How to Use the Setup Your Online Store Checklist
| Feature Availability | User Permissions | Time to Complete | Skill Level |
|---|---|---|---|
| Launch, Grow, Scale and the free trial | Store owner and team members | About 2 minutes to open; each step has its own guide | Beginner |
Summary
Overview: The Setup Your Online Store button at the top of your dashboard tracks the four steps every new store needs: your store location, a first product, payments and shipping. It shows how many you've done (for example 0/4) and takes you straight to each step. When all four are done, the button disappears.
Prerequisites:
- You're logged in to your dashboard on a computer or a wide screen. The button doesn't show on phones or small windows.
Step-by-Step Instructions
Step 1: Open the checklist
- At the top of the dashboard, click Setup Your Online Store.
- The Setup Your Online Store panel opens. It shows your progress, for example 1 of 4 completed, and lists the steps. Finished steps have a check mark and are crossed out.
Step 2: Work through each step
Click a step that isn't finished yet to see what it does, then click its button to go to the right page:
| Step | Button | What to do there |
|---|---|---|
| Update Store Location | Go to Store Location | Add your address, contact details and business hours. See How to Add Your Store Location. |
| Upload a Product | Go to Inventory | Add your first product. See How to Add Your First Product. |
| Setup Payments | Go to Payment Settings | Turn on the payment methods you'll accept. See How to Set Up Payments for Your Store. |
| Setup Shipping | Go to Shipping Settings | Choose how you'll deliver orders. See How to Set Up Shipping for Your Store. |
The count on the button goes up as you finish each step.
Step 3: See what's next
Click What's Next at the end of the list for suggestions such as uploading more products or getting help. It doesn't count toward the four steps.
Verify It Worked
Success criteria:
- The count on the button goes up after you finish a step, for example from 0/4 to 1/4.
- When all four steps are done, the Setup Your Online Store button no longer shows.
Troubleshooting
Common errors
- I don't see the button: it only shows on wide screens (a laptop or desktop). On a phone or a narrow window, open each step's page from the menu instead.
- A step isn't marked as done: finish it all the way. For example, a product must be saved, and a payment method or shipping option must be switched on and saved. Then reload the dashboard.
- The button disappeared: all four steps are done. You can still change any of them later from Settings.
Limitations & considerations
- Your store branding and pages are set up with Max AI, separately from this checklist. See How to Set Up Your Store with Max AI.
Next Steps & Related Resources
- Next steps:
- Related articles:
Need more help? For more information and assistance, please send an email to support@prosperna.com.
Last Updated: 10/20/2026