Customer accounts

Let customers sign in on your store with an emailed code to see their orders, their loyalty points and choose your marketing emails.

In the admin Settings › Customer accounts

Open Settings › Customer accounts.

Let customers sign in

Tick Let customers sign in and choose Apply in the bar at the top (it says Unsaved changes while something is not saved). The card then shows On, and the address where customers sign in, your store’s address followed by /account.

While it is on:

  • Your store’s header shows an account icon next to search and the cart.
  • A customer signs in with their email. Your store emails them a 6-digit code, and they type it on the page. There is no password to remember. The code works for 15 minutes and is used once. After 5 wrong tries they ask for a new one, and at most three codes go to an address in 15 minutes.
  • Signing in for the first time makes them one of your customers, if they were not already, and they appear in Customers.
  • Signed in, they see their orders, newest first, and open each one’s status page.
  • If they subscribed to a product, they see Your subscriptions: each one’s items, price, frequency, next delivery and orders. They can skip the next delivery, pause, resume or cancel it, as far as you allow in [Subscription settings](/docs/subscription-settings/). An order that starts a subscription says so on its page and in its confirmation email, with a link to their account.
  • They choose whether to get your marketing emails. Ticking the box subscribes them at once, even with double opt-in on: signing in already proved the address is theirs. Their page in Customers shows “customer account” as where they agreed.
  • At checkout, their email and their default address are filled in, and any [store credit](/docs/customers/) they hold pays by itself.
  • If you assigned a Personal discount (%) on their customer page, their product prices appear throughout the shop after sign-in. Their current cart is repriced too. See [Customers](/docs/customers/) for how personal prices combine with markets, promotions and subscriptions.
  • You can make signing in a must: Customers must sign in before checkout in [Checkout](/docs/checkout/). Going to checkout then sends them here first and back to their cart.

What customers can do on an order’s page

Every order email links to the order’s own page, so these work with or without an account.

  • Buy again: always there. It fills a cart with what is still for sale, with the text the customer wrote for an item (such as an engraving) where the product still asks for one. If a product needs a text and the cart has none, checkout asks for it before the order is placed.
  • Cancelling an order: choose how long customers have, from 1 hour to 3 days, or Not allowed. It works only while nothing is paid and nothing has shipped, and it asks once more first. You cancel paid orders yourself, including one that was paid and then changed to cost more.
  • Let customers ask for a return: customers choose how many of each item and why, within your return window in Settings › Policies, counted from the last shipment. With no return window set (Return rules say Not stated or No returns), nobody can ask yet, and the page says so beside the setting, with a link to Return rules. Final sale items and gift cards cannot be returned this way. See [Returns](/docs/returns/).

They stay signed in for 30 days on that browser, or until they choose Sign out.

Turning it off hides the icon and signs everyone out. Turned on again, customers sign in afresh. While it is off, Customers must sign in before checkout does nothing, so your checkout stays open. If that tick is on, it applies again the moment you turn accounts back on, and people who don’t want an account can no longer order. A notice says so before you apply; to keep your checkout open, untick it in [Checkout](/docs/checkout/) first.

The page also says how many customers have signed in.

Points and rewards from a loyalty app

Install a loyalty app from the [App Shop](/docs/apps/) that offers customers their points on your store (it asks for the access Show your customers their points and rewards on their account page). Your customers' account page then has a section with your program’s name:

  • their points and their level, as the app’s loyalty service keeps them;
  • the rewards they can redeem, each with the points it needs, and a Redeem button once they have enough;
  • the codes of the rewards they redeemed, to type at checkout.

The section appears once the app has sent its first numbers, so an app installed but not yet switched on shows nothing. Opening the page asks the app for fresh numbers, at most once in 10 minutes. Until it has answered for that customer, the page says they are on their way. Redeeming sends the reward to the app, which takes the points in its service and sends back the code, usually within a minute; a customer redeems one reward at a time. A reward the app has not answered within a day reads as not redeemed, and the customer can redeem again. The points themselves are kept and moved by the loyalty service, not by your store. One loyalty app runs a store’s points: while one is installed, a second is refused. Removing the app, or turning its points off in it, takes the section away; another loyalty app starts from its own numbers, and a reward the removed app never answered does not hold the customer up.

The sign-in email

The email with the code is Sign-in code in Emails. It is written in the language of the page where the customer asked for it, and you can change its words like any other email. It is always sent while customer accounts are on.

Other ways to sign in

Customers can always sign in with an emailed code. Under Other ways to sign in, tick Continue with Google or Continue with Apple to add those to your store’s sign-in page. They sign in as the customer with that email address, and a new customer is made for an address you haven’t seen before.