Customising Shopify Settings

Welcome back!

How is your store looking?

Are you proud? Is it exciting?

Don’t worry if the logo isn’t quite right or you don’t have all the images you need.

A mentor of mine always used to say – Get it Done, Then Get it Right (thank you Jason)

So it’s far more important you just get the store done as best you can, go live and tweak and improve as you go.

I know you might want everything perfect but I can guarantee, no-one is watching you. Sorry to burst that bubble.

Once you click ‘Go Live’, there will be no champagne corks popping, rapturous applause and a sudden rush of emails from fans.

It’ll probably be a bit of an anticlimax to be honest, but hey, at least that gives you permission to go live without striving for perfection!

So today is setting up all the admin stuff. Booo.

Yep I know, but it’s gotta be done.

So let’s walk through it step by step;

1. General

Add in the email you want Shopify to contact you on and the email you’ll use for Customer Service enquiries.

Make sure your address details are correct, the timezone is good for you and the currency is what you want to trade in.

I choose USD because even though I’m a Brit living in Thailand, the bulk of my customers will be from the US.

2. Payment providers

Here’s where you’ll setup Shopify Payments, PayPal, Stripe and whatever else you want to setup.

It’s super easy to connect your PayPal account (you’ll need to set one up if you don’t have one already).

Here’s a fab article all about Shopify payments

And here’s a video walking you through how to choose and setup the various payment providers;

3. Checkout

A lot of these buttons will be left as they are but you may want to do some minimal customization.

Because I use a theme with a great checkout page, I don’t need to customize the checkout here, but you may want to.

I tend to not use accounts at this stage mainly because I’m just keeping it simple, although here is an article about using customer accounts.

Other than that just read all the options and check your preferred one.

Here’s some screenshots of my options so you can see what I have chosen for my store settings.

4. Shipping

I highly recommend Free Shipping worldwide and adding in the cost of shipping to the product price.

In the world of Amazon, free shipping is almost a given now and if we want to give ourselves a fighting chance, especially when we’re just starting out…

It also makes the shipping settings super easy!

Here’s how to setup the shipping whether you decide to go free worldwide or to add a rate.

5. Taxes

I make it a habit never to comment on taxes.

The reason being it’s a minefield for which I have absolutely no qualifications.

Add to that I’m a Brit, married to an Aussie, living in Thailand. There are very few people who would have a tax profile in common with mine.

Probably the best in the business for tax advice for ecommerce sellers is Tax Jar, here’s an article all about sales tax for Shopify sellers

Also Shopify has an entire manual on taxes to help get your head around it all, but my advice is to get a good accountant involved as soon as you can to guide you at to your individual situation.

Does that mean you now need to wait, speak to an accountant and get all your ducks in a row before you start selling?

No!

Just skip it, make a note to speak to someone and crack on. It’s going to take a while for the momentum of sales to build so you have time!

6. Locations

I haven’t ever used locations and see no reason to do so with an online store, however if you’d like to know more here is a help article about locations from Shopify.

For now, this will simply be the main address you entered into the system.

7. Notifications

So this is all the Shopify email settings.

We will go into email & the Shopify notifications in far more detail on Day 12, so for now just click the main ‘customize’ button on the left and add your logo and change the color of the buttons, so the emails are representative of your brand.

8. Files

This is where you’ll find all uploaded media. So any logos, banners, images etc you upload on the site will all be found here.

9. Sales Channels

Here is where you can add Facebook & Instagram and any other sales channels you’d like to sell through.

10. Plans & Permissions

Here’s where you’ll go to check which plan you’re on and also to give any staff members access. On the $29 / month plan you’re only allowed 2 staff accounts which is a bit of a pain, but best to give them their own login where you can.

11. Store Languages

Does what it says on the Tin! Manage your store language from here.

12. Billing

Manage your Shopify account payment method here and see all bills.

This is important as if you use Shopify payments, their fees will show here. If you sign up to any apps, they’ll be detailed on the bills in here.

So you’ll probably find yourself checking the bill quite regularly. Just click on ‘Recent Bills’ to get a full cost breakdown.

13. Legal Pages

Last but not least, the legal stuff!

You can use your own or if you notice Shopify has kindly provided templates. Thank you Shopify!

Personally for now I would add the templates as is, make some minor amendments to ensure it’s personal to your company and you can always come back and tweak later when you’re making money!

You will need to add your own Shipping Policy as that’s personal to your store and whether you’re charging for shipping, how long you expect the items to take etc.

Here is a nifty little tool to help you generate your shipping policy – https://www.easyship.com/shipping-policy-generator

Just be sure to amend shipping times, prices etc so they are personal & relevant to your store.

So there you have it!

The bulk of your settings done.

You’re so close to going live, its crazy!!!

Tomorrow, we’re going to start adding all your products so get some rest, it’s going to be a long one! 🙂