How to Sell WooCommerce Products to Existing Customers Only (2 Simple Methods)
Often when someone creates an online store, they want anyone and everyone to be able to make a purchase. However, what if that’s not the case for your shop? You may want to sell specific products (or your entire catalog) only to existing customers, which requires a different approach.
Fortunately, there are ways to do this quite easily. For example, you can set up a section of your store that’s password-protected or only available to logged in users, so only approved customers can access it.
Alternatively, you can create a completely private store that’s hidden from the public. All you need is WooCommerce, and either the WooCommerce Protected Categories or the WooCommerce Private Store plugin.
In this guide, we’ll show you how to use both of those plugins. Before that, however, let’s talk about why you might want to restrict sales to existing customers in the first place!
Why you might want to sell some (or all) of your products to existing customers only
At first, it may seem counter-intuitive to hide away some of your products or services. After all, the more people who can view what you’re offering, the more money you can potentially make. If you only sell to existing customers, how will you grow your customer base?!
However, there are some circumstances in which you don’t want just anyone to make a purchase. Just a few examples include:
- Doctors, pharmacists, and anyone else selling medication to existing patients that requires a prescription.
- Creatives (such as photographers) who put together projects for specific clients.
- Stores that sell tobacco, alcohol, or other age-restricted products.
- Wholesale outlets that only sell to businesses (or offer different B2B and B2C products).
Learn how to restrict products in your wholesale store!
In each of these cases (and many others), being able to restrict part or all of your store comes in handy. Let’s look at a few tools that enable you to do just that.
Which WooCommerce plugins do I need to sell to existing customers only?
When it comes to building an online store of any kind, we highly recommend WooCommerce:
This versatile WordPress plugin makes setting up and managing your e-commerce store incredibly simple. What’s more, it can be easily expanded with almost any additional feature you need.
If you already have a WooCommerce store (or are planning on building one), and you want to sell some or all of its products to WooCommerce existing customers only, there are two plugins you’ll want to check out. The first is WooCommerce Protected Categories:
This plugin enables you to restrict access to particular categories of products, so that only customers with the right password or user role can view and purchase them. This comes in handy if you want to sell some items to the public, but reserve others for existing clients.
Or maybe you want to create an entirely hidden shop to your site, only available to existing customers? If so, then WooCommerce Private Store is the plugin for you:
With this tool, you can password protect your entire store or restrict it to logged in users or specific roles. Your standard web pages (home, blog, contact etc.) remain public as usual, but only approved customers will know you have a hidden e-commerce store.
Each of these plugins lets you take an entirely different approach to locking up your store, depending on your goals and customers. In the next few sections, we’ll show you how to use both of them.
How to sell WooCommerce products to existing customers only (2 simple methods)
At this point, it’s time to get practical. First, we’re assuming you’ve already done the following:
- Set up a WordPress website.
- Installed and activated WooCommerce.
- Added your products or services to WooCommerce.
With that out of the way, all that remains is to decide which route you’d like to take. You can check out Method #1 if you want to learn how to password-protect specific categories of products, or restrict them to logged in users or specific user roles. Alternately, see Method #2 if you’d like to make your entire store private. The choice is up to you!
Method #1: Restrict specific categories to WooCommerce existing customers
First up, let’s look at how to restrict only some of your store’s contents. As we mentioned earlier, for this you’ll need the WooCommerce Protected Categories plugin. Therefore, your initial step will be to purchase and install the plugin. Don’t forget to activate your license key as well.
Create customer-only product categories
You’ll also want to make sure you’ve set up different categories for the products you want to make public and private. If not, head over to Products > Categories:
Here, you can create new categories or assign products to existing ones. There are two basic approaches you can take:
- Create one category for all the products you want to sell only to WooCommerce existing customers.
- Add several categories of restricted products, each of which will be visible to a specific customer (or group of customers).
