Prerequisites
Everything you need to have in place before installing and configuring Angle.
Before setting up Angle, confirm each of these requirements is met. Skipping any of them will cause the program to not work correctly.
Required for All Plans
| Requirement | Where to Enable | Notes |
|---|---|---|
| Shopify store | — | Any plan. Plus required for Checkout Extension. |
| New Customer Accounts | Admin → Settings → Customer accounts | Must be the new Customer Accounts — not Legacy. Legacy Customer Accounts do not support app blocks. |
| Store Credit enabled | Admin → Settings → Payments → Store credit | Angle's entire reward system runs on native Shopify store credit. This must be turned on. |
Required for Specific Features
| Feature | Requirement |
|---|---|
| Checkout Extension | Shopify Plus with Checkout Extensibility enabled. Contact Shopify support if Checkout Extensibility isn't visible on your Plus store. |
| POS Integration | Shopify POS subscription with camera-equipped hardware for QR scanning. |
| Klaviyo Flows | Active Klaviyo account. Connect via Angle → Integrations → Connect Klaviyo. |
| Receipt Capture | Klaviyo account with two-way SMS enabled and a dedicated SMS number. |
| Subscription Loyalty | Awtomic or another subscription app integrated with Shopify Flow. |
| Return Credit Integration | Loop Returns, configured to issue store credit as the return option. |
Shopify Plan Reference
| Feature | Basic / Shopify / Advanced | Shopify Plus |
|---|---|---|
| Memberships & tiers | ✓ | ✓ |
| Cashback rewards | ✓ | ✓ |
| Referrals | ✓ | ✓ |
| Wallet passes | ✓ | ✓ |
| Customer Account Extension | ✓ | ✓ |
| POS integration | ✓ | ✓ |
| Klaviyo integration | ✓ | ✓ |
| Checkout Extension | ✗ | ✓ |
| Checkout Extensibility | ✗ | ✓ (must be enabled) |
Theme Requirements
The Customer Account Extension requires an Online Store 2.0 theme that supports app blocks. Most modern Shopify themes (Dawn, Debut 2.0, and paid themes from 2021 onward) are OS 2.0 compatible.
To check: In the Shopify Theme Editor, if you can click "Add block" on a Customer Account page, your theme supports app blocks.
Staff Training
Before activating, ensure your staff understand:
- How to use the Angle POS extension to scan wallet pass QR codes
- That store credit is applied like a gift card at checkout (not a discount code)
- How to use the "Add Receipt" function in customer profiles for receipt capture
- Common customer questions: credit balance, tier status, wallet pass download
Test Customer Setup
Before going live, set up a test customer account with:
- An email address you can access
- A small purchase on the store to verify cashback
This lets you test the full flow: earn cashback → see pending balance → balance becomes available → apply at checkout → download wallet pass.