Setting up Customer Portal with Checkout Extensibility

If you’re using Shopify’s Checkout Extensibility, you need to enable the Customer Portal extension in your Shopify Checkout settings before enabling Customer Portal. This article will show you the steps to do this.

Requirement

Your store must be fully upgraded to Shopify's Checkout Extensibility (only available to Shopify Plus merchants at the moment). This includes Checkout pages, Thank you and Order status pages.

In August 2024, Shopify will no longer support the current version of the checkout page (checkout.liquid). The current Thank you, and Order Status pages will be supported till August 2025.

Enabling the Customer Portal extension

  1. In your Shopify admin, go to Settings > Checkout > Customize your checkout.
  2. Under Live, select Customize.

  1. Click the dropdown at the top of the page and select Order Status under New Customer Accounts.

  1. At the bottom of the left column, click Add app block.

  1. Select Customer Portal Order Status Page.

Note: If you are using Checkout Extensibility, you don’t need to install the snippet in the Additional scripts of your order status page.

Accessing Customer Portal

With Checkout extensibility, it’s not required for customers to create a customer account to access Customer Portal.

Customer Portal is accessible on the order status page to customers with a customer account or customers who checked out as guests.

The order status page is accessible via the View your order button in the order confirmation email or via the customer account.

Ways for customers to access Customer Portal

Customers can access Customer Portal in multiple ways, depending on whether they checked out as guests or logged into their customer accounts.

If they logged in when checking out

They'll be able to access Customer Portal on their order status page via their customer account.

They can also access their order status page and Customer Portal by clicking the "View your order" button in their order confirmation email.

If they log into their customer account and click on their order after checkout

After selecting their order in their customer account, they'll be able to directly access Customer Portal on their order status page. They'll also have access by clicking the "View your order" button in their order confirmation email.

If they’ve checked out as a guest

When clicking View your order button in their order confirmation email, they can enter their email address and a one-time passcode or order number to access Customer Portal on their order status page.

Steps

  1. Open the order confirmation email and click the View your order button. You'll arrive on the order status page.
  2. Click Log in.

  1. Enter the email address used to place the order.

  1. Enter the 6-digit code sent to your email address.
  2. You can access Customer Portal by clicking the Edit order button in the Change Order section of your order status page.

Note: The Change your order section to access Customer Portal won't appear on the Thank You page after checkout. It will only be displayed on the order status page.