> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paysight.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Editor Overview

> Use the Shopify Checkout Editor to manage checkout modules, preview changes, validate settings, and save updates safely.

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  <img src="https://mintcdn.com/paysight/opcKlOpxr3_UiJoi/images/editor_overview.png?fit=max&auto=format&n=opcKlOpxr3_UiJoi&q=85&s=43cad3de879a55138f36f0e8aec155e6" alt="" width="800" height="400" data-path="images/editor_overview.png" />
</Frame>

# Editor Overview

Use the Shopify Checkout Editor to manage an active Shopify store after onboarding is complete. Each editor module has its own page in this section.

<Info>
  If your store is still pending setup, finish [Shopify Store Onboarding](/guides/shopify-store-onboarding) first.
</Info>

{/* Screenshot placeholder: Full Checkout Editor shell with module navigation, preview, validation, and save controls. */}

## Open the editor

<Steps>
  <Step title="Go to Shopify Stores">
    Open [**Shopify Stores**](https://app.paysight.io/shopify-stores) in Paysight.
  </Step>

  <Step title="Select an active store (onboard a store if you do not have one yet)">
    Use the **Active** tab to find the store you want to edit.
  </Step>

  <Step title="Open the editor">
    Select **Edit Checkout** to open the Checkout Editor.
  </Step>
</Steps>

## How the editor works

<CardGroup cols={2}>
  <Card title="Modules" icon="list">
    Settings are grouped into modules such as Checkout Content, Payments, Shipping, Pixels, and Checkout Code Blocks.
  </Card>

  <Card title="Search" icon="search">
    Use module search to quickly find a setting area by name or feature such as Shipping, Upsells, Tracking.
  </Card>

  <Card title="Live View" icon="eye">
    Saving checkout changes makes your changes instantly live.
  </Card>

  <Card title="Validation" icon="circle-check">
    Resolve validation messages before saving checkout configuration.
  </Card>
</CardGroup>

<Tip>
  Save after each focused change. If you leave a module with unsaved changes, review the pending changes before moving on.
</Tip>

## Go Live Checklist

Select **Live checklist** in the editor header to review launch readiness without leaving the editor. The checklist links directly to the modules that need attention.

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  <img src="https://mintcdn.com/paysight/gnMKxX1A6XOlpuOm/images/image-16.png?fit=max&auto=format&n=gnMKxX1A6XOlpuOm&q=85&s=733182dd59e94420f08d2b1d755f32f2" alt="Image" width="846" height="406" data-path="images/image-16.png" />
</Frame>

The five launch essentials cover branding, support and policy links, shipping, subscription setup, and tracking. Mark each item **Done** or **Not applicable**; both statuses count toward launch readiness. Optional power-ups cover Bundle Discounts, Checkout Add-ons, Upsell Offers, and Upsell Flow.

<Tip>
  The checklist records review progress, but it does not replace previewing the checkout or running a test order. You can dismiss the checklist and resume it later from the same button.
</Tip>

## Editor Modules

The Checkout Editor groups settings by purpose so you can work on one part of the customer experience at a time. Use the help tooltips beside fields and section headings for implementation-specific guidance.

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  <img src="https://mintcdn.com/paysight/KmsMoMrx14ckNUEL/images/image-17.png?fit=max&auto=format&n=KmsMoMrx14ckNUEL&q=85&s=54c7e29c3aa6262354ea5acce27b45b1" alt="Image" width="976" height="626" data-path="images/image-17.png" />
</Frame>

### Setup

Brand, support, and system settings.

<CardGroup cols={2}>
  <Card title="Brand & Support" icon="arrow-right" href="/guides/shopify-store-editor/brand-support">
    Customer-facing brand, logo, support contact details, and footer links.
  </Card>

  <Card title="System Settings" icon="arrow-right" href="/guides/shopify-store-editor/store-details">
    Paysight system identity, domains, region, currency, and checkout display conversion.
  </Card>
</CardGroup>

### Checkout

Checkout content, layout, shipping, and footer links.

<CardGroup cols={2}>
  <Card title="Checkout Content" icon="arrow-right" href="/guides/shopify-store-editor/checkout-content">
    Checkout labels, policy notice, reserve copy, country/address behavior, address autocomplete, and pay button text.
  </Card>

  <Card title="Payments" icon="arrow-right" href="/guides/shopify-store-editor/payments">
    Modern card submit, express wallets, wallet styling, 3DS, supported cards, and sandbox flags.
  </Card>

  <Card title="Shipping" icon="arrow-right" href="/guides/shopify-store-editor/shipping">
    Shipping products, display prices, ordering, and Shopify shipping-line behavior.
  </Card>

  <Card title="Footer Links" icon="arrow-right" href="/guides/shopify-store-editor/footer-links">
    Checkout footer links, policies, and support destinations.
  </Card>
</CardGroup>

### Offers

Add-ons, discount codes, and bundle discount rules.

