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ID verification before checkout

Due to specific age restrictions or K.Y.C. compliance requirements, you may require ID verification before the customer can place the order.

Real ID offers a flow that will require ID verification before the customer can enter in their payment details and check out their order - without any code changes to your theme.

Requiring ID verification before the customer can place the order

Real ID will override the Checkout button on your cart or product pages and replace it with a prompt to complete ID verification until the customer has passed ID verification automatically or a staff member has manually approved it.

The cart's checkout button re-enabled after the customer has completed ID verification

How it works​

When a new customer starts checkout from the cart, they are prompted to verify their ID first.

After the successfully complete ID verification, they will be able to checkout as normal, and provide their billing and shipping details.

After checkout, their customer account is created as well as their order. Their ID check will be associated with both the new customer account and the order. ID verification tags, notes and metafields will also be added to the customer account and order.

Returning verified customers​

Returning customers won't be required to complete ID verification again, but for best results; guide customers to login before they start checking out.

When they login to their customer account, Real ID will be able to recognize that they have already verified their account based on their past completed ID check.

Overriding ID check results​

Some customers may have extraordinary circumstances that keeps them from successfully passing an ID check automatically.

You can override the ID check requirement for individual customer, to allow them to complete checkout.

When the customer first opens their ID check, they're presented with a form to enter in their name and email address.

The initial prompt to require customers to provide their name and email address

Using the customer's name and email address, you'll be able to search for their in progress ID check in the search bar.

Then with the check open, manually approve it to allow the customer to continue.

tip

After manually approving a customer's ID check, they should see they have passed within 10 seconds. However, you can instruct the customer to refresh the page if it's taking longer than expected.

Limiting ID verification to specific products or collections​

By default, Real ID will require ID verification for all products if the Before checkout flow is enabled.

You can only require ID verification if the customer's cart only contains one or more restricted products.

Within the Automations area of the Settings page, scroll down the to Filters section to see the products and collections filters:

Only require ID verification on specific products and collections

To enable ID verification on a specific collection for example, click Collections then enable the feature, and search for a collection. Clicking on the collection will require ID verification if the customer's cart contains one or more products from this collection.

How to only require ID verification for a specific collection

tip

As a best practice, we recommend that you create a single collection with the name ID verification required, and add products to it, and track it with this feature.

Then you can add additional products without having to also update them individually in Real ID.

Adding ID verification to any button​

Real ID will automatically recognize normally structured checkout buttons on your product and cart pages. However you may have a custom theme or a custom button that will need to be gated by ID verification.

You can trigger ID verification to any button on your site by adding the verify-id-prompt class to the button. For example:

<button class="verify-id-prompt">
  Buy it now
</button>

This will replace the Buy it now button, with a Verify your ID button instead. Once the customer passes ID verification, the Buy it now button will return and become clickable.

AJAX carts

Some carts are generated by Javascript and are not rendered during the initial page load. These types of carts might not be compatible with Real ID. Please contact us if you have this type of side cart so we can help!

Hiding elements that require ID verification​

You can also hide product images, descriptions or any other element that requires a verified ID by adding the class hidden-until-verified class:

<p class="hidden-until-verified">
  This product is only available to customers with a verified ID.
</p>