Going live

Charm’s customer-account block is live the moment you install. The storefront surfaces are opt-in so you can launch on your schedule.

Turn on surfaces

Under Visibility, enable the surfaces you want:

Floating widget: the launcher on every storefront page.
Product-page points: “earn X points” on product pages.
Membership block: presents paid plans on product pages.
Customer account hub: the loyalty page inside Shopify customer accounts.
Checkout & thank-you: earn/redeem at and after checkout.

Each storefront block is a theme app block. Adding it in the theme editor is a one-time step. Charm auto-detects when a block is live and shows its status on the Visibility page.

The floating widget starts off on a new install, so nothing reaches your storefront until you enable it. You can place and style every block in the theme editor before launch: it previews your real staged program, not placeholders.

Use the setup guide

The Setup guide card on the Charm Dashboard (the launch center) is the short path to a live program: it tracks the preparation steps, reports live counts from your actual rules (not a snapshot taken during onboarding), and surfaces the strongest earn rules you’re missing as links straight into the editor. Nothing is written for you.

Launching sits in its own band at the foot of the card, Activate your loyalty program, rather than in the checklist, so the progress bar only measures preparation. Its Launch program button opens the launch page, where you switch the program on. If you set up only memberships or referrals, the band reads Go live and opens the Program page instead.

Want to run setup from the beginning? Open the three-dot menu at the top of the Setup guide card and choose Start setup again. It’s offered while no program is running and no customer has joined yet, even if you switched a program on for a moment during setup or reinstalled Charm. Finishing setup again replaces your ways to earn and rewards; if you’ve already built some, the confirmation tells you how many.

Verify it renders

After adding a block in the theme editor:

Open the storefront and confirm the block appears.
Log in as a test customer. The widget should show a real balance.
Place a test order and confirm points are awarded. Earning happens automatically once the order is paid.

If a block doesn’t appear or the widget never loads, re-add it in the theme editor and check the Visibility page; still stuck, email hello@appfleece.com.

Launch

Open the launch page from the dashboard. It shows whether Charm is on in your theme and which placements are live, lets you decide who hears about the launch (the welcome email for new accounts and a one-off announcement to existing members), turns VIP tiers on with a preview of who lands where, and holds the Launch program button.

Launch checklist

Earning rules and point value set
At least one redeemable reward customers can reach early
Floating widget + customer-account hub on
A test order earned points end-to-end
Lifecycle emails reviewed (or Klaviyo connected)
Launch announcement tested, if you’ll send one
Launch program clicked on the launch page

That’s it: the program is live.