Customer accounts
Introduction
Customer accounts allow your customers to view all their purchased products from one place. They can login at any time and get access to their products.
For customers who are purchasing course, coaching or bundle products they'll be able to register for a customer account within the checkout process. If they've previously created a customer account they can also login from that checkout page.
It's a bit more complicated for digital and physical products. By default in order to keep the checkout as streamlined as possible for digital/physical products it's not possible for customers to create an account. You would need to enable the customer accounts functionality for digital/physical products.
Enabling Customer Accounts
To enable customer accounts for digital/physical products please follow these steps:
- Visit your Settings page
- Click on the Advanced Settings tab
- Scroll down to the Customer Account Settings section
- You'll see two options "Don't allow customer accounts" and "Customer accounts are optional" - choose the right option for you
How Would Customers Register?
When you've enabled customer accounts for your store you'll notice that an account icon appears on your header. Customers would need to click on this icon.
Customers will then be taken to the login page, and will be shown a Create Account link.
What Would Checkout Look Like?
When the customer is not logged into their account and visits the checkout page, they would see something like below:
When the customer is logged into their account, the checkout would turn to the below structure
Migration Process
Let's say you have customers who have purchased lots of products from you in the past, but would now like to associate those older products with their newly created customer account.
They can do this by visiting one of their old download pages, then they'll see a light blue box there asking them to add this product to their customer account.
The customer would need to click on the above Get Started button, login to their customer account and then finally confirm the email address used with the transaction.
We will then be able to migrate their previously purchased products with that email address into their new customer account.