Customer Gate guides
What does this do for me?
These guides walk you through setting up and using Customer Gate: choosing a plan, building forms, applying approval and access rules, adding storefront blocks, and reviewing applications.Setup
- Get started with Customer Gate — work through the setup checklist from install to a working workflow.
- Use the Dashboard — understand the metrics and Store and access summary.
Configure the workflow
- Set up application forms — create a profile schema and publish a form.
- Set up approval rules — automate approve, deny, and revision decisions.
- Set up access rules — gate storefront, product, collection, customer-account, and checkout surfaces.
- Add the theme blocks — add the application-form and access-gate blocks to your theme.
Operate
- Review applications — decide on applications, run AI reviews, and download documents.
- Manage form keys — issue, rotate, and edit the keys that let storefront forms submit.
- Manage plans and billing — choose a plan, start your trial, upgrade, downgrade, or cancel.