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

# Walk through the Cartble onboarding wizard, step by step

> A step-by-step guide to all six onboarding screens—Blueprint, Identity, Regional, Checkout, Domain, and Ready—and what each setting controls.

The Cartble onboarding wizard runs once when you create your account and provisions your store with a single **Finish** action at the end. Each of the six steps collects settings that Cartble uses to configure your store's industry features, regional defaults, checkout behavior, and public URL. This page explains every screen so you know what to enter and why it matters.

<Note>
  You cannot re-run the onboarding wizard after your store is created. Most settings—language, currency, delivery types, and your store name—can be changed later from your store's settings dashboard. Your store slug (URL) cannot be changed after provisioning.
</Note>

## The six onboarding steps

<Steps>
  <Step title="Step 1: Blueprint — choose your industry">
    The Blueprint step determines your store's industry type, which controls which features are enabled, which checkout delivery options appear, and how your catalog is structured.

    Select one of the three industry types:

    <CardGroup cols={3}>
      <Card title="Retail" icon="shopping-bag">
        For stores selling physical or digital products. Enables inventory tracking, product variants, and retail-specific tax settings.
      </Card>

      <Card title="On-Demand" icon="utensils-crossed">
        For food or craft delivery businesses. Enables order prep time, order acceptance controls, and high-customizability options.
      </Card>

      <Card title="Booking" icon="calendar">
        For service providers and space rental businesses. Enables scheduling, buffer times, default session durations, and staff management.
      </Card>
    </CardGroup>

    ### Sub-strategy (On-Demand and Booking only)

    After selecting **On-Demand** or **Booking**, a second screen appears asking you to fine-tune your strategy:

    <Tabs>
      <Tab title="On-Demand sub-strategies">
        | Strategy        | Best for                                                                              |
        | --------------- | ------------------------------------------------------------------------------------- |
        | **Food-based**  | Restaurants, ghost kitchens, meal prep services. Enables order preparation workflows. |
        | **Craft-based** | Artisan goods, made-to-order products, custom crafts delivered on demand.             |
      </Tab>

      <Tab title="Booking sub-strategies">
        | Strategy          | Best for                                                                            |
        | ----------------- | ----------------------------------------------------------------------------------- |
        | **Service-based** | Salons, tutoring, consulting, fitness classes, or any appointment-driven service.   |
        | **Rental-based**  | Co-working spaces, sports courts, equipment rental, or any time-slot space booking. |
      </Tab>
    </Tabs>

    Your sub-strategy is stored as your store's `subType` and affects which specialized features are active. You cannot change your industry or sub-strategy after provisioning.
  </Step>

  <Step title="Step 2: Identity — name and brand color">
    Give your store a name and choose a primary brand color. These values set the public-facing identity of your store.

    * **Store name** — appears in your storefront header, customer emails, and your store profile. You can change this later in **Settings > Profile**.
    * **Primary color** — used as the accent color throughout your storefront theme. Enter a hex value or use the color picker. You can refine this later in the theme editor.
  </Step>

  <Step title="Step 3: Regional — language, currency, and address">
    Configure where your store operates and in which language and currency it runs.

    **Language** — choose between English (`en`) and Portuguese (`pt`). Your choice affects:

    * The language of the default category and sample resources Cartble creates for you
    * The default timezone (Portuguese → `America/Sao_Paulo`; English → `UTC`)
    * The measurement system (Portuguese → metric; English → imperial)

    **Currency** — choose between **USD** and **BRL**. This sets the currency code used for all product prices and orders.

    **Address** — enter your store's physical address (street, number, postal code, city, state, country). Cartble uses this to enable location-based features. The address fields are optional but recommended if your business has a physical presence.

    <Info>
      Language and currency can be updated later in **Settings > Regional**. The timezone and measurement system are derived from your language choice and update automatically if you change the language setting.
    </Info>
  </Step>

  <Step title="Step 4: Checkout — delivery and fulfillment types">
    Select the fulfillment methods your customers can choose at checkout. You must enable at least one option to continue.

    The available options depend on the industry you selected in Step 1:

    <Tabs>
      <Tab title="Retail">
        | Option                | Description                                    |
        | --------------------- | ---------------------------------------------- |
        | **Standard Delivery** | Ship orders to the customer's address.         |
        | **In-store Pickup**   | Let customers collect orders at your location. |
      </Tab>

      <Tab title="On-Demand">
        | Option               | Description                                        |
        | -------------------- | -------------------------------------------------- |
        | **Express Delivery** | Deliver orders directly to the customer.           |
        | **Curbside Pickup**  | Customer arrives and you bring the order out.      |
        | **Dine-In**          | Customer places an order at a table in your venue. |
      </Tab>

      <Tab title="Booking">
        | Option             | Description                                                   |
        | ------------------ | ------------------------------------------------------------- |
        | **On-site**        | The session or service takes place at your physical location. |
        | **Online Session** | The session takes place remotely (video call, phone, etc.).   |
      </Tab>
    </Tabs>

    You can enable multiple options. These settings are stored in your store's checkout configuration and can be updated later in **Settings > Checkout**.
  </Step>

  <Step title="Step 5: Domain — claim your store URL">
    Enter a slug to set your store's public web address. Your store will be accessible at:

    ```
    your-slug.mycartble.com
    ```

    **Slug requirements:**

    * Minimum 3 characters
    * Lowercase letters, numbers, and hyphens only (no spaces or special characters)
    * Must be unique across all Cartble stores

    <Warning>
      Your slug cannot be changed after you click **Finish**. If you later connect a custom domain, your `.mycartble.com` address continues to work alongside it, but the slug itself is permanent.
    </Warning>

    Click **Finish** to provision your store. Cartble validates the slug, creates your store document, sets up a default **General** category, registers you as the store admin, and adds three sample resources so your catalog isn't empty. After provisioning succeeds, you are automatically redirected to your store dashboard.
  </Step>

  <Step title="Step 6: Ready — your store is live">
    The final screen confirms that your store has been provisioned. Cartble redirects you to your store dashboard automatically after a brief moment.

    Your store is immediately live at `your-slug.mycartble.com`. Your 15-day trial begins now. During the trial you have full access to your store's features—no credit card is needed until the trial ends.

    <Tip>
      Your first task in the dashboard is to replace the sample resources with your real products, services, or listings. Head to **Catalog** to get started.
    </Tip>
  </Step>
</Steps>

## What Cartble creates for you

When you complete onboarding, Cartble automatically provisions the following alongside your store:

| Item             | Details                                                                         |
| ---------------- | ------------------------------------------------------------------------------- |
| Default category | A **General** category (or **Geral** in Portuguese) for organizing your catalog |
| Sample resources | Three placeholder listings so your storefront has content from day one          |
| Admin member     | Your account is added as the store's admin                                      |
| Theme config     | Your primary color is applied to the default theme                              |
| Trial period     | 15-day free trial with full feature access                                      |

## Next steps

After onboarding, set up the essentials before sharing your store link:

* [Add your real products or services](/store/catalog) — replace sample items with your actual catalog
* [Connect a payment method](/payments/overview) — configure Stripe or manual payments to accept orders
* [Customize your storefront](/storefront/themes) — choose a theme and configure your homepage layout