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

Install Optical Form from the Shopify App Store. On first open, the setup guide appears on the Home.

You don’t need to pick a plan to get started

From the moment you install you have a 14-day welcome window with the full app: you can do every step in this guide and publish to your storefront without approving any charge. The 14-day free trial is a separate thing and starts when you pick a plan. The full timeline is in Plans & billing.

2. Enable the app embed

1. In your Shopify admin: Online Store → Themes → Customize.
2. Open App embeds in the left panel.
3. Turn on Optical Form Drawer and click Save.

Shortcut

The Activate the app card on the Home opens the theme editor straight to the embed. It shows Published once the drawer is active on your live theme.

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.

1. In the theme editor, switch the view at the top to Product (the product template).
2. In the main section, click Add block → pick Optical Form.
3. Place it where you want it (usually next to the add-to-cart button) and click Save.

Shortcut

The “Add the block to your product page” step in the Setup guide opens the editor already on the product template with the block ready to drop in.

Mind the published theme

The guide checks your published theme. If you add the block to a draft theme, the step stays unchecked until you publish it.

4. You already have four sample forms

You don’t start from nothing. On install, the app leaves four draft forms built and in your store’s language:

• Prescription glasses, full screen — with sample treatment colours.
• Prescription glasses in a side panel — with branches for single vision, progressive, reading and non-prescription.
• Sunglasses in dark mode.
• Contact lenses — 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

Lens types, treatments and services are billed as real Shopify products. Create them with the Unlisted status — purchasable but absent from collections and search, see Before you start— and link them to options as add-ons.

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.

You can pick individual products or whole collections: with a collection, every product in it — including those that join later — shows the form, no matter how many there are. The rules are in Products and collections.

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. Decide how each frame gets bought

One decision left, and it is a business one: your theme keeps its own buy buttons, so as things stand a customer can walk off with the frame and no lenses. If you also sell bare frames, that is exactly what you want. If you don’t, that order arrives paid and with no prescription, and you find out in the lab.

Make it now rather than later: Controlling how each frame is bought.

Next step

Review the Key concepts or jump straight to Build a form.

Something not behaving? When something isn’t working.