How to Set Up Customer Accounts in Shopify
Let me ask you something — how many customers have you lost because your login process was a pain? Here's the thing ...
Part 1 of 5
Foundation & Core Settings
Your Step-by-Step Shopify Setup Guide
How to Use This Guide
This is the complete Shopify Foundations implementation series. Each part builds on the previous one for a systematic store setup. This first part covers the essential foundation you must establish before diving into the technical Shopify configurations.
Action Checklists - Step-by-step tasks to complete
Worksheets - Spaces to record your information
Quick Reference - Key information at a glance
Pro Tips - Expert insights to avoid common mistakes
Complete each part in order and keep your worksheets handy throughout the entire series. You'll reference this information in later parts.
Chapter 1: Pre-Launch Foundation
Business Essentials Checklist
Complete these BEFORE setting up your Shopify store:
Legal & Financial Setup
Research and decide on brand/domain name
Register business entity (LLC, Corporation, or DBA)
Obtain EIN (Employer Identification Number) if needed
Get sales tax permit for your state/country
Open dedicated business bank account
Separate sales tax account (recommended)
Domain Research Worksheet
Brand Name Ideas:
1.
2.
3.
| Domain Name | Available (Y/N) | Alternative Options |
|---|---|---|
Final Domain Choice:
Business Information Collection
Fill out this information sheet - you'll need it throughout the entire series:
Business Details:
Legal Business Name:
DBA Name (if different):
Business Address:
Phone Number:
Business Email:
EIN:
Sales Tax ID:
Banking Information:
Bank Name:
Account Type:
Routing Number:
Account Number:
Save this information securely - you'll need these exact details when setting up payments in Part 3 of this series.
Chapter 2: Shopify Store Creation
Store Registration Checklist
Go to Shopify.com and start free trial
Use business email for registration
Select store location (impacts payment options)
Choose initial sales channels:
Online store
Social Media
In-Person (if applicable)
Existing website/blog
Online marketplaces
Complete store creation process
Save login credentials securely
Store Naming Worksheet
Shopify Admin Store Name:
This is for your admin access - can be changed once
This is for your admin access - can be changed once
Why this works for your brand:
Your admin store name affects your login URL, so choose something you'll remember easily. You'll set up your customer-facing domain in Part 2.
Chapter 3: Core Settings Configuration
General Settings Checklist
Store Details
Verify/update store name for customer-facing use
Add business phone number
Confirm store email address
Update billing address information
Verify legal business name
Confirm country/region
Set correct business address
Store Defaults
Verify currency display
Set unit system (Imperial vs Metric)
Set default weight unit
Configure timezone
Set order ID format:
Prefix:
Starting number:
Order Processing Settings
Enable Google address autocomplete (recommended)
Choose fulfillment method:
Manual fulfillment (recommended)
Automatic fulfillment
Enable automatic order archiving
These core settings affect how your entire store operates. Take time to get them right now rather than changing them later when you have orders and customers.
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