Shopify Design

TyW · ‎11-29-2019

You can create a members-only store by showing a login or register page when customers navigate to your website. To make your store accessible only to registered customers, you need to edit your Customer accounts settings in the admin, and add some Liquid code to your theme.

Note: If you want only certain pages to be members-only, then you need to install an access management app from the Shopify App Store.

Enable customer accounts

From your Shopify admin, go to Settings > Checkout.
In the Customer accounts section, click Accounts are required:
Click Save.

Edit your theme.liquid file

From your Shopify admin, go to Online Store > Themes.
Find the theme you want to edit, and then click Actions > Edit code.
In the Layout directory, click theme.liquid.

Find the opening <head> tag in the code. On a new line below the opening <head> tag, paste the following code:

{% unless customer %}
    {% if template contains 'customers' or request.path == "/challenge" %}
        {% assign send_to_login = false %}
    {% else %}
        {% assign send_to_login = true %}
    {% endif %}
{% endunless %}{% if send_to_login %}
<meta content="0; url=/account/login?checkout_url=/" http-equiv="refresh" />
{% else %}

Find the closing </body> tag in the code. On a new line below the closing </body> tag, paste the following code:
```
{% endif %}
```
Click Save.

Change the page that logged-in customers are redirected to (optional)

Customers that log in are automatically redirected to the home page of the shop. You can edit where customers are redirected by editing the meta refresh tag URL in the code you just pasted.

Find the following <meta> tag in the file:

<meta content="0; url=/account/login?checkout_url=/" http-equiv="refresh" />

Add the URL path you'd like to use just after checkout_url=/. For example, if you want your logged-in customers to go to your catalog page when they navigate to your site, add collections/all to the URL path. Your code should look like this:
```
<meta content="0; url=/account/login?checkout_url=/collections/all" http-equiv="refresh" />
```
Click Save.

TyW | Online Community Manager @ Shopify
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Ryanf153 · ‎01-22-2020

What would be the code if I wanted to restrict a specific site page to only logged in users with a specific tag?

Thanks for your help!

martinhalik · ‎01-31-2020

This should help: https://help.shopify.com/en/themes/liquid/objects/customer#customer-tags

Here is an example:

{% for tag in customer.tags %}

{% if tag contains 'newsletter' %}

Show Heyyy! Your are customer with tag including word newsletter
{% endif %}

{% endfor %}

michaelh730 · ‎03-28-2021

How do I edit the code to require customers to register / login on the shopping (product page) only? I want the rest of the website open to anyone, but I need to require customers to login or register in order to view the "Shop / Product Collection" Page of my website. I would rather edit the code to make this change versus paying a monthly subscription fee for an access management app.

Thanks,
Mike

michael-helium · ‎03-29-2021

@michaelh730 check out this post which shows how to determine whether a customer is logged in or not. It shouldn't be much more work than that to redirect the customer to register/login. If you're not comfortable with Liquid use the Locksmith app or hire a Shopify Expert to code this in for you.

Michael, COO @ Helium
- Customer Fields ✪✪✪✪✪ (285 reviews)
- Meteor Mega Menu ✪✪✪✪✪ (229 reviews)

vtpokecards · ‎07-13-2021

This is exactly what I want do to. I have made my page member only access, but I want it to be only if you have a certain tag. Where do I insert the coding you @martinhalik mentioned

{% for tag in customer.tags %}
{% if tag contains 'savage' %}
Well well well...
{% endif %}
{% endfor %}

Thank you!

martinhalik · ‎07-14-2021

Not remember exactly but you can put it on specific page template you want to restrict. Or for whole store you can put it in theme.liquid around {{ content_for_layout }}

You will see what it does and then you can proceed based on that.

Here is something similar with demo https://www.youtube.com/watch?v=oNegu1CmV64

Hope it helps.

Voltage_Matt · ‎02-05-2020

I also suggest disabling the account registration page, so people can't just create their own account and browse your store.

BerserksGlass · ‎02-14-2020

Stuck on how to do this if you could help.

Voltage_Matt · ‎02-14-2020

Where are you stuck?

