RecurX keeps a setup checklist on Home: Storefront and checkout setup. It lists every RecurX app embed and block for your theme, checkout, thank-you page and customer accounts, and shows whether each one is live. You never tick anything by hand — RecurX checks your published theme and notices when a checkout or account block appears.
The checklist works alongside the Set up RecurX guide, which creates your first plan and turns on the widget. See Welcome tour.
Step 1: Find the checklist on Home
Open Apps → RecurX Subscriptions. At the top of Home:
- While a required step is open, the full checklist shows with a progress bar (for example 1 of 3 required steps done).
- Once every required step is done and you've dismissed it, it shrinks to one line: Storefront setup: Active. Click Manage to open it again.
Note: If a required step comes undone later — for example the app embed is switched off in your theme — the full checklist comes back on Home by itself.
Step 2: Finish the required steps
The checklist has three tabs: Required (1), Optional (2) and Done (3). The Required tab lists what subscriptions need to work:
| Step | Where | What it does |
|---|---|---|
| Subscription widget | App embed in your published theme | Shows your subscription options on product pages that have a RecurX plan |
| Thank-you page: manage subscription | Thank-you page, in the checkout editor | Tells new subscribers where to pause, skip or cancel |
| Customer account: My Subscriptions page | Customer account menu | Lets subscribers manage their subscriptions from their Shopify customer account |
Each row has one button that opens the right place: Turn on or Open in theme editor for the app embed, Open checkout editor for the thank-you page, Open menus for the customer account page. Make the change there, save, and come back.
Step 3: Follow the steps for a row
Click How to set it up under any row for numbered instructions. Click Hide steps to close them.
Step 4: Add optional blocks you need
The Optional tab lists blocks for features you may or may not use, for example Subscription widget block (place the widget at an exact spot), Add to subscription block, Upsells and cart drawer, Member page gate, Membership block, Build-a-Box, Product quiz and Manage subscription link. Add only the ones for tools you use. Each row shows Added / Not added or On / Off, and Add to theme or Turn on opens the theme editor at the right spot.
Note: Rows that need Shopify Plus (such as Checkout: subscribe and save) only appear on Shopify Plus stores.
Step 5: Check the status
The Done tab lists everything that's live. Status badges mean:
- On / Added — found in your published theme. Added to: shows which templates have the block.
- Live — a checkout, thank-you or account block has shown on a customer's page (with the last date).
- Added in the editor — seen in the editor preview but not on a customer's page yet.
- Not detected yet — RecurX hasn't seen it. After you add a checkout or account block, preview that page in the editor so RecurX can detect it.
Changed something in your theme? Click Check again (top right) to refresh the statuses now.
When every required step is done, the checklist says All required steps are done. You can dismiss this guide. Click Dismiss to shrink it to the Storefront setup: Active line.
The same checklist in App settings
The checklist also sits at the top of App settings → Extensions, followed by the RecurX extensions that work inside Shopify admin, Shopify Flow and customer accounts.
The setup guide's steps
The Set up RecurX guide has its own step list — How do you want to set up?, Build your first plan, Choose and turn on your widget, Choose pricing and Ready to launch — with a check mark next to each finished page. Reopen it from App settings → Setup guide.
Troubleshooting
- "We couldn't read your theme just now. Select Check again, or open the theme editor to check yourself." — RecurX couldn't read your published theme. Click Check again, or open the theme editor to check.
- The widget is On but doesn't show on a product page — the product needs an active RecurX plan. See Widget not showing on my product page.
- The statuses describe a different theme — the checklist reads your published theme. Changes in an unpublished theme don't count until you publish it.