlighted in blue), and edit SEO & Sharing information (highlighted in purple). 

Once you’ve completed updating the product to your desired specifications, click update product in the lower right corner.

Create an Online Course

If you’re a knowledge expert, teacher, or coach, then an online course could turn your expertise into a business. This tutorial explains how to create your first online course, edit it, and publish it.

Create an Online Course

Step 1: From your ClickFunnels account dashboard, click Sites & Funnels from the menu on the left side of your screen.

Sites & Funnels

Step 2: Select Courses from the submenu (highlighted in red) and then click New Course (highlighted in green) located in the center of your screen.

New Course

Step 3: Choose the Course template you wish to use. We’ll use the Basic Course template for this tutorial.

Basic Course template

Step 4: Enter a course Title and Description, select a Theme and Thumbnail Image, and then select the black Create Course button in the bottom left or upper right corner.

Thumbnail Image

Step 5: You’ll now see your new course within the course area of the ClickFunnels dashboard. Click on your new course (highlighted in red).

Click on your new course

Step 6: To edit the content of the course, you may click Customize in the upper right corner or select the Module, followed by the Module Lesson.

Module Lesson

Step 7: You can edit the design and content of the course to meet your desired specifications.

Once you’re finished making changes, click Save in the upper right corner.

Step 7

Step 8: When you’re happy with your course, select Draft and then click Publish. Your course will now go live and be available for customers to purchase.

Frequently Asked Questions

The ClickFunnels Knowledge Hub contains the ClickFunnels Academy, Live Training Programs, and Product Documentation giving users access to support and tutorials to get started with ClickFunnels.

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Samuel Fletcher
Samuel Fletcher is an entrepreneur with over ten years of experience in knowledge commerce, business development, SEO, social media management, and blogging. Sam enjoys researching and experimenting with the latest online marketing trends and tools. Beyond this, Samuel is a blogger, online business coach, and regular contributor to community and volunteering projects. Samuel believes strongly that dedication, perseverance, and commitment are keys to success in any business. He was motivated to start SupplyGem after discovering how difficult it was to find good, honest, unbiased information online about knowledge commerce tools. Sam is a current member of the Association for Talent Development (ATD), the International Society for Performance Improvement (ISPI), ISA (the Association of Learning Providers), The Learning Guild, and the Training Magazine Network.

Disclosure: I am an independent ClickFunnels Affiliate, not an employee. I receive referral payments from ClickFunnels. The opinions expressed here are my own and are not official statements of ClickFunnels or its parent company, Etison LLC.

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