> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revize.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Launch Revize in Minutes

> Install Revize, set your edit window, choose what customers can edit, add the app blocks, and go live in minutes.

<Note>
  **No developers or custom code needed.** Install the app, choose your settings, add the app blocks, and customers can start editing orders right away.
</Note>

## 1. Install the app

<Steps>
  <Step title="Open the Shopify App Store">
    Go to the <a href="https://apps.shopify.com/revize" target="_blank">Revize listing</a> and click <strong>Add app</strong>.
  </Step>

  <Step title="Approve permissions">
    Shopify will ask for the access Revize needs to manage orders, payments, and fulfillment. Approve to continue.
  </Step>
</Steps>

<img src="https://mintcdn.com/revize/_Q-lg5jPpdIW5Dem/images/quickstart/app-store.png?fit=max&auto=format&n=_Q-lg5jPpdIW5Dem&q=85&s=8b775b79f3bc057718634815fe91be5f" alt="Revize app home in Shopify" style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} width="2940" height="1518" data-path="images/quickstart/app-store.png" />

***

## 2. Set the edit deadline

<Note>
  By default, Revize places new orders on hold. This gives customers time to make edits before fulfillment starts. You can turn the hold off if your workflow needs immediate processing.
</Note>

<Steps>
  <Step title="Open Order Editing">
    In the Revize app, select <strong>Order Editing</strong> in the left sidebar.
  </Step>

  <Step title="Pick a duration or a scheduled cutoff">
    Choose a preset like 15, 30, or 60 minutes, set a custom duration, or pick a scheduled cutoff time.
  </Step>

  <Step title="Choose processing">
    Select <strong>Hold orders</strong> for the edit window, or <strong>Skip hold</strong> if your 3PL only pulls finalized orders. Optionally add a release tag for ready orders.
  </Step>

  <Step title="Save">
    Click <strong>Save</strong>.
  </Step>
</Steps>

<img src="https://mintcdn.com/revize/_Q-lg5jPpdIW5Dem/images/quickstart/order-editing-1.png?fit=max&auto=format&n=_Q-lg5jPpdIW5Dem&q=85&s=d9769213242503aa87adab347b77698a" alt="Order edit window and processing settings in Revize" style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} width="2940" height="1518" data-path="images/quickstart/order-editing-1.png" />

***

## 3. Choose payments and refunds

<Tip style={{ background: "#EEF2FF" }}>
  If an edit changes the order total, Revize handles the difference automatically. No spreadsheets. No manual work.
</Tip>

<Steps>
  <Step title="Open Payments and refunds">
    In <strong>Order Editing</strong>, scroll to <strong>Refund options</strong>.
  </Step>

  <Step title="Pick how differences are handled">
    Choose one: <strong>No refund</strong>, <strong>Refund to original payment</strong>, or <strong>Refund as store credit</strong>.
  </Step>

  <Step title="Save">
    Click <strong>Save</strong>.
  </Step>
</Steps>

<img src="https://mintcdn.com/revize/_Q-lg5jPpdIW5Dem/images/quickstart/order-editing-2.png?fit=max&auto=format&n=_Q-lg5jPpdIW5Dem&q=85&s=df6288818ebb7755f648143932132e33" alt="Refund options in Revize" style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} width="2940" height="1518" data-path="images/quickstart/order-editing-2.png" />

***

## 4. Select what customers can edit

<Steps>
  <Step title="Open Customer edit options">
    In <strong>Order Editing</strong>, scroll to <strong>Customer edit options</strong>.
  </Step>

  <Step title="Toggle the edits you allow">
    Enable the options that fit your store. Shipping address, variant and quantity, add or replace products, apply discount codes, upgrade shipping, cancel order, invoice and tax info, delivery date, and support ticket.
  </Step>

  <Step title="Save">
    Click <strong>Save</strong>.
  </Step>
</Steps>

<img src="https://mintcdn.com/revize/_Q-lg5jPpdIW5Dem/images/quickstart/order-editing-3.png?fit=max&auto=format&n=_Q-lg5jPpdIW5Dem&q=85&s=be92ba51574c90d646e2b73650311eea" alt="Customer edit options toggles in Revize" style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} width="1734" height="1430" data-path="images/quickstart/order-editing-3.png" />

***

## 5. Add the app blocks

<Note>
  Add Revize to the Order Status page and the Thank You page in the Shopify checkout editor. This is where customers edit their orders.
</Note>

<Steps>
  <Step title="Open the checkout editor">
    In Shopify admin, go to <strong>Settings</strong>, then <strong>Checkout</strong>, then <strong>Customize</strong>.
  </Step>

  <Step title="Add blocks to the Order Status page">
    In the page picker at the top, choose <strong>Order status page</strong>. Click <strong>Add block</strong>, then add <strong>Revize Customer Portal</strong> and <strong>Revize Notifications</strong>. Click <strong>Save</strong>.
  </Step>

  <Step title="Add the Thank You page message">
    Switch the page picker to <strong>Thank you</strong>. Click <strong>Add block</strong>, add <strong>Revize Order Edit Message</strong>, then <strong>Save</strong>.
  </Step>
</Steps>

<video src="https://untechnickle.s3.us-east-1.amazonaws.com/assets/onboarding-embed-block-v2.mp4" autoPlay muted loop playsInline style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} />

***

## 6. Enable the app

<Steps>
  <Step title="Enable Revize">
    Go to <strong>Settings</strong> in the Revize sidebar. Turn on <strong>App status</strong>.
  </Step>
</Steps>

<img src="https://mintcdn.com/revize/_Q-lg5jPpdIW5Dem/images/quickstart/app-status.png?fit=max&auto=format&n=_Q-lg5jPpdIW5Dem&q=85&s=93023228518cecffef0fb0e893ec859d" alt="Revize settings, app status and branding" style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} width="2016" height="1418" data-path="images/quickstart/app-status.png" />

***

## 7. Optional, customize text and languages

<Steps>
  <Step title="Open Translations">
    In the Revize sidebar, select <strong>Translations</strong>.
  </Step>

  <Step title="Update copy">
    Edit the customer portal text, message boxes, and notifications. Keep it on brand and clear.
  </Step>
</Steps>

<img src="https://mintcdn.com/revize/_Q-lg5jPpdIW5Dem/images/quickstart/translations.png?fit=max&auto=format&n=_Q-lg5jPpdIW5Dem&q=85&s=6c2cfe0b55177e523c4210ba787040f1" alt="Revize translations and text customization" style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} width="2060" height="1204" data-path="images/quickstart/translations.png" />

***

## Next, place a test order

<Note>
  You are ready to test. Place a draft order or a real test order, then edit from the Order Status page to see the full flow.
</Note>

<CardGroup cols={2}>
  <Card title="Create a test order" icon="flask" href="/how-to-test-revize">
    Step by step, with a Shopify video on draft orders.
  </Card>

  <Card title="Core Setup" icon="gear" href="/setup/edit-window">
    Deep dive into the edit window, refunds, and permissions.
  </Card>
</CardGroup>

***

<Note>
  That is it. Revize is live. Customers can fix mistakes after checkout, your team saves time, and you capture more revenue.
</Note>
