Customer Accounts can increase repeat sales and help you build a deeper relationship with your customers and donors. By creating an account, customers and donors can securely save payment methods, shipping addresses, shopping carts, and order information, making for a faster checkout experience.
This guide covers how to enable and manage Customer Accounts. To see the customer experience, visit How customers use Customer Accounts.
You can enable Customer Accounts if:
- You're on the Commerce Basic or Advanced plan . Customer Accounts isn't available on trial sites.
- You have SSL enabled with the preference set to Secure. For help, visit Getting started with SSL.
- You have Checkout on Your Domain. Both built-in .squarespace.com URLs and custom domains are eligible.
Customer Accounts by template
Before you begin, note that Customer Accounts works best in these template families:
These template families automatically create a Sign In / My Account link in your navigation menu. If your template family isn’t on this list, you can manually add this link.
Note: The Brine family has additional style and placement tweaks for the Customer Accounts link.
Enable Customer Accounts
When you enable Customer Accounts, customers and donors can create accounts through a link in your navigation menu. For more information, visit How customers use Customer Accounts.
- In the Home Menu, click Commerce, then click Customer Accounts.
- Switch the toggle to ON.
View a customer's account
In the Customers panel, every customer with an account will display a dot in the Accounts column. Click any customer to view their account details.
In the Profile tab, you can view:
- Customer name
- Email address
- Customer since (date of first order)
- Total spent
- Date of last order
- Number of orders
- Average order value
- All saved shipping addresses. Customers can store multiple addresses and set a default.
- All saved payment methods and billing addresses. Customers can store multiple payment methods and set a default.
Note: Only the last four digits of saved payment methods will display.
In the Orders tab, view the customer’s order history. Click Manage in order panel to view the Order Summary.
In the Subscriptions tab, view the customer’s subscriptions. Click a subscription to view its details. You can see:
- The date of the next order
- The order total
- The subscription renewal frequency
- The number of payments a customer has made
- The subscription order history
Click Cancel subscription to cancel future subscription renewals. To learn more, visit Subscription products.
Note: You can only sell physical and service products as subscriptions. It's not currently possible to create recurring donations.
Customize account emails
Customers and donors receive a Welcome email when they create an account. You can customize this email and the account password reset emails to match your store’s brand. To learn more, visit Commerce email notifications.
Manually create an account link
Our supported templates automatically create a Sign In / My Account link in your navigation menu. However, if you’re using another template, or want to add this link elsewhere on your site, you can do this manually with these steps:
The /account link will bring visitors to the homepage and display the Sign In window. Unlike the built-in link, a manually created account link won't change its title after a visitor logs in.
Saved payment methods
How customers and donors save payment methods to their account depends on your store’s payment processor. Customers can create an account and save payment methods during checkout or by using a Sign In link in your navigation menu.
If your store is connected to Stripe and not in test mode, customers can securely save credit card payment information to their account. When viewing a saved credit card, only the last four digits of the card will be visible.
Your customers’ saved credit card information is stored within Stripe. If you disconnect or switch your Stripe account, customers won’t be able to save new cards or use saved cards connected to their account. After you reconnect the same Stripe account, customers can continue using their saved payment methods.
Since Apple Pay is built for a quick checkout experience, customers can’t log into their account during an Apple Pay checkout. If they’re already logged in, they can complete checkout normally.
It isn’t possible to save PayPal accounts to a Customer Account. If your store is only connected to PayPal, and not Stripe, the Payment area won’t appear in the Customer Account panel.
Helping your customers and donors
The relationship between you and your customers and donors is your responsibility. How you manage these online accounts is up to you, but there are best practices you can follow to ensure your account holders have a smooth experience, like displaying contact information and store policies.
While we can't help your customers or donors directly, we've prepared information you can add to your website as a start. You can also update your policies to include information about Customer Accounts.
Customers who forgot their passwords
I’m unable to change your password for you, but after clicking the Sign In link, you can click Forgot password? to send yourself a password reset email. This link expires after 24 hours.
Customers who want to change their account email address
It isn't possible to change the email address associated with your account at this time. You can create a new account using your updated email address.
Can I edit a customer’s saved information?
No. Only customers can edit their saved shipping addresses and payment information.
Can I cancel a customer’s subscription for them?
Yes. You can cancel a customer’s subscription from the Subscriptions tab in the account details. To learn more, visit Subscription products.
How do customers change their email address or password?
Customers needing to update their email address should create a new account. Customers can use the Forgot password? link in the Sign In window to reset their password.
It isn’t possible to change a customer’s email address or password on their behalf.
Can a customer save a PayPal account as a payment method?
No. Customers can only save credit card information and billing addresses.
Can I customize the "Sign In / My Account" link?
The Brine template family has additional style options for the Sign In / My Account link. This includes changing it to an icon, moving its position, and adjusting its font and color settings. It isn’t possible to edit the text of the Sign In / My Account link.
Can customers check out without an account?
Yes, logging into an account at checkout is optional. Customers without accounts can check out as a guest.
Can I require customers to create an account to check out?
No. It isn’t possible to make creating an account required.
Can donors create customer accounts?
Yes. After you enable Customer Accounts, donors can create an account when they check out.
Will orders made while logged out appear in a customer’s account?
If the customer enters the same email address at checkout, this order will appear in their Customer profile in the Customers panel. However, when a customer views their own account, orders placed while logged out won’t be included.
Will orders made before the customer created an account appear in their account?
All orders placed with the same email address will appear in their Customer profile in the Customers panel. However, when a customer views their own account, orders placed before creating their account won’t be included.
I can’t see my Sign In link.
If you’re using a template in the Brine family, the Sign In / My Account link may be hidden. To fix this:
- Enable Customer Accounts.
- Open Site Styles.
- Click Customer Accounts Link Position.
- Set this to any position except Hide.
Click any customer to view their account details.