# Setup

### Prerequisites

* Draft Order Magic installed
* Customer Accounts 2.0 enabled (Settings → Customer accounts)
* Theme supports customer account customization

{% hint style="info" %}
Customer Accounts 2.0 is required. Classic customer accounts don't support app extensions.
{% endhint %}

### Setup steps

1. Go to **Online Store → Themes**
2. Click **Customize** on your active theme
3. Click page selector at top
4. Find **Customer accounts** section
5. Choose where to add draft orders (Order index, Profile, or Order status)

### Add draft order block

**On Order index page:**

1. Select **Order index** template
2. Click **Add block** → **Apps**
3. Select **Customer Draft Orders**
4. Position near orders list

**On Profile page:**

1. Select **Profile** template
2. Click **Add block** → **Apps**
3. Select **Customer Draft Orders**

### Add full page (optional)

1. Click **Add section** or template selector
2. Look for **Customer account pages**
3. Find and add **Customer Draft Orders Page**

#### Add to navigation menu

1. Go to **Online Store → Navigation**
2. Find **Customer account menu**
3. Add link to the Draft Orders page
4. Save menu

### Configure settings

Click on the draft order block/page to see settings:

#### General settings

**Heading** - Customize title (default: "Draft Orders")

**Introductory text** - Optional description (1-2 sentences)

**Empty state text** - Shown when customer has no draft orders

**Pay button label** - Default: "Pay now"

#### Visibility settings

**Tag filtering** - Only show draft orders with specific tags

**Hide when empty** - Toggle to hide section if customer has no draft orders (recommended: ON)

#### Styling

Some themes allow text color, background color, button style, and spacing customization.

### Save and test

1. Click **Save** in theme customizer
2. **Publish** theme changes
3. Test the customer experience:
   * Create a draft order
   * Assign it to a test customer
   * Log in as that customer
   * Verify draft order appears correctly
   * Test "Pay now" button

### Troubleshooting

#### Can't find customer account templates

* Verify Customer Accounts 2.0 is enabled (Settings → Customer accounts)
* Check theme supports new customer accounts
* Update theme if outdated

#### Draft Order Magic extensions not listed

* Verify Draft Order Magic is installed
* Check app is not paused
* Refresh theme customizer
* Try different browser

#### Block added but not showing for customers

* Verify you clicked **Save** and **Published** theme
* Confirm customer is logged in
* Verify customer has draft orders assigned
* Check tag filtering settings
* Ensure draft orders are "open" status

#### Full page not in navigation

* Add link to customer account navigation menu (Online Store → Navigation)
* Verify menu includes the new page
* Refresh customer account


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://responsive-media.gitbook.io/draft-order-magic/customer-accounts/setup.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.