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. Build your first form
Section titled “3. Build your first form”Click Create form, pick a template and configure the steps. See Build a form.
4. Create the add-on products
Section titled “4. 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.
5. Assign the form to products
Section titled “5. 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.
6. Activate and sync
Section titled “6. 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.
Next step
Section titled “Next step”Review the Key concepts or jump straight to Build a form.