Store Settings - Required
Setting up your Shopify store settings is crucial before launching your online store. Each section in the Settings tab controls vital aspects of your business: from billing to checkout, languages, and taxes. Below is a detailed breakdown of every single setting shown in your dashboard, with explanations and setup tips.
1. General
This is where you set up your store name, contact email, store industry, and legal business information.
✅ Setup Checklist:
Store name
Legal name of business
Email & phone number
Store currency and unit system
Time zone and measurement units
2. Plan
This section shows your current Shopify plan.
✅ Setup Checklist:
View your current plan
Upgrade/downgrade plan based on store needs
Check your subscription billing date
Pause or close your store if needed
📍Tip: Use the free trial to test themes, install apps, and prepare your store before launching.
3. Billing
Manage how you're billed by Shopify.
✅ Setup Checklist:
Add a payment method (card or PayPal)
View and download past invoices
Set up Shopify Balance (if available)
Track app and theme charges
📍Tip: Review recurring app charges before installing paid apps.
4. Users
Control access and team collaboration.
✅ Setup Checklist:
Add staff members or collaborators
Assign permissions (orders, apps, products, etc.)
Remove users when roles change
Grant partner access for developers or agencies
📍Tip: Use Collaborator accounts for third-party developers to avoid exposing your full admin access.
5. Payments
Enable payment methods for customers.
✅ Setup Checklist:
Activate Shopify Payments (credit cards, Apple Pay, etc.)
Add PayPal, Stripe, or other gateways
Set up manual payments (bank transfer, cash on delivery)
Customize transaction settings
📍Tip: Enable accelerated checkout methods like Shop Pay to increase conversions.
6. Checkout
Customize your checkout experience.
✅ Setup Checklist:
Choose between guest checkout or account required
Add custom fields (e.g., order notes)
Set up abandoned cart recovery
Customize thank-you page and checkout styling
📍Tip: Use Shopify Plus to customize the full checkout layout.
7. Customer Accounts
Control how customers log in and track orders.
✅ Setup Checklist:
Enable customer accounts (classic or new version)
Choose between optional or required logins
Let customers view order history or manage subscriptions
📍Tip: Enable "new customer accounts" for better UX and integration with Shopify’s latest features.
8. Shipping and Delivery
Manage shipping zones, rates, and carriers.
✅ Setup Checklist:
Add shipping profiles
Define zones and flat rates
Connect with carriers (DHL, UPS, etc.)
Add free shipping rules
Set up local delivery or pickup
📍Tip: Offer free shipping over a certain cart value to boost AOV (average order value).
9. Taxes and Duties
Configure how taxes are calculated.
✅ Setup Checklist:
Enable automatic tax calculation by region
Add VAT registration numbers (for EU/UK stores)
Enable tax-inclusive pricing (if required by law)
Manage tax overrides
📍Tip: Shopify automatically calculates sales tax for most countries if properly configured.
10. Locations
Set up your store’s inventory and fulfillment locations.
✅ Setup Checklist:
Add physical locations (warehouses, stores, etc.)
Set inventory priorities
Enable local pickup/delivery from each location
📍Tip: Even if you sell digital products, Shopify requires one location to be set for order management.
11. Markets
Manage international selling settings.
✅ Setup Checklist:
Add countries or regions
Set specific pricing, currencies, domains, and languages per region
Configure international tax settings
Enable automatic redirection by region
📍Tip: Combine this with Shopify Translate & Adapt for localized content.
12. Apps and Sales Channels
Control where you sell and what apps you’ve connected.
✅ Setup Checklist:
Connect online store, Facebook, Instagram, Google
Manage Shopify POS if used
View all installed apps
Remove unused apps to improve speed and avoid charges
📍Tip: Keep this clean — too many apps can slow down your store.
13. Domains
Manage your store’s domain name(s).
✅ Setup Checklist:
Connect existing domain
Buy a domain through Shopify (optional)
Set a primary domain
Enable SSL encryption
📍Tip: Use a custom domain (not myshopify.com) for brand credibility.
14. Customer Events
Track customer actions for analytics and marketing.
✅ Setup Checklist:
View timeline of customer actions (orders, logins, etc.)
Monitor behavior for abandoned carts, returns, and support
📍Tip: Helpful for CRM tools and customer service follow-ups.
15. Notifications
Manage all email and SMS templates sent to customers.
✅ Setup Checklist:
Customize templates for order confirmation, shipping, refund, etc.
Enable/disable specific notifications
Edit branding (logos, fonts, messaging)
Add BCC for internal tracking
📍Tip: Use consistent branding in every message — customers will notice.
16. Custom Data
Create metafields and custom properties for products, pages, orders, and more.
✅ Setup Checklist:
Add metafields for product specs, delivery time, extra text blocks
Link metafields with dynamic theme content
Use this for advanced layout customization in Glozin or Materia
📍Tip: Metafields power many custom sections like badges, tabs, or extra info blocks.
17. Languages
Manage the languages available on your storefront.
✅ Setup Checklist:
Add secondary languages
Translate content manually or with Shopify Translate & Adapt
Set primary language
Adjust language availability per market
📍Tip: Use “Auto-redirect by market” to deliver the right language to the right customer.
18. Customer Privacy
Set up data tracking permissions and cookie banners.
✅ Setup Checklist:
Add cookie consent banners
Comply with GDPR, CCPA, etc.
Allow or block tracking scripts based on consent
Integrate with Shopify’s privacy APIs
📍Tip: This is required if you're selling in the EU or California.
19. Policies
Set legal and operational store policies.
✅ Setup Checklist:
Fill out and publish:
Privacy Policy
Refund Policy
Shipping Policy
Terms of Service
Add links to footer or navigation
Update regularly to stay compliant
📍Tip: You can generate policy templates inside Shopify and customize them as needed.
✅ Final Checklist Before Launch
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