Skip to content

How Checkout Buddy works

Checkout Buddy adds four kinds of things to your store. Knowing which one you’re using tells you where to set it up and whether you need Shopify Plus. Without Shopify Plus you get most functions and the blocks outside checkout; checkout blocks and checkout branding need Plus. See which Shopify plan do I need?

Checkout blocks

Things customers see and use in checkout: upsells and free gifts, checkout fields such as a gift message or a delivery date, banners, trust badges, and progress bars such as a free shipping bar. You create a block in Checkout Buddy, then place its app block with Shopify’s Checkout Editor. Shopify Plus only.

Functions

Changes to how checkout behaves: discounts, bundles, hiding or renaming payment and shipping methods, purchase limits, and blocking checkout. They work as soon as you save them, and most work on every Shopify plan.

Checkout branding

Colors, fonts, logo, corners and layout for checkout, customer accounts, and sign-in pages. Shopify Plus only.

Shopify decides which stores can change checkout, and Checkout Buddy follows those rules.

Shopify Plus Other Shopify plans Shopify Starter
Checkout blocks: upsells and gifts in checkout, checkout fields, checkout content ✓ Not available Not available
Checkout branding ✓ Not available Not available
Product offers on product and cart pages ✓ ✓ Not available
Thank you page blocks and customer account blocks ✓ ✓ Not available
Most functions: discounts, bundles, payment and shipping methods, purchase limits, checkout and address blockers ✓ ✓ ✓
Hide express checkout buttons, B2B order review, price changers ✓ Not available Not available

Shopify shows app blocks on checkout’s information, shipping and payment steps only on Shopify Plus stores. If your store isn’t on Plus, Checkout Buddy shows you what you can use: discounts, bundles and checkout rules, the Upsells tab for Product offers on your product and cart pages, and thank you page and customer account blocks, but no Fields or Content tab. Product offers reach product and cart pages through your theme, not checkout, which is why they don’t need Plus. Shopify Starter has no theme blocks and no thank you page or customer account app blocks, so Starter stores get the functions.

Development stores and Shopify Plus sandbox stores are treated like Plus stores, so you can build and test everything before going live.

The tour stops at each thing Checkout Buddy does, in the order the app lists them, with a real result each time: upsells and gifts, discounts, bundles, checkout fields, checkout content, checkout rules, the thank you page and customer accounts. To watch a volume discount and a Product offers block set up step by step, see the setup video.

Checkout Buddy’s menu in Shopify admin has Customizations, Analytics, Branding (Shopify Plus stores), Plans and Help. Clicking the app’s name opens Home, which has a setup guide for the first thing you want to add. Shopify Plus stores with checkout blocks made the older way before November 11, 2026 have App settings in place of Plans (on the Free plan, beside it): it holds Plans and Translations.

Blocks and functions are both called customizations in the app, and so are bundles, thank you page blocks and customer account blocks. You’ll find them on the Customizations page:

  • All, where the page opens, lists every customization.
  • A tab for each kind of thing you set up: Upsells (upsells and gifts), Discounts, Bundles, Fields (checkout fields), Content (checkout content), Checkout rules, Thank you (thank you page) and Customer accounts.
  • The Kind column says whether each one is a checkout block, a function, a bundle product, or a thank you page or customer account block, and for checkout blocks which app block shows it, such as Checkout · Content app block.
  • Create customization, on any tab, opens the Select customization page, where you pick what to add. From a tab it opens on that tab’s customizations, and from All on Upsells and gifts (Discounts if your store isn’t on Shopify Plus).

The Customizations page on All: tabs for All, Upsells, Discounts, Bundles, Fields, Content, Checkout rules, Thank you and Customer accounts, a search with Status, Type and Sort, and one list of every customization with its kind

The tiles at the top of Select customization are Upsells and gifts, Discounts, Bundles, Checkout fields, Checkout content, Checkout rules, Thank you page, Customer accounts, Templates and All, which holds every template and customization. Each one lists its customizations, then its templates; Templates has every template in one place. Without Shopify Plus, there’s no Checkout fields or Checkout content tile.

  • A label on each card says where it runs, such as Checkout or Function: click it to see only those. Checkout cards also name the app block to add in Shopify’s checkout editor, such as Content app block.
  • The search looks through the tile you’re on and lists matches from the rest below: searching templates also shows the customizations that match.

The Select customization page on Templates: the search, the ten tiles, the goal groups from Free gifts to More templates, and the Free gifts templates, each with Offer + Discount

  • Templates are ready-made setups, such as Free gift over a spend or Order minimum. Pick one and its page opens filled in, for you to change before saving. They’re grouped by goal: Free gifts, Upsells, Discounts, Rules and limits, Checkout fields, Checkout content, After purchase, Customer accounts and Wholesale.
  • A template card that shows a second part, such as + Discount or + Product page block, needs it to work. Product offers, Custom fields and the bundle templates (Quantity breaks, Mix and match: any 3 for $50, Buy the set, save 20%) walk you through it in a Set up in 2 steps card: save the first part, then add the second from there.
  • Recipes, marked Recipe in 2 steps or 3 steps, set up customizations that work together, such as Free shipping over an amount: a free shipping discount and a progress bar with the same amount. Without Shopify Plus, the picker leaves out the steps your store can’t have, and the recipes that need them. A steps card at the top of each page shows what’s done and opens the next part, filled in with the amounts or code from the parts before. It stays while the app is open; if you leave, add the remaining parts from their own templates.
  • Templates marked B2B are for wholesale buyers: company customers, or customers tagged wholesale. The Wholesale checkout recipe sets up a company order minimum, a PO number field and no card payments for companies. Without Shopify Plus, it has two steps: the order minimum and no card payments.

The buttons next to the search show the cards as big cards, compact cards (hover one to see its picture), tiles or a list. All starts with compact cards.

Checkout blocks Functions Blocks outside checkout
What they change What customers see and fill in Prices, discounts, and which options customers can choose What buyers see on product and cart pages, the thank you page and customer accounts
Setup Create it, then add its app block in the Checkout Editor Create it; it’s live when saved Create it, then add its block in Shopify’s theme editor (Product offers) or the checkout and accounts editor (thank you page, customer accounts)
Where they run In the customer’s browser On Shopify’s servers In the buyer’s browser
Conditions Content rules under Who sees it; blocks made before the Content block have over 120 conditions A shorter list of conditions per function Who sees it
Turn off Switch its Status to Draft (older blocks: disable it), or remove the app block in the Checkout Editor Disable or delete the function Switch its Status to Draft

Many setups combine the two. A free gift, for example, is a Product offer that adds the product plus a product discount function that makes it free.