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Customer Access Center (Orders & Wishlist)

The Customer Access Center allows customers to securely view current orders, track fulfillment, review past orders, and manage wishlist products.

Updated over 2 months ago

What the Customer Access Center Is

The Customer Access Center (CAC) is a secure customer portal where customers can:

  • View current order details

  • Track fulfillment and shipping

  • Review past orders

  • Access saved wishlist products

Access is email-based and secured using OTP verification.

Enable Customer Access via Order Confirmation Email

Customers can only access the Customer Access Center if the Order Confirmation Email is enabled.

How to Enable

  1. Go to Payments β†’ Settings β†’ Notifications.

  2. Select Customer Notifications.

  3. Enable Order Confirmation for Stores.

  4. Choose an email template and subject.

  5. Save changes.

How Customers Access the Customer Access Center

Step 1: Receive Order Confirmation Email

After checkout, customers receive an order confirmation email.

  • The email includes a View Order button.

  • Clicking this button opens the Customer Access Center login flow.

Step 2: Login Using Email and OTP

  1. Customers enter the same email used during checkout.

  2. An OTP (One-Time Password) is sent to their email.

  3. Enter the OTP to verify access.


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Viewing Current Order Details

After login, customers can view:

  • Order status

  • Fulfillment progress

  • Ordered products

  • Pricing summary

Viewing Full Order Information

Selecting an order opens the full order detail view, including:

  • Contact information

  • Billing and shipping address

  • Itemized order summary

  • Shipping, tax, and total

Viewing Past Orders

Customers can access all previous orders from the Orders section.

  • Displays order ID, date, item count, and total.

  • Customers can click any order to view details.

Important Behavior Notes

  • If multiple contacts share the same email, login defaults to the first contact created.

  • A connected domain is required.

  • The default domain path must point to a store page.

Product Wishlisting in Stores

The Wishlist feature allows customers to save products for later purchase.

  • Wishlist icons appear on supported product elements.

  • Wishlisted products are accessible inside the Customer Access Center.

Enable Wishlist on Products

Step 1: Enable Wishlist on Product Elements

  1. Open the store builder.

  2. Select Product List, Product Details, or Featured Product.

  3. Open General settings.

  4. Toggle Enable wishlist for products.

  5. Customize icon and button colors.

Step 2: Add Wishlist Access to Navigation

To allow customers to open their wishlist:

  1. Select the Navigation Menu.

  2. Add a menu item under the Customer Login dropdown.

  3. Link it to the Customer Access Center wishlist page.

Save and Publish

After enabling order emails and wishlist features:

  1. Save all changes.

  2. Publish the store.

  3. Confirm the domain is connected and active.

Common Issues and Fixes

Customers cannot access orders

  • Confirm Order Confirmation Email is enabled.

  • Ensure the customer uses the same email used at checkout.

The wishlist icon does not appear

  • Confirm wishlist is enabled on the product element.

  • Publish the store after enabling.

FAQ

How do customers access the Customer Access Center?

Customers click View Order in the order confirmation email and log in using OTP.

Can customers view past orders?

Yes. All past orders are available in the Orders section after login.

How do customers track fulfillment?

Tracking details, carrier, and shipment status are shown for each order.

Why is OTP verification required?

OTP ensures secure access and protects customer order data.

What happens if multiple contacts share the same email?

Login defaults to the first contact created. Unique emails are recommended.

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