BerserksGlass · ‎02-14-2020

Stuck at disabling the create an account page. I have everything else working, but I need to remove that page so I can get customers to email to request an account.

Reincarnated · ‎02-14-2020

Just an Idea....

At the top of the page, add

{% if customer %}

At the Bottom of that area, add

{% endif %}

This will make it only show to people who are already logged in. Which ironically then won't show it because they are logged in so they do not need to create an account.

You can then make a section on the page, or a specific page with a Contact list about creating accounts. You can even set it up to TAG the customer as a Lead when they email you.

Best Regards.

Voltage_Matt · ‎02-14-2020

Yes, the above method will work too.

The easiest solution for this is to go into your theme's code and copy the contents of the customers/login.liquid file and paste them/copy them over to the customers/register.liquid file. This will replace the registration page with a login form.

Good luck!

BerserksGlass · ‎02-14-2020

Thank you. Got it working now.

CedricLBK · ‎04-16-2020

Hey there,

thank you for the short tutorial, works just fine. Now i need to find a solution so that anyone who registers needs to be activated by an admin first in order to see the shop. Any suggestions? Also, i'd like to add more forms to the registration process, maybe split it up into 3 pages because it's pretty much information. Also, is there a way to add a file upload option while registering? I need some documents from my customers before they're allowed to see the shop.

Have a nice day 🙂

Voltage_Matt · ‎04-16-2020

Cedric,

You could use some basic liquid to only allow customers who have been tagged "Approved" access to the store. As for more forms/fields for registration the best solution we use is an app called customer fields: https://apps.shopify.com/customr

CedricLBK · ‎04-16-2020

Thanks for your response Matt.

I already found exactly what i was looking for in this addon: https://apps.shopify.com/advanced-registration

Unfortunately, it is not available during shopify test phase which is sad. Is there any way to test it, without having to get a plan first?

Voltage_Matt · ‎04-16-2020

Only some apps allow testing in a dev environment, seems like that one does not. I know the one I suggested will allow you to test it out.

shopshoesbyty1 · ‎05-17-2020

I would like to know how to lock a collection only for logged in customers to see.

martinhalik · ‎05-18-2020

That's different topic, but you will find a tutorial how to do that here: https://www.youtube.com/watch?v=8Tsm8gkSK-o

kantankaJewels · ‎12-01-2020

How would you add the "approved" tag to customers?

where would you see the new customer registrations to approve them?

Right now i have a registration page that allows people to sign up and automatically browse after signing up. I'd like to approve them before they're allowed to browse the store, after uploading some identifying documents.

michael-helium · ‎02-04-2021

There are two distinct problems mentioned on this thread:

Collecting additional information from customers in order to approve their account as a wholesaler
Locking unauthorized customers out of certain parts of the storefront (products/pricing, collections, navigation items, etc.)

Collecting customer information

You'll most likely need to use an app like Customer Fields (see this post about why an app is required to store data to a customer account on Shopify.)

Customer Fields enables you to:

create unique registration form(s)
collect important information from customers
organize/segment customers
manage customer tags

All of these are important steps in the process of approving new wholesale customers and restricting unauthorized access to wholesale products or pricing.

Locking unauthorized customers out

To restrict access to your store, you will either need to follow the tutorial on this thread or use an app like Locksmith. There are many guides (such as this one) that demonstrate how to hide products/collections using Liquid code (usually based on customer tags), but no code solution is "one size fits all".

This is why we recommend using the Locksmith app; it's a powerful and flexible tool specifically built for access control.

Here's a snapshot into an ideal flow used by many wholesale merchants:

Use Customer Fields to create unique registration form(s) to collect important information from your wholesale customers
Enable account approval so you can review/approve customers before an account is created on Shopify
Automatically tag customers (eg: “B2B”) who complete your wholesale registration form (if using account approval, the tags are added to Shopify after customers are approved)
Use Locksmith to restrict access to the entire store, certain products, collections, menu items, etc. based on customer tags

Keep in mind that the flow above is just one example -- there are lots of other use-cases and flows that can be handled as well!

