Hey, I'm looking for some support / brainstorming on this one!
We are looking for the ability for our website users to create accounts, that are Manually approved, prior to being able to purchase on our shopify store.
It would look like this:
Everyone could browse the store, but not able to checkout
They would need to create an account, that is manually approved
Once approved they would have access to the checkout feature
IS this possible?!
Thank you for reaching out and posting this question!
I understand you're looking for the ability to make customer accounts a requirement for your shop and to be able manually approve these accounts. While you can make customer accounts a requirement, by setting your customer account preferences. However, you do need a third-party app, like Advanced Registration, to set up a manual review process. If you need any help with this app, the app developer is always available to assist you - you can reach out to them directly through the contact information found in the Support section of their app's page.
I'd love to know if this app can help achieve your goal. Let me know!
The user flow you've outlined is entirely possible, but as @Elias has explained you would need to use an app in conjunction with Shopify's setting for 'Accounts are required' (found in the Shopify admin under Settings > Checkout > Customer accounts) to accomplish your goal. I'm happy to confirm that our Customer Fields app has an account approval feature built-in, and this feature is available on all of the app's plans.
Here is a help article with more details on the options available when configuring a registration form in the app's form builder: http://help.heliumdev.com/en/articles/4508880-account-options
Hopefully this helps! You're welcome to test out all of the features in Customer Fields for no cost using a 14-day free trial, and don't hesitate to contact our support team if you need any assistance along the way.
Hey @Kyle_W thanks for the info! this actually sounds great.
Does your app have the custom upload fields? (ie: for users to upload documents into the form)?
You're most welcome, @lbmedia1!
Yes, our Customer Fields app includes built-in support for file upload fields, meaning your customers can certainly upload documents when filling out a form. You can easily access these uploaded files directly in the app admin, and you can even display these files on the storefront or notification emails using customer metafields in Liquid.
Here's a help article that has a detailed breakdown on the custom field types that are available in the app's form builder: http://help.heliumdev.com/en/articles/4364943-custom-input-fields