Install Optical Form
Optical Form installs through a theme app embed — no code required. The app includes a Setup guide that walks you through these steps.
1. Install the app
Section titled “1. Install the app”Install Optical Form from the Shopify App Store. On first open, the setup guide appears on the Home.
2. Enable the app embed
Section titled “2. Enable the app embed”- In your Shopify admin: Online Store → Themes → Customize.
- Open App embeds in the left panel.
- Turn on Optical Form Drawer and click Save.
3. Add the block to your product page
Section titled “3. Add the block to your product page”This is the step that makes the button appear, and it’s different from the previous one:
| What it does | Where it goes | |
|---|---|---|
| App embed (step 2) | Loads the form engine | Whole store, once |
| “Optical Form” block (this step) | Draws the button | Inside the product template |
Enable only the embed and the form exists, but the product page shows nothing.
- In the theme editor, switch the view at the top to Product (the product template).
- In the main section, click Add block → pick Optical Form.
- Place it where you want it (usually next to the add-to-cart button) and click Save.
4. You already have two sample forms
Section titled “4. You already have two sample forms”You don’t start from nothing. On install, the app leaves two draft forms built and in your store’s language:
- Prescription glasses — 11 steps, with branches for single vision, progressive, reading and non-prescription.
- Contact lenses — 3 steps: lens pack, prescription per eye, and care solutions.
They’re drafts, so they don’t appear on any product page until you activate them. Open them, walk through them, and keep whichever matches what you sell — it’s almost always faster than starting blank.
If you’d rather start from something else, Create form offers five templates. See Build a form.
5. Create the add-on products
Section titled “5. Create the add-on products”Lens types, treatments and services are billed as real Shopify products. Create them (often hidden from the catalog) and link them to options as add-ons.
6. Assign the form to products
Section titled “6. Assign the form to products”On the form’s Products tab, choose which products it appears on. On those pages the customer sees the “Configure your lenses” button and follows the multi-step flow.
7. Activate and sync
Section titled “7. Activate and sync”Set the form to Active and click Sync to publish it to Shopify. A form only appears on the store if it’s Active + Synced. See Sync.
8. 🔴 Block unconfigured purchases
Section titled “8. 🔴 Block unconfigured purchases”The step that costs the most to skip. Your theme keeps its own buy buttons, and with those a customer can walk off with the frame and no lenses: the order arrives paid and with no prescription, and you find out in the lab.
Don’t leave it for later: Stop unconfigured orders.
Next step
Section titled “Next step”Review the Key concepts or jump straight to Build a form.
Something not behaving? When something isn’t working.