🎉 Getting Started with Essential Checkout app

Essential Checkout lets you shape your checkout with rules — hide, rename, or reorder delivery and payment options, or block checkout when something isn't right — all without code. Rules run on Shopify Functions, so they apply natively at checkout with no effect on speed.

Every rule is the same shape: a condition (when something is true) and an action (what to do). This guide starts you from a ready-made template, publishes your first rule, and tests it at checkout.

What you can build

Rules fall into two families:

You don't have to decide up front — the templates are grouped the same way.

Create your first rule from a template

The templates page — start a rule from a ready-made template

Templates are the fastest way in: each one opens a rule that's already wired up, ready for you to tweak.

1. Open Essential Checkout in your Shopify admin.
2. Click Create rule (top right). This opens the templates page, headed What would you like to customize?
3. Use the tabs — All templates, Payments, Delivery, Validation — or the search box to find one. For a first rule, try Hide delivery by cart value or Limit order value.
4. Click the template. The rule builder opens with the condition and action already filled in.

New to the app? The Getting started guide on the home page walks you through the same two milestones — Create checkout customization and Test and confirm it works. Click Browse templates there to jump straight to step 2 above.

Set the condition and action

The rule builder — Conditions and Action, with a live summary on the right

The builder has two halves:

• Conditions (left, top) — the when. The template comes with a starting condition; adjust the value (a cart amount, a country, a quantity) to fit your store. See Building conditions.
• Action (left, bottom) — the what. For a delivery or payment rule this is the method list (what to hide, rename, or reorder); for a validation it's the block message and settings.

The panel on the right shows the rule type and a live summary that updates as you edit, so you can read your rule back in plain language before publishing.

Give the rule a clear name so you can find it later — click Rename in the top bar. If you leave it blank, it saves under a default like Delivery rule.

Publish your rule

A rule only affects checkout once it's Active.

1. In the right-hand panel, set Status to Active.
2. Click Save in the save bar at the top of the screen.

Saving publishes the rule to your checkout — you'll see a Function published confirmation. To pause a rule later, set Status back to Inactive and Save.

Watch out: a validation (block) rule needs at least one condition before it can be published — a block with no conditions would fire on every checkout, so the app won't let you publish it.

Test it at checkout

Always confirm a rule behaves the way you expect before relying on it.

1. Open your storefront and add products that match your rule's condition (for example, enough to cross a cart-total threshold).
2. Go to checkout and check the result — the delivery/payment option is hidden or renamed, or the block message appears.
3. Back in the app's Getting started guide, you can mark Test and confirm it works as done with Everything works as expected.

Tip: test in an incognito window, or with a draft order, so you're seeing exactly what a customer sees.

Build your own from scratch

If no template fits, start blank:

1. On the templates page, choose Build your own.
2. In the Choose customization type dialog, pick one of the six types.
3. Add your conditions and action, then publish as above.

What's next

• Building conditions (the "when")
• Delivery customizations
• Payment customizations
• Validate and block checkout
• Managing and publishing your rules