Customer Login and Access #

Account Requirements #

Customers must have a WordPress user account to access the portal. When a customer completes a WooCommerce purchase, WooCommerce creates a WordPress user account for them automatically (if they do not already have one).

Customers who purchase as guests (if WooCommerce guest checkout is enabled) will not have a user account and cannot access the portal. You may want to require account creation at checkout if portal access is important for your customers.

Accessing the Portal #

The direct URL for the customer portal is:

https://yoursite.com/[portal-page-slug]/

Where [portal-page-slug] corresponds to your Portal Page Title setting (converted to a URL slug by WordPress). The default is /customer-portal/.

What Happens When a Customer Visits the Portal #

Linking to the Portal #

You can add a link to the portal in your site navigation. Common approaches:

• Add a custom link to your WordPress navigation menu pointing to the portal URL
• Add a “My Portal” link to the WooCommerce My Account page

If you change the Portal Page Title (and therefore the URL slug), remember to update any navigation menu links.

WooCommerce My Account Integration #

The portal does not automatically appear inside the WooCommerce My Account page. If you want customers to access the portal from WooCommerce My Account, add a custom link or a custom My Account endpoint pointing to the portal URL.