Post-setup Checklist for Options - Easify

0 / 6 completed 0%

You’re all set! Before you share your store with the world, let’s take a quick look to make sure everything is perfect.

Follow this simple checklist to verify your setup in just a minute.

1. Options Visibility

Go to your product page and check if all options are showing up correctly. Make sure no options are missing. View details

2. Visual Appearance

Check the design and layout. Do the options look good on both desktop and mobile? Ensure the text is easy to read. View details

3. Cart & Checkout Test

Run a test purchase to verify that all your selected options appear correctly on both the Cart and Checkout pages.

In case you use add-ons with extra prices, make sure all costs are calculated and added to the total price accurately before going live. View details

4. Order Details

After finishing your test checkout, go to Shopify Admin > Orders and open the order you just placed. You must check if the selected options are recorded correctly in the order information. View details

5. Emails

You need to check your Order Confirmation email (for customers) and the Staff Notification email (for your team).

In some cases, these options won’t show up, click here to read more.

Order confirmation and New order notification emails

6. Packing Slips

This is the shipping document used for picking and packing. It ensures your fulfillment team sees all selected options and add-ons to prepare each order accurately.

In some cases, this document option won’t show up, click here to read more.

Read full checklist

Need Help?

If you’re having trouble following the guide or need any assistance, please reach out to us via the in-app Live Chat.

Our team is available 24/7 and always ready to jump in and help you get everything running perfectly!

24/7

Post-setup Checklist for Options!

Need Help?