Appstle Client Workspace Setup (Onboarding)

Appstle Client Workspace Setup (Onboarding)

1. 01

   Install the Appstle suite on the client's Shopify or Shopify Plus store and approve the OAuth scope request

   The suite needs read and write access to products, customers, and orders before any subscription, membership, or loyalty module will function. Confirm the store plan is Shopify or Shopify Plus; Appstle does not run on WooCommerce, BigCommerce, or custom platforms, so an agency serving those stacks cannot resell it.

2. 02

   Map the product catalog and customer records inside the Appstle admin before enabling any module

   Verify variant-level data for products the client intends to sell on subscription, and check that existing customer tags and segments carried over. Mismapped variants are the most common cause of failed first subscription orders during agency onboarding.

3. 03

   Select the Appstle plan tier against the client's current monthly order volume

   Free covers up to 250 monthly orders with points and referral programs. Starter at $10/mo covers up to 500. Business at $30/mo covers up to 2000. All tiers carry a 0% transaction fee, so the upgrade trigger is order count, not revenue share. Flag the threshold in the client workspace so the agency catches the upgrade before Shopify order volume crosses it.

4. 04

   Configure one retention workflow end to end, not all five at once

   Pick a subscription offer with build-a-box and tiered discounts, a membership plan with tiered perks and billing, or a loyalty program with points and store credits. Configure it fully, then place a test order and confirm the subscription order, membership account, or loyalty reward generates correctly before moving to the next module.

5. 05

   Build the branded loyalty page and place the widget on product and checkout pages

   Match the loyalty page to the client storefront theme so the program reads as part of the store rather than a third-party bolt-on. Confirm the widget renders on both product detail and checkout templates.

6. 06

   Set the per-order overage expectation with the client in writing

   Appstle charges $0.05 per extra order above the plan ceiling. Agencies billing the client on a retainer or per-order fee structure need this line item visible in the client workspace so the agency is not absorbing overage silently.

7. 07

   Hand the client a one-page admin guide covering only the modules live at launch

   Scope the guide to what was configured in step four. Adding subscription, membership, loyalty, bundle, and pickup/delivery documentation at once overwhelms merchant staff and generates support tickets the agency did not price into the retainer.