Skip to main content

Tutorials

Learn how to make the most of CartWisp — whether you're a Shopify merchant setting up checkout rules and app extensions or a customer looking to request tier classification and understand product eligibility. The following video tutorials will walk you through the essential workflows step-by-step.

For Shopify Merchants: Creating Checkout Rules with CartWisp​

Video: Seller Tutorial – Setup, Extensions & Rule Management​

Learn how to use CartWisp as a merchant to set up and manage checkout governance inside your Shopify store. This video covers the full setup and rule creation flow:

What you’ll learn:​

  • How to install CartWisp and activate your selected plan
  • How to add the Customer Tier Classification Request Extension to your storefront
  • How to add Product Validation Details to product pages
  • How to enable store notifications for warnings, updates, and checkout rule messages
  • How to create Customer Tiers such as Above 18, Wholesale Buyer, Licensed Buyer, or Verified Business Buyer
  • How to create checkout rules using the Rule Builder
  • How to configure target products/collection and target customers/tiers
  • How to test and activate rules before enforcing them on checkout
  • How CartWisp displays warnings, errors, and checkout blocks when rules are triggered

Watch this tutorial video to create checkout rules, guide customers clearly, and prevent invalid or restricted orders using CartWisp.

For Customers: Requesting Tier Classification and Understanding Checkout Rules​

Video: Customer Tutorial – Tier Access & Checkout Eligibility​

This tutorial is for customers of any Shopify store using CartWisp. Learn how to request tier classification, understand product validation messages, and complete checkout successfully when store rules apply.

What you’ll learn:​

  • How to find and access the “Request for Tier Classification” form
  • How to select the correct Customer Tier, such as Above 18, Wholesale Buyer, Licensed Buyer, or Verified Business Buyer
  • How to upload supporting documents if required by the store
  • Understanding the approval and tier assignment process: auto vs manual
  • Where to view your current tier, status, and request history
  • How assigned Customer Tiers affect product eligibility and checkout access
  • Viewing Product Validation Details on product pages
  • Understanding storefront warnings, updates, and checkout rule notices
  • How checkout errors or blocks appear when store rules are not met
  • What to do when checkout asks you to update cart, verify your tier, change shipping, or select another payment method

Watch this tutorial video to understand how to request tier classification, view product requirements, and complete valid checkout on a CartWisp-enabled store.