<CardGroup cols={2}>
  <Card title="Checkout Add-ons" icon="arrow-right" href="/guides/shopify-store-editor/checkout-add-ons">
    Optional products shown during checkout, including defaults and cart visibility.
  </Card>

  <Card title="Discount Codes" icon="arrow-right" href="/guides/shopify-store-editor/discount-codes">
    Store discount entries and values.
  </Card>

  <Card title="Bundle Discounts" icon="arrow-right" href="/guides/shopify-store-editor/bundle-discounts">
    BOGO, fixed, percentage, product-specific, and store-wide discount rules.
  </Card>
</CardGroup>

### Subscriptions

Subscription checkout behavior and physical fulfillment mapping.

<CardGroup cols={2}>
  <Card title="Checkout Subscription" icon="arrow-right" href="/guides/shopify-store-editor/checkout-subscription">
    Straight-sale mode, subscription terms, cart subscription display, and subscription copy.
  </Card>

  <Card title="Physical Fulfillment" icon="arrow-right" href="/guides/shopify-store-editor/physical-fulfillment">
    Cart triggers, subscription IDs, physical products to ship, and fulfillment metadata.
  </Card>
</CardGroup>

### Upsells

Post-purchase upsells, upsell flow, and order handling.

<CardGroup cols={2}>
  <Card title="Upsell Offers" icon="arrow-right" href="/guides/shopify-store-editor/upsell-offers">
    Post-purchase offer strategies, products, content, shipping, triggers, and active state.
  </Card>

  <Card title="Upsell Flow" icon="arrow-right" href="/guides/shopify-store-editor/upsell-flow">
    Accept/decline routing and initial upsell selection.
  </Card>

  <Card title="Upsell Order Handling" icon="arrow-right" href="/guides/shopify-store-editor/upsell-order-handling">
    Separate order modes, individual order mode, payment waiting, and decline override.
  </Card>
</CardGroup>

### Tracking

Pixels, GTM, attribution, behavior analytics, and diagnostics.

<CardGroup cols={2}>
  <Card title="Pixels" icon="arrow-right" href="/guides/shopify-store-editor/pixels">
    Tracking pixels, event filters, default pixel behavior, and diagnostics.
  </Card>

  <Card title="GTM Events" icon="arrow-right" href="/guides/shopify-store-editor/gtm-events">
    GTM container IDs, standard events, and custom event names.
  </Card>

  <Card title="Attribution" icon="arrow-right" href="/guides/shopify-store-editor/attribution">
    Hyros and other attribution-specific identifiers.
  </Card>

  <Card title="Behavior Analytics" icon="arrow-right" href="/guides/shopify-store-editor/behavior-analytics">
    Microsoft Clarity and Hotjar project IDs.
  </Card>
</CardGroup>

### Integrations

Checkout event actions and marketing integrations.

<CardGroup cols={2}>
  <Card title="Marketing Integrations" icon="arrow-right" href="/guides/shopify-store-editor/marketing-integrations">
    Connect email/SMS marketing platforms (Omnisend) to checkout lifecycle events.
  </Card>

  <Card title="Event Actions" icon="arrow-right" href="/guides/shopify-store-editor/event-actions">
    Checkout event action references and delivery configuration.
  </Card>
</CardGroup>

### Operations

Shopify sync behavior, store tests, refreshes, and logs.

<CardGroup cols={2}>
  <Card title="Store Operations" icon="arrow-right" href="/guides/shopify-store-editor/store-operations">
    Shopify order sync, batching, product refresh, store test, and conversion logs.
  </Card>
</CardGroup>

### Advanced

Custom checkout code for carefully reviewed changes. Paysight admins also have access to internal configuration and legacy tools in this group.

<CardGroup cols={2}>
  <Card title="Checkout Code Blocks" icon="arrow-right" href="/guides/shopify-store-editor/code-blocks">
    Custom HTML, CSS, and JavaScript injected into checkout.
  </Card>
</CardGroup>

## Safe editing checklist

<Steps>
  <Step title="Make a focused change">
    Edit one module or one related set of settings at a time.
  </Step>

  <Step title="Review preview and validation">
    Check the preview and resolve validation messages before saving.
  </Step>

  <Step title="Save changes">
    Save the module and confirm the editor no longer shows unsaved changes.
  </Step>

  <Step title="Test checkout">
    For payment, shipping, tracking, upsell, and Checkout Code Blocks changes, run a checkout test before treating the update as live-ready.
  </Step>
</Steps>

<Info>
  Admin Settings and Raw Config are internal Paysight tools and are not customer-facing editor modules.
</Info>
