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Get started with Customer Gate

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What does this do for me?

After you install the app, Customer Gate walks you through the four setup steps that make a complete application and access workflow. Each step has a Done, To do, or Blocked badge so you always know what to do next.

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1. Start your plan

On install you land on the Dashboard. The first setup step is Start your plan, which opens Plans and billing. Choose Standard or Growth and approve the charge in Shopify. Eligible shops receive a one-time 14-day trial. Until a plan is active, the later setup steps stay Blocked with an explanation of the missing prerequisite.

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2. Define what you collect

The Define what you collect step opens Forms. A profile schema lists the fields an applicant fills in. Install the wholesale starter template to create the schema, form, approval rule, and access rule together, or build the schema and form manually.

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3. Publish an application form

A form journey is the page applicants actually see. It needs an active profile schema first. Publish the form and note its slug.

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4. Decide what approval unlocks

The Decide what approval unlocks step opens Access rules. An access rule gates checkout or storefront content using the entitlements and tags your approvals grant.

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When setup is complete

When every step is marked Done, neither the setup modal nor the warning banner appears. If you prefer, select Skip for now in the setup modal to dismiss it while leaving the warning banner and every destination intact.

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Add the storefront blocks

After the setup steps, add the Customer Gate application-form and access-gate blocks in the Shopify theme editor. For the step-by-step, see Add the theme blocks.