Michael, COO @ Helium
- Customer Fields ✪✪✪✪✪ (285 reviews)
- Meteor Mega Menu ✪✪✪✪✪ (229 reviews)

michael-helium · ‎02-04-2021

@kantankaJewels

The account approval and auto-tagging features of the Customer Fields app sound like a perfect solution for you.

Michael, COO @ Helium
- Customer Fields ✪✪✪✪✪ (285 reviews)
- Meteor Mega Menu ✪✪✪✪✪ (229 reviews)

kaan2 · ‎07-25-2020

Hey,

I am working on developing a members-only store. I have noticed that you solved that issue. Can you help me out for that please if possible ? I can also make you payment if you can set up same thing for my store

gsek2 · ‎07-29-2020

If I were to configure the coding for Login so that the option to 'Create Account' is no longer there by deleting:

<p>
{{ 'layout.customer.create_account' | t | customer_register_link }}
</p>

Would that interfere with me sending out Account invitations for customers I want to have access to my website?

I did try to send out an account invite as a test run; however, upon clicking the link to activate account it comes up as 'refused to connect'.

kantankaJewels · ‎12-01-2020

i've done this but now when i try to click create an account nothing happens.

When i disable customer accounts the main page doesn't even load. in order to make the main page load i've enabled customer accounts but noting happens when i click create an account.

how do i get customers to request an account?

i've copied the contents of customers/login.liquid over customers/register.liquid effectively removing the original content of customers/register.liquid.

how do i get customers to request an account?

mikeanwa · ‎10-16-2020

Hi,

how to stop customers on the member-only page to just sign in and log in to the collection page?

ALIAS · ‎11-24-2020

How do you integrate this? I am trying to create a subscription page but the login already has the payment options so they must pay to enter the site. Can someone help me with this? Please!!!
Thank you!

afp1978 · ‎04-10-2021

I like your idea of disabling account sign ups from the landing page. I would like to keep my store invite only to start so I would like to disable the create account link on the home page lander. Do you know how to do that?

martinhalik · ‎06-09-2020

Then you probably want to have a login page as homepage and no members-only store.

julient · ‎06-11-2020

Hi TyW,

Thanks a lot for all this, I did the edits and it works perfect, the only issue is once the user has logged in, he is redirected to the My account page, while I have replaced the checkout URL with my homepage URL. This is weird, could you help me maybe?

My website is listd.ae and the password is listd

I attach the code below:

<head>
{% unless customer %}
{% if template contains 'customers' %}
{% assign send_to_login = false %}
{% else %}
{% assign send_to_login = true %}
{% endif %}
{% endunless %}

{% if send_to_login and request.path != "/challenge" %}
<meta content="0; url=/account/login?checkout_url=listd.ae/" http-equiv="refresh" />
{% else %}

Thanks a lot!

lamettav · ‎06-25-2020

Hey all! Great tutorial. I have a little question (I might have overlooked and didn t see the answer already)
How can I have one page excluded from the only logged in customers can see content?
Like I want to display log in only when someone does not have an account yet but want to redirect "Create account" to an alternate page.
Can I somehow exclude the needed URL in the header part?
Hope you understand what I mean 😅

Thank you already!

MT-Sentissi · ‎07-13-2020

Hi TyW,
The code works for me!
May I want to activate it for different pages of my site!
I explain:
- Client 1: will have the right to access my-domain/pages/1AC-GA (Page title: 1AC_GA)
- Client 2: will have the right to access my-domain/pages/2AC_GA (Page title: 2AC_GA)

I add to the client card 1, the tag: (1AC_GA)
And I add to the client card 2, the tag: (2AC_GA)
But it doesn't work! 🙂 🙂 🙂
I miss a code, to put on the (page.liquid)
Specific (page.1AC_GA.liquid) and (page.2AC_GA.liquid)

Please help!
Best regards.

@MT-Sentissi

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JessTurc · ‎07-28-2020

Hi Guys,

I have put the coding into my FLOW theme, however it doesn't allow me to access to customise my theme anymore in the editor?

Is this something extra that I need to look into? I have copied the coding straight from this forum.

