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This guide takes you through the setup that every store needs. When you finish, the cart widget is live on your storefront and new carts appear on your dashboard.
Before you start: you need permission to install apps and edit themes in your Shopify admin (store owner, or staff with Apps and Themes access).
1

Install the app and choose a plan

Install CB Customer Cart Manager from the Shopify App Store. Shopify then shows the plan selection page.Pick a plan to continue — the Free plan counts too. The app opens only after a plan is active on your store. If you close the page without picking one, you’re brought back to it the next time you open the app.
Cart tracking, draft orders and the support form are part of the paid plans. On Free, the dashboard opens but carts are not recorded. See Plans & billing to compare.
2

Switch on the app embed

The storefront widget and cart tracking run through an app embed in your theme.
  1. In the app, open the home page. The Setup Guide appears at the top.
  2. Under Initial Set Up, click Enable App Embed. Your theme editor opens in a new tab with the app embed selected.
  3. Make sure Cb Customer Cart Widget is switched on, then click Save in the theme editor.
  4. Come back to the app. After a few seconds the step shows an Activated badge.
Full details and screenshots of each option are in Turn on the app embed.
3

Choose your widget design

In the Setup Guide, click Go to Templates (or open Settings → General settings → Modify Cart Widget).Pick one of the nine ready-made designs, or click ✦ Create Custom Design to match your brand. Click Save Template.See Widget templates for previews of every design.
4

Configure your settings

Click Go to Settings and review the tabs:
  • Widget Visibility — who sees the widget (everyone, logged-in customers, or guests) and on which pages. The default is the cart page only.
  • Popup & Support — the optional popup, exit-intent trigger, and the support form your shoppers fill in.
  • Notifications — email alerts for you and your customers when a support request comes in.
Click Save in the bar at the top of the page.
5

Test it on your storefront

  1. Open your online store in a new browser window (an incognito window works well).
  2. Add any product to your cart and open the cart page or cart drawer.
  3. You should see the widget with Your Cart ID: ….
  4. In the app, open Dashboard. Your test cart appears within a few seconds under All Carts and Live Carts.
That’s it — your store is now tracking carts. Click View Details on the cart to explore everything you can do with it.

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If something doesn’t show up

Check that the app embed is switched on and saved in your live theme, and that Cart Page is ticked in Settings → Widget Visibility. If your theme is heavily customised, see Theme compatibility.
Make sure you’re on a paid plan — the Free plan doesn’t record carts. The dashboard refreshes by itself every few seconds; switching back to the app tab also refreshes it. More fixes are in Troubleshooting.

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Next steps

Tour the dashboard

Learn what each tab, counter and icon means.

Set up email alerts

Get an email whenever a shopper sends their cart to support.