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# 🚀 How to Set Up Delivery, Pickup, and Shipping Options in Delivery Dates

Just installed **Hoppy Delivery Dates** and not sure where to start? You're in the right place 🙌

This guide walks you through the complete first-time setup — from enabling the app in your theme to creating your first location — so customers can start choosing **Store Pickup**, **Local Delivery**, or **Standard Shipping** (with dates and time slots) right from your cart page.

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# **📋 Before You Begin**

Make sure you have:

* ✅ The **Hoppy Delivery Dates** app installed on your Shopify store  
* ✅ Access to your Shopify admin and theme editor  
* ✅ A rough idea of which fulfillment methods you offer (pickup, local delivery, shipping)

💡 You don't need to configure everything perfectly on day one. Get the basics live first — you can fine-tune time slots, prep times, and blackout dates later inside each location.

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# **🗺️ The Setup Guide on Your Home Dashboard**

When you open the app, the **Home** dashboard shows a **Setup Guide** card with a progress bar that tracks your setup:

* Activate app embed in Shopify  
* Activate Show on cart  
* Set up your first location  
* Set up delivery rates  
* Confirm your Delivery Dates widget is working properly

Each step expands with a short description and a button that takes you exactly where you need to go — for example **Open theme settings**, **Open settings**, **Create location**, or **Set up rates**. Completed steps get a green checkmark automatically ✔️

ℹ️ The steps below follow this same checklist, so you can either click through the Setup Guide or follow along manually.

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# **🧩 Step 1 — Activate the App Embed in Shopify**

The app embed is what loads the Delivery Dates widget on your storefront. Without it, nothing will appear on your cart page — even if everything else is configured.

Go to:

**Shopify Admin → Online Store → Themes → Edit Theme → App embeds**

Then:

* Find **“Delivery dates”** in the list  
* Toggle it ON  
* Click **Save**

Back on the **Home** dashboard, expand the **Activate app embed in Shopify** step and click **“I have done it”** — the app will re-check your theme and mark the step complete.

⚠️ If the step doesn't turn green, make sure you clicked **Save** inside the theme editor. The toggle alone isn't applied until the theme is saved. You can also use the **Activate** button on the **App Status** card to jump straight into the theme editor.

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# **🛒 Step 2 — Turn On “Show on cart”**

Next, tell the app to display the widget on your cart page:

→ Open the app and go to **Settings**

→ At the very top, flip the **Show on cart** toggle ON

→ Click **Save** in the save bar that appears

This is the master switch for the storefront widget — if it's off, the widget stays hidden even with the app embed active.

💡 For a deeper look at how the widget appears (method tabs, date picker, time slots), see **How to Show the Delivery Widget on the Cart?**

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# **📍 Step 3 — Create Your First Location**

Locations power the **Store Pickup** and **Local Delivery** tabs in the widget. Each location has its own address, time slots, prep time, and blackout dates.

→ In **Settings**, make sure you're on the **Delivery & Pickup** tab

→ Under **Your Locations**, click **Create location**

A new location is created with both fulfillment methods already switched on, and the location editor opens with these sections:

* **Location setup** → name, address, and whether the location is enabled  
* **Fulfillment type** → choose between **Local Delivery** and **Store Pickup (Takeaway)** (you can offer one or both)  
* **Time slots & limits** → the days and time slots customers can pick  
* **Prep time & availability** → how much preparation time you need before orders  
* **Block dates & times** → holidays or days you don't fulfill orders  
* **Product-based overrides** → different rules for specific products

For a full walkthrough of every field inside the location editor, see **Location: How to Create and Manage a Location?**

→ Click **Save** when you're done

ℹ️ New locations come with sensible defaults (weekday-friendly morning slots), so you can go live quickly and adjust the details later.

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# **📦 Step 4 — Enable Standard Shipping (Optional)**

Only ship orders the regular way? You can also offer **Standard Shipping** as a tab in the widget — with or without date selection.

→ In **Settings**, switch to the **Standard Shipping** tab in the left sidebar

→ Click **Turn on**

Once enabled, two optional settings appear:

* **Minimum order value for Standard Shipping (Optional)** → customers only see the shipping option when their cart reaches this amount  
* **Enable slots (Optional)** → when checked, an extra configuration section appears below so customers can pick a shipping date and time slot, just like delivery and pickup

→ Click **Save**

ℹ️ If you leave **Enable slots** unchecked, the widget simply tells customers that standard shipping will be calculated at checkout — no date picker is shown.

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# **💰 Step 5 — Set Up Delivery Rates (Optional)**

The last configuration step lives on the **Rates** page, where you create delivery zones and rate rules so customers see the right delivery cost.

→ Click **Set up rates** on the Setup Guide, or open **Rates** from the app navigation

Zones and rate rules have their own dedicated doc — see **How to Setup Delivery Rates and Zones?** for the full setup.

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# **👀 Step 6 — Confirm Everything Is Working**

The final Setup Guide step asks you to check the widget on your storefront:

1. Open your store's **cart page** in a new tab (add a product first if the cart is empty)  
2. Confirm the widget appears with the right method tabs  
3. Try picking a date and time slot to make sure it behaves as expected

Then back in the Setup Guide:

* Click **Everything is great** if it all looks right 🎉  
* Click **Contact Support** if something looks off — we're happy to help with design tweaks too

ℹ️ Once every step is complete, the Setup Guide shows **Done**, and you can click **Dismiss Guide** to hide it from your dashboard.

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# **🎉 Final Result**

Once your setup is complete:

✅ The **Delivery dates** app embed is active in your theme ✅ The widget is visible on your cart page ✅ Customers can choose **Store Pickup**, **Local Delivery**, or **Standard Shipping** ✅ Each location has its own slots, prep time, and blackout dates ✅ Delivery rates are configured for accurate checkout costs

Your store is now ready to take orders with delivery dates 🚀