Recurring Orders Install Instructions

1. From "Shopify Admin", select Apps.

    

2. Select Visit Shopify App Store.

    

3. Enter Recurring Orders in the "Search Bar".

    

4. Select the Recurring Orders & Subscriptions by Bold app.

    

5. Select Get.

    

6. Select Install app.

    

7. Select Approve charge.

    

Note: If any of these files or code already exists, you can skip the step.

1. Duplicate themes, to create a backup copy.
2. From "Shopify Admin", select Online Store.

    

3. Select Actions.

    

4. Select Edit code.

    

5. Under "Snippets", find these five files:
   • bold-common.liquid
   • bold-cart.liquid
   • bold-cart-item.liquid
   • bold-ro-init.liquid
   • bold-variant.liquid

    

6. For any that don't exist:
   1. Select Add a new snippet.

       

   2. Enter the correct snippet name.

       

   3. Select Create snippet.

       

   4. Copy and paste the code found in each of these links into their respective files:
      • bold-common.liquid
      • bold-cart.liquid
      • bold-cart-item.liquid
      • bold-ro-init.liquid
      • bold-variant.liquid

       

   5. Select Save.

       

   6. Repeat steps 6a – d for each missing snippet file.

Note: If any of this code already exists, you can skip the step.

1. From "Shopify Admin", select Online Store.

    

2. Select Actions.

    

3. Select Edit code.

    

4. Under "Layout", select theme.liquid.

    

5. Copy and paste this code directly above the </head> tag:

   {% include 'bold-common' %}
   {% include 'bold-ro-init' %}

    

6. Select Save.

    

Note: This step explains how to add the "Manage Subscriptions" page link to the customer’s account details page. Without this link being inserted into an obvious area subscribers may find it difficult to locate where to manage their subscription. We recommend inserting this link in this location, though other locations can be utilized as well - like in your main navigation bar. 

1. From "Shopify Admin", select Online Store.

    

2. Select Actions.

    

3. Select Edit code.

    

4. Under "Templates", select customers/account.liquid.

   

5. Under the line:

   {% customer.name %}

   or:

   {{ customer.name }}

   copy and paste this code:

   <p><a href="/tools/checkout/front_end/login" class="text-link">Manage Subscription</a></p>

    

6. Select Save.

    

1. From "Shopify Admin", select Online Store.

    

2. Select Actions.

    

3. Select Edit code.

    

4. Under "Templates", select product.liquid.

    

5. Add this code where you want the widget to display (optional):

   <div class="ro_widget"></div>

   Note: This step controls where the Recurring Orders widget will appear.  This step is optional, the app will try to automatically place the widget if this step is not done manually.

   

6. Find the add to cart input or button and add the class addtocart. if there's no class already you'll need to create one. Your code should look something like this:

   <input class="btn addtocart" name="add" type="submit" value="Add to Cart"/>

   or:

   <button type="submit" class="btn addtocart" name="add" type="submit">Add to Cart</button>

    

7. Select Save.

    

Note: If any of this code already exists, you can skip the step.

1. From "Shopify Admin", select Online Store.

    

2. Select Actions.

    

3. Select Edit code.

    

4. Under "Templates", select cart.liquid.

   Note: If your theme contains sections, you may have to look for this code under "Sections" in cart-template.liquid instead.

   

5. On the first line add:

   {% include 'bold-cart' %}

    

6. Find:

   {% for item in cart.items %}

   and add this code directly after:

   {% include 'bold-cart-item' with item %}

    

7. Replace the properties loop in your cart with this code:

   Note: This step will ensure the properties set by Recurring Orders do not get printed in a simple "field: value" format and will instead print the full recurring description as well as any remaining properties set on the line item.  If your theme does not include a properties display loop, add the code where you would like the recurring description to display, usually immediately after the product title is a good place.

   {{ bold_item_properties }}
   {{ bold_recurring_desc }}

    

8. Replace any instances of:

   item.price

   with:

   bold_item_price

    

9. Replace any instances of:

   item.line_price

   with:

   bold_item_line_price

    

10. Replace any instances of:

    cart.total_price

    with:

    bold_cart_total_price

    Note: Some themes also show the total price somewhere in the theme's header. If the cart total price is shown in the header as well, add {% include 'bold-cart' %} at the beginning of the file that prints the price, then change cart.total_price to bold_cart_total_price

     

11. Add:

    {{ bold_remove_class }}

    to all remove buttons in the cart page, it should look like this:

    <a href="/cart/change?line={{ forloop.index }}&quantity=0" class="btn btn--small btn--secondary cart__remove {{ bold_remove_class }}">{{ 'cart.general.remove' | t }}</a>

     

12. Add:

    {{ bold_ro_cart }}

    where you want the recurring cart widget to be displayed.

    Note: This is generally placed directly above the checkout button.

     

13. Select Save.

     

Note: If any of this code already exists, you can skip the step.

1. From "Shopify Admin", select Online Store.

    

2. Select Actions.

    

3. Select Edit code.

    

4. Under "Templates", select cart.liquid.

   Note: If your theme contains sections, you may have to look for this code under "Sections" in cart-template.liquid instead.

   

5. Find this code:

   {% if additional_checkout_buttons %}
   <div class="additional-checkout-buttons">
   {{ content_for_additional_checkout_buttons }}
   </div>
   {% endif %}

   and change it to this:

   {% if additional_checkout_buttons and show_paypal %}
   <div class="additional-checkout-buttons">
   {{ content_for_additional_checkout_buttons }}
   </div>
   {% endif %}

    

6. Select Save.