Install & connect

Charm installs like any Shopify app — one click from the App Store, then a short guided onboarding.

Install

1. Open the Charm listing and click Add app.
2. Approve the requested access scopes (see below).
3. Charm opens its onboarding wizard. It scans recent orders and products to suggest a starting program — you can accept or customize.

It reads a few store signals — currency, recent paid orders, and catalog — to choose a sensible starting draft you can tune before launch:

• Stores with order history — Charm reads your recent paid orders (average order value, currency, order frequency) and sizes the points-per-spend rate and reward thresholds to your real economics, so the draft matches how customers already buy.
• Brand-new stores — with too few paid orders to learn from, Charm shows a “Fresh store? No problem” note and starts with a Balanced draft based on your currency. As orders come in, that data can guide stronger recommendations later.

Either way, nothing is locked in — you can adjust points, rewards, emails, and widget styling before launch.

Charm's onboarding reading store signals to choose a sensible starting loyalty draft

Access scopes

Charm requests only the scopes it needs to run loyalty natively:

Scope	Why
read_customers, write_customers	Read customer accounts; tag and segment members
read_customer_merge	Keep loyalty balances correct when two customer profiles are merged
read_orders, write_order_edits	Award points on orders, detect refunds/cancellations, add a reward line to an order
read_reports	Attribute store revenue to members in Analytics
read_products, write_products, write_purchase_options	Product/variant targeting, membership selling plans
read_discounts, write_discounts	Mint redemption discount codes
read_store_credit_accounts, read_store_credit_account_transactions, write_store_credit_account_transactions	Store-credit cashback and credit rewards
read_themes, read_checkout_and_accounts_configurations	Detect which storefront, checkout, and customer-account surfaces are live
read_locales, read_markets, read_online_store_pages, read_online_store_navigation	Localized copy and correct storefront links across Shopify Markets
read_legal_policies	Link your store’s terms and privacy policy from the program’s join step
write_files	Upload reward and program images to your Shopify Files

After install

• Customer accounts — Charm renders a native loyalty block in the Shopify customer account; no theme work required.
• Storefront widget — off by default. Turn it on under Visibility when you’re ready (see Going live).
• Data migration — moving from another app? See the importer under Settings → Data migration (there’s a built-in Rivo preset with a dry-run and revert).

Next: Your first program →