# Start-finish onboard guide

This section walks you through everything you need to launch Order Editing for your customers. Follow the steps in order to ensure proper setup, test thoroughly, and go live with confidence.

**What you'll accomplish:**

* Configure editing deadlines and business rules
* Enable customer-facing features
* Install Order Editing on your checkout pages
* Integrate with your fulfillment system (if applicable)
* Set up upselling strategies to increase revenue
* Test the complete customer experience

**Time required:** 20-45 minutes depending on your setup complexity.

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### Your Onboarding Checklist

Complete these steps in order:

#### ☐ Step 1: Settings Configuration

Set your editing deadline, fulfillment rules, inventory management, and integration settings.

<a href="/pages/TyEdbTgkSAetCfOC5zzB" class="button primary">Go to Settings Configuration</a>

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#### ☐ Step 2: Configure any fulfilment rules

Same-day shipping rules, country specific editing and much more

**Important:** For testing, we recommend creating a rule where only staff can edit orders

<a href="/pages/o9Bf0E1EtVRr856vrk93" class="button primary">Go to Rules setup</a>

***

#### ☐ Step 3: App Blocks Setup

Enable the customer-facing features you want to offer: upsells, product changes, address editing, and more.

<a href="/pages/K6oTi7AzS3Rz0r62q7uN" class="button primary">Go to the App Blocks Setup</a>

***

#### ☐ Step 4: Checkout Installation

Add Order Editing blocks to your Thank You and Order Status pages so customers can access editing features. **Important note: Duplicate your curent checkout and publish new one when ready to test**

<a href="/pages/MtIa5E8pKK8F2nNy1Tmm" class="button primary">Go to Checkout Installation</a>

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#### ☐ Step 5: Upselling Strategies (Optional but recommended)

Set up post-purchase upsells to increase average order value and maximize revenue.

<a href="/pages/XZ2za2LUWjUgRnMgcEXz" class="button primary">Go to Upselling Strategies</a>

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#### ☐ Step 6: Integrations (if applicable)

If you use a 3PL, WMS, ERP or another third-party busines platform, further set up is required

<a href="/pages/5A56PPX4Hykpdy8yZvpI" class="button primary">Integrations</a>

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#### ☐ Step 7: Testing

Place test orders and verify everything works correctly before enabling for customers.

<a href="/pages/6g4AnZuT8Gz7eNmDhJJ0" class="button primary">Go to Testing Guide</a>

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#### ☐ Step 8: Go Live

Delete rule limiting editing to staff members and monitor your first orders closely. To optimise your store further, we recommend updating your Shopify email confirmation to let customers know they now have time to edit their orders.

<a href="/pages/M5NW3H7RBtONBW7YGWql" class="button primary">How to update your Order Confirmation Email</a>

***

### Need Help?

<a href="/pages/UNPPBUBaT0XowgJ2Lqw8" class="button primary">Go to our Help Centre</a>


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