Onboarding

When you open Capyshop for the first time, a 9-step setup wizard guides you through the initial configuration of your store. This wizard runs automatically and must be completed before you can access the admin panel.

Once finished, you land on the admin dashboard where a Getting Started checklist helps you take the first steps toward launching your store.

Before you begin

Make sure Capyshop is running and accessible in your browser. As soon as you open the app, you will be redirected to the onboarding wizard automatically — there is nothing to trigger manually.

Step 1 — Welcome

The first screen greets you and shows the full 9-step progress bar at the top. Click Get Started to begin.

Step 2 — Create your admin account

This is where you create the first administrator account for your store. Fill in your name, email, and a secure password (at least 8 characters), then click Create & Continue.

Field	Notes
Name	Your display name in the admin panel
Email	Used to log in; must be a valid email
Password	Minimum 8 characters

Important: Keep your credentials safe. This account has full admin access to the store.

Step 3 — Select countries

Capyshop needs to know which countries your store will serve. The app automatically imports a full list of countries, states, and cities in the background — this may take a few seconds.

Once the list loads, toggle on every country you want to sell to. At least one country must be active.

You can add or remove countries later from Settings → Countries in the admin panel.

Step 4 — General settings

Here you configure the core identity of your store: its name, currency, address, logo, and social media links.

Field	Notes
Store name	Shown in the browser tab, emails, and SEO meta tags
Currency	The default currency for prices and checkout
Country	Required. Select the country where your business is based
Address	Your physical business address
Logo / Favicon	Upload your brand images (PNG or SVG recommended)
Social links	Add URLs for X, Facebook, Instagram, TikTok, or WhatsApp

Step 5 — Theme

Customize the visual appearance of your storefront. You can configure separate color palettes for light mode and dark mode, and choose a global font.

At least one mode (light or dark) must be enabled. You can change all colors later from Settings → Theme in the admin panel.

Step 6 — Email

Configure outbound email so your store can send order confirmations, shipping updates, and other notifications to customers.

You will need the SMTP credentials from your email provider (Gmail, SendGrid, Mailgun, etc.).

Field	Notes
Contact email	Your public support email shown to customers
No-reply email	Used as the sender address for automated emails
SMTP host	Your mail server hostname (e.g. smtp.sendgrid.net)
SMTP port	Usually 587 for TLS or 465 for SSL
SMTP user	Your SMTP login username
SMTP password	Your SMTP login password

Tip: Click Save & Continue first to save your settings, then use the Send test email button to verify your SMTP configuration is working.

Important: If you have already configured SMTP through the SMTP_HOST, SMTP_PORT, SMTP_USER, and SMTP_PASSWORD environment variables at deploy time, the matching fields are disabled here and show "Configured by environment variable" — you can leave them alone and proceed with the two email address fields.

Step 7 — Integrations

Connect optional third-party services to unlock additional features. All integrations are optional — you can skip this step and configure them later from Settings → Integrations.

Integration	What it enables
Platform Telemetry	Share anonymous usage data to help improve Capyshop
AI (OpenAI / Anthropic)	AI-powered product descriptions and search
Stripe	Credit card and digital wallet payments at checkout
Google Auth	"Sign in with Google" for customers
Facebook Auth	"Sign in with Facebook" for customers

Note: Enabling platform telemetry sends anonymous admin panel usage statistics (such as which features you use) to the Capyshop team. No personal data, store names, or customer information is ever collected. You can turn it off at any time from Settings → Integrations.

Step 8 — Languages

Choose which languages your storefront will be available in. English, Spanish, Dutch, and Portuguese are pre-selected by default — turn off any you don't need and toggle on any other locales you want to support. At least one language must be enabled, and it does not have to be English.

Step 9 — Setup complete

Congratulations! All steps are done. Click Go to Admin Panel to open the admin dashboard.

Getting started checklist

After onboarding, the admin dashboard shows a Getting Started checklist with three recommended next steps:

Task	What to do
Create your first product	Go to Products → New and add at least one item to your catalog
Set up a shipping method	Go to Shipping → New to configure rates and delivery zones
Set up a payment method	Go to Payment Methods → New to enable checkout payments

Once all three tasks are completed, your store is ready to accept orders.