New customers requesting an account needing approval

6 0 3


This is my first post. We are new to Shopify and our store is not yet opened for web activity. I am not sure if  I am missing something simple, need to learn Liquid or need to hire an expert to customize this for me.

We have both a retail and wholesale business. The wholesale side requires business to have a secure account with us to conduct business. Essentially a members only store. This document was helpful for all but one of our needs.

When a new customer sets up their account we DO NOT want that account to be active. We need to review and approve a customer before they are allowed to see product pricing and submit orders.

I have a simplistic solution using a new page prompting them with a MAILTO form for name, address … etc and then they can click and send us an email asking for access

Ideally I would love to have a way for a new customer to set up a customer record WITHOUT specifying a password.  We can add a tag saying “Needs review” and then we can review new customer records. Once we approve them we can send them a password reset email.

Has anyone done this? Am I over complicating Shopify? Just wanting to hear ideas

Thank you ! – Al




Shopify Staff
Shopify Staff
11 0 9

Hi Al,

Mark K here - I hope you're keeping well!

Good question, I can certainly see the logic behind what you're trying to do!

Using a Shopify Expert might be the answer, but there are a couple of other options to explore first. One of which would be the Locksmith app (linked below). It may very well provide just the functionality you need, and there's a 15 day trial to find that out!

I'd consider going down the Shopify Expert route, more info on that here -

Hopefully that's helpful to you, but if not, feel free to contact us at and we can look into it in more detail!:)





6 0 3

Thank you Mark. I will look at Locksmith, it did not occur to me to look at the apps.

I will also send an email to Mods as suggested.

I may stick with the MAILTO form for now. Not the prettiest solution but it's working.

thanks again

New Member
6 0 0

Hello Albert!  Could you please inform me of how to add the MAILTO form?  Or if you could link me to some kind of instructions?


Thanks so much!  

Shopify Expert
177 1 107

You are not overcomplicating it... this is not easy to accomplish on Shopify without a third-party app.

We've developed an "account approval" into the Customer Fields app to help simplify this process:

  • Create a new registration form and add any fields you need to collect from customers (birthday, business license, etc.)
  • Enable the "require account approval" setting
  • Applicants will be added to a segment called "to review"
  • Review applicant information and choose to approve/deny
  • Customize email templates that will be sent to customers on approval/denial
Michael | Business Development @ Helium
Helium builds apps that merchants depend on:
- Customer Fields
- Meteor Mega Menu