Quickstart
Quickstart
This guide will help you set up OPTIS quickly and start adding custom options to your products.
1. Enable OPTIS Options on your theme
- On the Dashboard, in the Setup guide, click Add to theme (step Activate OPTIS Product Options):

- On the Theme Customize page, click Save to finish enabling the App Embed.

- Back in the app, click Add app block (step Add OPTIS Product Options to your products) to add the OPTIS Product Options block to your product page, then save the theme.
If the app embed is off, the Dashboard shows Unable to display OPTIS options on your live store. Click Go to theme editor, turn it on and save. See Dashboard and setup guide.
2. Create an option set
We have a quick 2-minute video to help you create an option set + assign it to products:
- Go to Option sets and click Create option set, then choose Create from scratch (or Use template to start from a ready-made option set).
- In 1. Add options, click Add option, tick the option types you need (for example Text box, Dropdown menu or Swatch) and click Add options.
- Click an option to set its label, values and settings. The Preview on the right shows how it looks.
- Give the option set a name and make sure its status is Live.
Learn more: Manage option sets, Use option set templates and the 20 option types.
3. Apply option set to products
- Go to Option sets and click the option set you want to apply to products:

- Open 2. Select products, choose Specific products under Apply option set to, pick the products and click Save:

Open one of the products on your store to check that the options show. If they do not, see What to do if OPTIS Options aren’t showing on product pages?
Next steps
- Assign an option set to products and customers - collections, tags, variants, exclusions and priority
- Plans and feature availability
- Settings overview - match the options to your theme
Updated on: 25/09/2026
Thank you!
