This wizard is designed to help you create your first instance. After successfully launching your first checkout instance, this widget will no longer be on the dashboard.
New user dashboard
You'll be presented with the following screen the first time you land on the dashboard.
Click Get Started from the “Launching your first instance” dashboard widget.
Starting the step-by-step wizard
The wizard is grouped into three sections leading to the next main customization area.
Connecting your domain
Integrating your CRM provider or payment processor
Configuring your instance with Sh*pify
Step 1: Domain
Enter the domain you want to use for your instance in the Domain Name field.
A staging link will be automatically generated for you to test your instance with while your DNS propagates (if you choose to do so).
Domains can be added separately from this wizard under System > Domains.
In the next step, enter your Cloudflare account's email and Global API key.
If you need help finding your Cloudflare Global API Key, please follow the quick guide in the wizard.
Optional: Check Do Not Update DNS Records if you do not want our system to automatically point your domain's DNS to our servers. When you're ready to launch your checkout, uncheck this to proceed with the DNS pointing.
If you're having trouble adding a domain to Cloudflare, please follow this guide.
Next, you can choose whether you want to use our built-in SMTP or your own. By default, we activate our built-in SMTP.
You’ll need to set up your own SMTP to use custom autoresponders in Simplified Checkout rather than CRM autoresponders.
Click Continue to Integrations once you're done.
Step 2: Integrations
Select the main integration you want to connect with your checkout. Additional integrations can be configured later from the Integrations section if you don’t want to set them up at this stage.
Tip: Integrating your checkout with a payment provider is considered a "standalone checkout" in our system.
Integrations can be added separately from this wizard under System > Integrations.
Most integrations require a third-party account and an API key to link them to Simplified Checkout.
We recommend setting up a CRM or payment provider in this step.
Your API Endpoint is the login URL for your sticky.io account.
Step 3: Instance
Next, select the Instance Type. Currently, only Standard Checkout is available. If you want to be part of the early access testing for other features, sign up from our website.
On the next page, select your Traffic Source. This is the platform your customers will start from before checking out via Simplified Checkout.
You also have the option to send processed orders to an external order fulfillment platform. (Coming soon!)
Simplified Checkout currently supports Sh*pify stores only. We will be adding support for WooCommerce, BigCommerce, and very soon!
Connecting an ecommerce store
Enter your Sh*pify Store Name and Store URL.
If you have changed your Sh*pify store URL, please enter the default URL from when you first created your store!
You can find this under Settings > Domains in your Sh*pify admin.
For Inventory Management choose how you want to handle Sh*pify's inventory policies.
Bypass: Does not update inventory
Decrement Ignoring Policy: Ignore the product’s inventory policy and update the inventory
Decrement Obeying Policy: Follow the product’s inventory policy and update inventory if possible
For Price Management choose whether to follow the store or CRM pricing.
Creating a custom app
To connect Simplified Checkout with your Sh*pify store, you need to create a custom app.
Starting from your Sh*pify Admin dashboard, navigate to Apps > App and sales channel settings > Develop apps
You will need to click Allow custom app development
Then click Create an app and fill out the popup with the following information:
App name: Simplified Checkout
App developer: (select an account tied to your Sh*pify store with permission to develop apps)
Setting Admin API scores
Next, you’ll need to correctly configure your admin API scores for Simplified Checkout to connect with your Sh*pify store properly.
From the overview tab of your newly created app, click Configure Admin API scopes under the Select your access scopes to get started section.
Make sure all read_ and write_ permissions are selected.
Adding API Key & Token
Next, you’ll need to enter the API token from your newly created custom app.
From the overview section of your newly created app, go to the API credentials tab and click Install app.
Once you've installed the app, click Reveal token once to copy the API token and paste it into the API Token field in Simplified Checkout.
Checkout Linking
In this final step, we'll connect Simplified Checkout with your e-commerce store!
Choose how you want to connect your checkout.
Direct Link: Through our Direct Checkout Link extension, you can generate direct checkout links for each of your products.
Redirect Checkout: By adding a small script to your Sh*pify theme code, when your customers click on the checkout button, they will be redirected to your custom Simplified Checkout.
In this example, we'll be using the Redirect Checkout method.
From your Sh*pify Admin, go to Online Store > Themes and click Edit code from the three-dot menu.
Search for footer.liquid and click on this file
Head back to the Simplified Checkout setup wizard and click Copy Script.
Please note that this script is uniquely generated for each instance.
Then paste it within the <footer> tag in the Sh*pify footer.liquid theme file.
Lastly, click Save and you're good to go!
Tip: You can modify your store settings by navigating to Instances, followed by clicking the 
gear icon on any instance you want to configure.
Click Start Customizing to go to the instance settings!
Start Customization
After creating your instance for the first time, you’ll be presented with this screen.
Click Select Theme
You’ll be presented with the themes panel. You can pick one of the predefined themes or select New Blank Theme. We recommend selecting a theme for your first checkout test to keep it simple.
Tip: You can hover on any card to preview a theme before confirming your choice!
From there, you’ll be presented with the flowboard screen. You can configure the rest of the steps in the order you wish.
Below, we’ve listed the help pages associated with each section of instance configuration in the order we recommend. However, it is possible to configure it in the order you want, though some settings require certain steps to be configured first.