Installation Guide

This guide provides detailed installation instructions for CheckoutOS. Follow these steps to get CheckoutOS fully configured on your Shopify store.

Before You Begin

What You'll Need

Shopify store admin access
About 15-30 minutes for setup
At least one product to use for testing

Step 1: Install the Chargezen App

Access the Shopify App Store

Log into your Shopify admin and navigate to Apps → Shopify App Store, or visit apps.shopify.com/chargezen directly.

Click "Add app"

On the Chargezen app listing, click "Add app" to begin installation. You'll be redirected to authorize the app.

Authorize Permissions

Review and accept the required permissions:

Products — To display upsell offers
Orders — To track conversion and analytics
Checkout — To show post-purchase offers
Customers — For personalized recommendations

Step 2: Configure CheckoutOS

After installation, you'll be taken to the Chargezen dashboard. Navigate to CheckoutOS in the sidebar to begin configuration.

Enable CheckoutOS

On the CheckoutOS overview page, toggle "Enable CheckoutOS" to activate the module. This enables all checkout optimization features.

Configure Global Settings

Set your default preferences:

Default discount type — Percentage or fixed amount
Timer duration — How long offers display (or unlimited)
Branding — Match your store's colors and fonts

Enable Post-Purchase Page

Go to Settings → Post-Purchase and click "Enable". For Shopify Plus, this integrates with checkout extensibility. For other plans, we create a compliant post-purchase page.

Step 3: Shopify Plus Configuration (Optional)

If you're on Shopify Plus, additional setup enables native checkout features.

Shopify Plus Only

Skip this section if you're not on Shopify Plus. The features below require checkout extensibility, which is Plus-exclusive.

Enable Checkout Extensibility

In your Shopify admin, go to Settings → Checkout and ensure you're using the new checkout extensibility (not checkout.liquid).

Add CheckoutOS Extension

In the Chargezen dashboard, go to CheckoutOS → Checkout Extensionsand click "Install Extension". This adds our blocks to your checkout.

Configure Extension Placement

Use Shopify's checkout editor to position CheckoutOS elements (trust badges, progress bars, etc.) where you want them in your checkout flow.

Step 4: Test Your Installation

Before going live, verify everything works correctly:

Test Checklist

# Enable test mode in Settings → Test Mode

1. Create a test upsell offer
2. Place a test order (use Bogus Gateway)
3. Complete checkout
4. Verify upsell appears
5. Accept the upsell
6. Check order includes upsell item
7. Review analytics in dashboard

Don't Skip Testing

Always test with real checkout flows before launching. This catches configuration issues and ensures a smooth customer experience.

Troubleshooting

App won't install — Ensure you have admin access and try clearing browser cache.

Upsells don't appear — Check that the offer is published and targeting rules match your test order.

Checkout extensions missing — Verify you're on Shopify Plus with checkout extensibility enabled.

Next Steps

Create Your First Upsell

Learn how to create and configure upsell offers

Learn more

Dashboard Overview

Get familiar with the CheckoutOS dashboard

Learn more