Thank you in advance,

Jessica

CurtisB · ‎08-30-2020

Hi @JessTurc, did you figure out how to get the editor to work again? I had the same issue after putting the login page code in place.

Thanks,

CurtisB

vknggrl · ‎08-06-2020

Hello!

First, thank you for this, it's been really helpful.

However, in the last week it's stopped working; customers just continue to get sent to the customer login page, even after login, and not to any other route. Is this code still working for you? Nothing changed code-wise from my end, so I'm wondering if something changed behind the scenes in shopify.

Thanks,

Phaedra

sonnybyrd · ‎08-18-2020

This is awesome, thank you. How do you then customize / edit the log-in page that non-logged in users are directed to?

SteveOD · ‎10-13-2020

Hey,

thanks for the tutorial. can you tell me how I can forward the other pages for logged in users? I don't want any user whether logged in or not, e.g. comes to the start page or collections. Only the checkout (BuyButton) and the user account should work. Many thanks

ALIAS · ‎11-24-2020

how can you make the login page accept payment to create an account?

Somenfun · ‎08-30-2022

Hi Alias, did you ever figure this out? how can you make the login page accept payment to create an account?

Jrogers · ‎03-02-2021

Hi there - I love your work here and it's very helpful.

I'm looking to use this but also allow customers to access only one other page via a link on this password/login page. I want them to submit an application to be a part of the member's only website. How do I give them access to only that one other page? Let me know if you have any questions.

michael-helium · ‎03-03-2021

@Jrogers if you're using Customer Fields I recommend reaching out to the support team via the in-app chat widget or by contacting support@heliumdev.com

To restrict access to a certain page you can hire a Shopify Expert to add some simple Liquid logic or use the Locksmith app. It would be easy enough to put a link in the customer's account page where they can access the member-only page after they've logged in. Our team also offers additional services exclusively for Customer Fields app users so you might consider that route as well.

Michael, COO @ Helium
- Customer Fields ✪✪✪✪✪ (285 reviews)
- Meteor Mega Menu ✪✪✪✪✪ (229 reviews)

mersidoma94 · ‎11-10-2021

checkout error

please help!!

HouseOfEnergy · ‎03-22-2022

Hi if we only want a portion of our site (and it's products) to be a "Members Only Area" that requires registration + login (so we can capture emails and ensure they read our Members Area Terms & Conditions) –how would we do that?

[!] Requirements/Desires:

All of site to be public EXCEPT "/membersarea" (has exclusive products, not available pubicly)
Anybody may register to become a member (must sign-up with email, sign terms and conditions)

michael-helium · ‎03-23-2022

@HouseOfEnergy
If you're comfortable with Liquid, see this post.

If not, see our blog on this topic: How to Create a Shopify Membership Site and Restrict Access to Your Shopify Store

If you're already using Customer Fields for your members-only store, contact support@heliumdev.com.

Michael, COO @ Helium
- Customer Fields ✪✪✪✪✪ (285 reviews)
- Meteor Mega Menu ✪✪✪✪✪ (229 reviews)

Garagelandlou · ‎06-22-2022

How do I make my entire store paid subscription base? This run down helps with creating a member, but what if I want them to also sign up for a monthly or yearly membership?

lindsiejones · ‎02-02-2023

Hello, when I go to the Customer accounts section, click Accounts are required: I do not have the same options as you have on here. Mine are attached. I need to have my site setup where people can't see anything past the homepage until they sign in to activate the other pages. **I apologize if this has been answered but I read a lot of the comments and did not find the answer. Thanks in advance

michael-helium · ‎02-02-2023

Hi @lindsiejones - Shopify announced new customer accounts on Jan 31. Looks like the settings have changed as well. That said, there is no way to lock down your store just by toggling Shopify settings. A Shopify Developer can help you with Liquid customization to prevent access to your site, or you could use an app. I wrote a blog about apps that can help you accomplish this.

Michael, COO @ Helium
- Customer Fields ✪✪✪✪✪ (285 reviews)
- Meteor Mega Menu ✪✪✪✪✪ (229 reviews)

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