> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pcnaid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Gate guides

> Merchant setup guides for Customer Gate, from first install through storefront blocks and application review.

# 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](https://docs.pcnaid.com/nodes/shopify/customer-gate/merchant/guides/getting-started.md) — work through the setup checklist from install to a working workflow.
* [Use the Dashboard](https://docs.pcnaid.com/nodes/shopify/customer-gate/merchant/guides/dashboard-overview.md) — understand the metrics and Store and access summary.

## Configure the workflow

* [Set up application forms](https://docs.pcnaid.com/nodes/shopify/customer-gate/merchant/guides/set-up-forms.md) — create a profile schema and publish a form.
* [Set up approval rules](https://docs.pcnaid.com/nodes/shopify/customer-gate/merchant/guides/set-up-approval-rules.md) — automate approve, deny, and revision decisions.
* [Set up access rules](https://docs.pcnaid.com/nodes/shopify/customer-gate/merchant/guides/set-up-access-rules.md) — gate storefront, product, collection, customer-account, and checkout surfaces.
* [Add the theme blocks](https://docs.pcnaid.com/nodes/shopify/customer-gate/merchant/guides/add-theme-blocks.md) — add the application-form and access-gate blocks to your theme.

## Operate

* [Review applications](https://docs.pcnaid.com/nodes/shopify/customer-gate/merchant/guides/review-applications.md) — decide on applications, run AI reviews, and download documents.
* [Manage form keys](https://docs.pcnaid.com/nodes/shopify/customer-gate/merchant/guides/manage-form-keys.md) — issue, rotate, and edit the keys that let storefront forms submit.
* [Manage plans and billing](https://docs.pcnaid.com/nodes/shopify/customer-gate/merchant/guides/manage-plans-and-billing.md) — choose a plan, start your trial, upgrade, downgrade, or cancel.

For technical context, read the [architecture overview](https://docs.pcnaid.com/nodes/shopify/customer-gate/developer/architecture-overview.md).


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