Set up your store with the guide

Six short steps in the Business Hub take a store from nothing to ready to sell, saving as you go: how you get paid, basics, sales tax, shipping, your first product and going live.

Updated November 11, 2026

Set up your store is a guide in the Business Hub that walks through everything a store needs before it can sell. It takes about 15 minutes, saves as you go, and you can change everything later in Settings.

Where to find it

Business Hub → Store. While the setup isn't finished, the first card under Needs you is Set up your store (later Finish setting up your store · 3 left, with how many steps are still open). It never opens by itself: start whenever you're ready. The card goes away once all six steps are done.

Settings → Payment providers, Store, Tax and Shipping show a small Set up with the guide link while the setup isn't finished. When you open one of those pages from the guide, a Back to store setup bar at the top names your step (for example "Step 3 · Sales tax") and takes you back to it.

Leaving and coming back

Leave any time. Coming back opens the step you were on, even if that step is already done. The steps on the left show which ones are done: a step shows a tick only when your account really shows it (for example a card account that can take money), not just because you clicked Continue. If something set up earlier is undone, the step goes back to "to do". A step you moved past without finishing shows as skipped.

On a phone, the list of steps becomes "Step 3 of 6" with a progress bar.

The six steps

1. How you get paid

Connect a card provider so customers can pay. Anything you already connected for bookings, invoices or memberships shows as connected. PayPal is optional, next to it.

  • What it is: "The account that receives your customers’ payments. You log in to it in its own window; we never see your bank details."
  • What goes wrong: "An account that is still “pending” or “restricted” can’t take money. When that happens we show the exact reason from the provider and the button that fixes it."
  • Test mode: "Test orders never charge anyone. Use it to try checkout with a test card."
  • Live mode: "Real customers, real money. Switch when you’re ready, any time."

If you can't connect payment accounts, the step shows Ask your agency to connect payments. It sends your agency a bell and a task, and the other steps still work.

2. Store basics

Currency (from your business country), weight and size units, the first order number, guest checkout (shown only when customer accounts are on; otherwise a note says shoppers check out as guests), your policies and which order emails customers get.

  • Currency: "Changing it later doesn’t convert your prices."
  • First order number: "Starting above 1 looks less like a brand-new shop."
  • Policies: "Policies are optional. Customers see them at checkout." Draft with Zeus (1 credit) writes the ones not written yet from your Business Info; read them over before you continue.

3. Sales tax

Pick one: One rate I set myself (pre-filled from your invoice tax rate), Worked out for each order (your card provider works out the tax for each address; it needs card payments connected first, and says so), or I don’t charge sales tax. You also choose whether your prices already include tax.

  • What it is: "The tax added to what customers pay."
  • What goes wrong: "Charging no tax where you’re registered means you owe it yourself. If you’re not sure, ask your accountant which states you’re registered in."

4. Shipping

First: Do you ship things? Yes, pickup only, or nothing you sell ships (then shipping shows as Not needed). If you ship, pick where you ship from (pre-filled from your Business Info) and how you price it: a flat price, free over an amount, live rates from the carrier, or pickup. Each choice shows an example total.

Live rates use your own shipping account (the Shipping accounts card from Settings → Shipping), with Test connection. A key in test mode says so: "This key is in test mode, so it buys no real labels. Paste your live key when you’re ready to ship for real."

Live rates always need a fallback price, and the guide fills one in for you:

  • What it is: "The price checkout shows if the carrier is slow to answer."
  • What goes wrong: "Without one, checkout can’t show shipping when the carrier is slow, and the customer can’t pay."

5. Your first product

A short form: name, price, a photo, how many you have in stock, and a description (Write with Zeus). The guide sets the product to Active, turns on Sell online and adds it to your site, so it shows on your shop right away. All three are on the product page if you change your mind. Or Import from a file, or Add more later.

Weight is asked only when you use live rates: "Live rates can’t price this product without a weight. Add one, or customers see your fallback price."

6. Go live

Pick the site and turn the store on for it. Zeus adds your Shop page and product page in your site's style, with your header and footer, to the site's draft: you review them in the editor before anything goes live. The store opens when the site is published; a site that isn't published yet offers Publish now, or publish later.

The Online Store add-on shows its price here, with the same three choices as the publish window: Start the store, Keep the store hidden, or Decide later (the publish window asks again). Only agency Owners and Admins can start it.

In test mode, Place a test order opens your shop so you can buy with a test card; nobody is charged. That order is marked Test: it never counts in your sales, and you can delete it from Orders (see Refunds and canceling orders). In live mode it becomes Place a real order and refund it, and your card provider's fees still apply to a real order.

What "ready to sell" means

The done screen says Your store is ready to sell when all three are true: your card account can take money, at least one product is Active, Sell online and on a site, and the store is on for a published site with the Online Store add-on active. Otherwise it lists what's still open. Next, when you're ready suggests adding more products, setting your daily label limit, turning on low-stock alerts, connecting live rates and setting up store automations; each one ticks itself when it's done.

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