Setup Instructions

Let me walk you through the setup. It's actually pretty quick!

Step 1: Tag Your Existing Customers So They Don't Get Locked Out

First things first - we need to make sure your existing customers don't get locked out. The app uses customer tags to determine who can access locked content, so let's tag your current customers as approved.

1. Go to Settings → App Management

2. Find Tag customers created before a date as approved

3. Click Tag X customers as talon-approval:approved

Now your existing customers are all set.

Step 2: Locking Your Store

Now let's take a look at the lock settings. This is where you decide what gets locked.

1. Stay in Settings and navigate to Locks

2. Click Install locks snippet on theme to add the lock code

3. Check the Lock shop based on customer approval option

4. Select the lock type - you can lock the entire shop, specific pages, or whatever you need

And that's it! Now your store is locked for all new customers.

Step 3: Build Your Application Form

Time to create the form that customers will fill out. This is where you collect the information you need to decide if they should be approved.

1. Go to Form Builder in the app menu

2. Add or remove fields based on your needs

3. Drag and drop fields to organize them into sections

4. Check the live preview on the right to see how it looks on desktop and mobile

No coding required - just point, click, and drag.

Step 4: Set Up Your Lock Page

Here at the top of the page, you'll see a select field. Let's click on it and choose Lock page.

The lock page is the first thing customers see when they open your store while it's locked. You can add information here to explain how they can get access to your store.

Step 5: Customize Your Form Appearance

Now let's make the form look nice and match your brand.

1. In the Form Builder section, scroll to the bottom

2. Click Look and Feel

3. Adjust settings to match your brand-primary color, corner radius, spacing, button style, all that good stuff

Step 6: Configure Approval Workflow

Also in Settings, you'll want to set up how approvals work. Let's go to Customer Flow.

Here you can:

1. Choose your Approval Options - manual, automatic, or conditional

2. Set up the email notification flow - what emails you want to send when a customer applies or gets approved

3. Add a tag to customers when they're approved

4. Set tax exemption if needed

Step 7: Managing Applications

Now let's talk about managing the applications that come in.

1. Go to Customers in the app dashboard

2. Open the Pending Customers list

3. Click on any application to review the submitted data

4. Choose Approve or Reject

What happens when you approve:

• Customer gets the approved tag

• Store lock is bypassed for this customer

• Approval email is sent (if you configured one)

• Customer can now access the store normally

What happens when you reject:

• Customer receives a rejection notice (if configured)

• Customer remains blocked from accessing locked content

And that's basically it! You can also remove tags if you need to revoke access later - the app handles all of that.