Settings & Configuration
Configuring your store: store details, taxes, shipping, checkout, tracking, security, integrations, and service hours.
35 guides
35 of 35
All guides
35- Adding custom fieldsSet up custom fields on products, orders, customers and other areas, choose a field type and rules, and decide whether shoppers can see the value.Video4 min
- Closing your storeWhat to do before you close, how to schedule or confirm a closure from the Danger Zone tab, and how to reactivate before the close date.Video3 min
- Controlling storefront searchSet how storefront search matches, which fields it reads, what it hides, and who can see which products in results.4 min
- Customising checkout and adding trackingPick your checkout layout and brand colours, connect analytics pixels such as Google Analytics, and add your own tracking scripts.Video5 min
- Customising your checkoutPick the 3-step or single page checkout flow and set the four brand colours, then save. Reset to defaults puts checkout back to the storefront palette.Video3 min
- Editing your customer email templatesChange the subject line and content of the emails your store sends, add variables, preview on desktop and mobile, and send yourself a test.Video4 min
- Getting started with SettingsA map of every settings area in Orbit, grouped the way the Settings page groups them, with a link to the guide for each one.2 min
- Handling tax overrides and exemptionsCover a new region with a tax zone, add reduced or zero-rate classes and rates, and mark customers who do not pay tax as tax-exempt. Your VAT number does not decide where tax is charged.3 min
- Inviting and managing team membersInvite people to your Orbit dashboard, pick their role, resend or cancel an invitation, and remove access when someone leaves.Video4 min
- Managing your account and preferencesUpdate your name, photo and email address, and set your language, theme, start page and help tips. These settings apply to you, not the store.3 min
- Managing your Nebula AI usage and add-onsCheck how much of your AI allowance you have used, upgrade your store plan, and add or cancel a Scale AI add-on for more capacity.3 min
- Referring a friend to OrbitShare your referral link, give a friend 20% off their first month, and earn 50% off a month on your own bill, up to 12 times a year.2 min
- Securing your account and checking the activity logChange your password, find the passkey and two-factor cards, and use the Activity Log to see who changed what in your store over the last 180 days.Video4 min
- Selling in multiple currenciesAdd a currency, switch it on or off, and choose whether Orbit keeps its exchange rate up to date or you set the rate yourself.Video4 min
- Setting units, timezone and localeSet your store timezone and weight and dimension units on the General tab of Store Settings, and pick your own dashboard language and formats.3 min
- Setting up abandoned cart recoverySet the wait time, subject line and discount code for automatic recovery emails, then turn them on and track what they bring back.Video3 min
- Setting up email and SMS notificationsSet your sender name and address, verify your domain so emails come from you, choose who gets store alerts, and switch on SMS.Video5 min
- Setting up order numberingChoose sequential or date-based order numbers, add a prefix or suffix, and set the number your next order will use.2 min
- Setting up payment methodsConnect Orbit Payments for cards, wallets and buy now pay later, and set up bank transfer, cash on delivery, cheque or a custom method.Video4 min
- Setting up SEO for your storeSet your homepage meta title, description and sharing image, choose an alt text template for product images, edit robots.txt, and submit your sitemap to search engines.Video6 min
- Setting up taxesTurn tax on, say whether your prices include VAT, add your VAT number for invoices, and use Quick Setup to create the UK, EU, US, Canada or Australia zones and rates.Video5 min
- Setting up two-factor authentication and passkeysAdd a passkey, turn on an authenticator app or SMS codes, save your backup codes, and manage the browsers you have trusted on the Security Settings page.Video4 min
- Setting up your domainChange your Orbit subdomain, buy a domain, or connect one you already own by adding DNS records and verifying them. Then pick your primary domain.Video5 min
- Setting up your store detailsAdd your store name, logo, contact details and business address, then set order numbering, timezone and units. Save the right country before you connect Orbit Payments.Video4 min
- Setting what a team member can doLearn what the premade roles cover, build a custom role, change a member's role, and grant or withhold single permissions for one person.Video4 min
- Setting your return window and return reasonsSet how many days customers have to request a return, auto-approve small returns, and add, edit or disable the reasons they can pick.Video4 min
- Setting your service hoursChoose which days and times customers can book your services, set the timezone Orbit reads them in, and learn how the storefront uses the hours.3 min
- Signing in with Google or MicrosoftUse a Google or Microsoft account to sign in to your Orbit dashboard, and connect or disconnect those accounts on the Security Settings page.4 min
- Transferring your store to a new owner or an agencySend a store to a new owner by email, cancel a pending transfer, or hand the store to an agency that covers your plan, all from the Transfer Store page.Video4 min
- Understanding and changing your planSee what your Orbit plan costs and covers, watch your usage against its limits, move to another plan, keep your card up to date, and cancel or uncancel.Video6 min
- Using the email template editorEdit a customer email visually or in HTML, insert merge variables, preview it on desktop and mobile, and send yourself a test before you save.Video3 min
- Using the notification centreRead the bell, open the full notifications list, filter by Orders, Payments, Returns and more, mark notifications as read and delete the ones you have dealt with.4 min
- What changes when you upgrade or downgradeSee which plan includes each feature, what happens to your records when you move down a plan, and the staff account and storage limits on Solo, Team, Pro and Enterprise.5 min
- Which emails your customers receive and whenA map of every email Orbit sends your customer, grouped by account, order, shipping, returns, subscriptions, digital products, gift cards and quotes, with what you can change.Video5 min
- Writing your store policiesWrite your refund, privacy, terms, shipping, cookie and acceptable use policies from a template or with Nebula AI. Saved policies are not shown on the storefront yet.Video5 min