> For the complete documentation index, see [llms.txt](https://docs.optis.me/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.optis.me/product-options/getting-started/quickstart.md).

# Quickstart

This guide will help you set up OPTIS quickly and start adding custom options to your products.

## 1. Enable OPTIS Options on your theme

1. On the **Dashboard**, in the **Setup guide**, click **Add to theme** (step **Activate OPTIS Product Options**):

<figure><img src="https://1821185975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRFiuDpHWm2HwzxPH4lfM%2Fuploads%2FfODubGCV4HNB8myeQgAb%2Fadd%20to%20theme.png?alt=media&amp;token=3f5f19b3-1598-47bb-92e3-1bbbd426a543" alt=""><figcaption></figcaption></figure>

2. On the **Theme Customize** page, click **Save** to finish enabling the **App Embed**.

<figure><img src="https://1821185975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRFiuDpHWm2HwzxPH4lfM%2Fuploads%2FYCtnp7rTIw6FHTjsNCkM%2FScreenshot%20-%202026-01-12T112958.040.png?alt=media&amp;token=1ba0858c-ce19-4060-a58a-a59c0ffccd88" alt=""><figcaption></figcaption></figure>

3. Back in the app, click **Add app block** (step **Add OPTIS Product Options to your products**) to add the OPTIS Product Options block to your product page, then save the theme.

If the app embed is off, the Dashboard shows **Unable to display OPTIS options on your live store**. Click **Go to theme editor**, turn it on and save. See [Dashboard and setup guide](broken://pages/bW5qahIfrBDsWuWUp7z2).

## 2. Create an option set

We have a quick 2-minute video to help you create an option set + assign it to products:

{% embed url="<https://www.youtube.com/watch?t=&v=D2iqYn6wZDw>" %}

1. Go to **Option sets** and click **Create option set**, then choose **Create from scratch** (or **Use template** to start from a ready-made option set).
2. In **1. Add options**, click **Add option**, tick the option types you need (for example **Text box**, **Dropdown menu** or **Swatch**) and click **Add options**.
3. Click an option to set its label, values and settings. The **Preview** on the right shows how it looks.
4. Give the option set a name and make sure its status is **Live**.

Learn more: [Manage option sets](/product-options/getting-started/manage-option-sets.md), [Use option set templates](/product-options/getting-started/use-option-set-templates.md) and the [20 option types](/product-options/20-option-types/text-input.md).

## 3. Apply option set to products

1. Go to **Option sets** and click the option set you want to apply to products:

<figure><img src="https://1821185975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRFiuDpHWm2HwzxPH4lfM%2Fuploads%2FMeWrxFlJ9gS5UVGTneeY%2Fedit%20option%20set.png?alt=media&amp;token=bee55d5e-067c-4cf4-8c49-155ad0523f9a" alt=""><figcaption></figcaption></figure>

2. Open **2. Select products**, choose **Specific products** under **Apply option set to**, pick the products and click **Save**:

<figure><img src="https://1821185975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRFiuDpHWm2HwzxPH4lfM%2Fuploads%2FjzE3NrKBU99t4AquRAEy%2Fapply%20to%20product.png?alt=media&amp;token=b0ec45b4-4396-4373-ae90-0494039e2e15" alt=""><figcaption></figcaption></figure>

Open one of the products on your store to check that the options show. If they do not, see [What to do if OPTIS Options aren’t showing on product pages?](/product-options/getting-started/what-to-do-if-optis-options-arent-showing-on-product-pages.md)

## Next steps

* [Assign an option set to products and customers](/product-options/getting-started/assign-option-sets-to-products-and-customers.md) - collections, tags, variants, exclusions and priority
* [Plans and feature availability](/product-options/getting-started/plans-and-features.md)
* [Settings overview](/product-options/customize-design/settings-overview.md) - match the options to your theme