Customer Signup and Verification in Store

Customer Signup and Verification In The Store

You can create a verification process for customers when they sign up. Follow these steps to learn how to do it: 

Step 1: Log in to the Yelo admin dashboard, where your monthly sales, revenue, and orders can be viewed. 

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Step 2: On the left side of the dashboard, click on ‘Configure’ and then ‘User Settings’. Select ‘Customer’. 

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Step 3: Here, enable the Email Verification tab and OTP verification toggle. 

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Step 4: To enable OTP verification, you are required to activate the SMS gateway extension through Bumbl. 

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Step 5: Find the Bumbl extension by clicking ‘more’ and activating the extension. 

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Step 6: Click on ‘Submit’ and your extension will be enabled. 

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Step 7: Now, you can activate the OTP verification tab. You can create the option to log in for customers via Facebook, Google, or OTP. 

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Step 8: Next, you can create a Signup template for your customers. Toggle the Signup template button so that it’s on.

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Step 9: After putting it on, scroll down to add fields to the signup template. 

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Step 10: Next, you can add the Customer Signup Fee by activating the button. Make sure to enable the stripe button. 

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To enable the stripe option, click on ‘Integrations’ and search for ‘Stripe’. 

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Step 11: Toggle the Stripe button so that it’s on and return to Customer Settings.

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You can choose to create a customer signup fee for one time. 

You can also create different subscription plans for customers rather than a one time fee. Enable the customer subscription option in case you want to do this. 

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Step 12: Click on Add Plan to start adding the subscription plans. 

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Step 13: Fill in the required and click on ‘Save’. 

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All of your subscription plans will appear here. 

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