Installing the app and choosing a plan

Install the app, approve its permissions, and pick the plan that covers the rules you need.

Install from the Shopify App Store, or from the install link your Codebeans contact gave you. Shopify will ask you to approve the app’s access:

• Read markets — so rules can target Shopify Markets
• Read and write payment customizations — so rules can act on checkout

Approve, and the app opens on its Home page. Nothing is live yet — a fresh install has no rules.

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Choosing a plan

Rule types are gated by plan. The Create Payment Customizations dialog shows a badge on every entry so you can see what is included before you start building.

Badge	What it unlocks
Free	Simple customizations — one condition, hide, sort or rename payment methods.
Basic	All four Payments Organizers — country, Shopify Market, customer tag and customer company.
Advanced	Advanced customizations — multiple conditions, sub-conditions, alternate function inputs.
Ultimate	Everything in Advanced. No Ultimate-only rule type has shipped yet.

Each plan includes everything below it, so Advanced covers the Organizers and the simple rules as well.

Every level of the create dialog repeats this panel at the bottom, so the plan requirements are in front of you wherever you are in the chooser.

If a rule type needs a higher plan, the dialog links straight to the plan page. You can build on Free indefinitely; upgrading unlocks rule types, it does not change rules you have already saved.

Three entries — Express Checkout Buttons, Store customization, and Predefined Settings for Payment Gateways — are marked Coming soon. They appear in the dialog but are not selectable yet.

Next: Understanding the Home page.