Either way, at the bottom of each category’s settings you’ll find a brand-new section called Visibility:
By default, all of your categories will be marked as Public. You’ll obviously want to leave that setting alone for any categories of products that should remain visible to everyone who visits your store.
For any category you want to restrict, on the other hand, select the Protected option:
Choose a protection option
If you don’t want each customer to have their own user account, then you can create a password for the category. This can be anything you’d like, although we recommend following good practices for strong passwords. By selecting the plus icon, you can add multiple passwords for the same category (for example, if you want to give each customer a separate password):
Or if each customer will have their own user account on your WordPress website, then you can use the ‘User roles’ or ‘Users’ options instead. These will automatically reveal the hidden products and categories to logged in users, depending on their account or role.
You can check off any combination of the three settings, and a customer will need to meet all the required conditions in order to see the products in that category:
Tip: If you want to create a dedicated user role for the existing customers who can access the protected products, then we recommend the free User Role Editor plugin. Simply install the plugin and clone the ‘Customer’ user role to create a new role. You can then restrict the category to this user role.
Add or save the category when you’re done, and that’s it! Customers will need to fulfil the criteria you selected before they can view any of the items it contains. You can repeat this process for any additional categories of products that you want to sell only to WooCommerce existing customers.
Configure the plugin settings
Finally, it’s worth noting that you can customize the way the plugin works if you like. Navigate to Settings, click on the Products tab, and select Protected categories:
Here you can determine where protected categories are visible (and where they’re not), choose the page customers will use to log into your store’s password-restricted areas, and even customize the login form they’ll see. Remember to save any changes you make here before wrapping up.
Method #2: Make your entire WooCommerce store private
Now, let’s look at the other scenario we mentioned earlier. Perhaps you’d like to keep your entire store private, and only sell to WooCommerce existing customers. This is even easier to do – all you’ll need is the WooCommerce Private Store plugin.
Start out by installing and activating the plugin. As before, you’ll need to make sure and activate your license key, to access the plugin’s full functionality. This can be found in the WooCommerce > Settings section, under the Private Store tab:
This is also where you’ll find the settings necessary to hide your store. Choose one of the protection options for your customer-only Woo store:
Password protected store
Under Store passwords, you can create secure passwords that customers can use to access your products:
You can click on the plus sign to add as many passwords as you’d like. This enables you to either set a single secure password all customers will use, or generate a unique credential for each person or company. Either way, once they enter the password they’ll get full access to your store and all of its items.
You can also decide how long passwords will be valid for, and enter the URL customers will be redirected to once they’ve logged in (for example, your store’s main page).
There are also settings to customize the form WooCommerce existing customers will use to log into your private store:
Then, you just need to place the login form somewhere on your site. This could be on a dedicated page, in a sidebar widget, or just about anywhere you’d like. Simply paste in this shortcode:
This will generate a simple login form based on the settings you just customized. Now, your WooCommerce existing customers can easily get access to your site, while the rest of your visitors won’t be able to see what it contains.
Unlock WooCommerce for logged in users
If all your customers will have their own WordPress user account, then there’s no need for them to enter a separate password to unlock the store. Simply check the Logged in users box to unlock the store automatically for anyone who’s logged into your site. If you like, then you can choose which roles can access the private store (e.g. administrator or customer only).
You can then use any free WP login plugin such as Theme My Login to provide a user-friendly store login form for existing customers. Under Settings > General, you’ll also want to disable user registration to prevent new users from registering and accessing your hidden products.
If you’re selling sensitive, age-restricted, or customer-specific products, you won’t want just anyone to place an order. The good news is that, as long as you’re using WooCommerce to set up your store, you can restrict access to anything within it.
As we’ve shown, you have two main options when it comes to selling products only to WooCommerce existing customers. You can:
- Restrict specific categories of products, using WooCommerce Protected Categories.
- Make your entire WooCommerce store hidden, via WooCommerce Private Store.
Do you have any questions about how to password-protect your WooCommerce store? Let us know in the comments section below!