Talon Account Approval Documentation

Who Is This App For?

• Wholesale & B2B Stores that need to verify business customers before granting access to content

• EU Merchants who need to collect VAT/Tax IDs required for B2B invoicing

• Licensed Product Sellers who sell products requiring verification

• Membership Sites that require approval before granting access

• Hybrid B2B/B2C Stores that need different access levels within one store

Overview

Talon Account Approval lets you control who can access your Shopify store. You can approve B2B accounts before they see your store and place orders - based on login or approval status. It's a great solution for B2B, wholesale, and really any business that needs customer verification. The app works with both the new customer account system and the legacy one.

• Collect custom information from customers - like VAT or Tax ID numbers, business details, uploaded files, and more.

• Manually review each application, automatically approve all, or set conditional rules to auto-approve eligible customers.

• Control who can see your storefront.

• All form data is saved to Shopify's customer records and metafields - ready to use in themes, notifications, and invoices.

• Organize customer groups with tags assigned automatically or based on conditions.

• Perfect for wholesale and B2B stores that require special licenses, need to comply with regulations, or satisfy vendor verification requirements.

How it works: When your store is locked, customers arrive and see a locked page. They log in, fill out your application form, and then you review and approve or reject them. Once approved, they can access your store and shop normally.

Get Started

Ready to set up your store? Check out our detailed guides:

• Setup Instructions - Step-by-step guide to configure the app

• FAQ - Common questions about data storage, VAT collection, and more