Getting started & setting up

Install Cloudshelf, build your first Cloudshelf and set up your devices.

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Who is Cloudshelf for?
Who Cloudshelf is for and the in-store problems it solves: limited space, stock gaps, pop-ups and busy staff.
Welcome & introduction
who is cloudshelf for retailers ecommerce physical store endless aisle omnichannel pop-up out of stock self-service shopify salesforce magento
Video: introduction to Cloudshelf
A short video from Cloudshelf's founder on why we built Cloudshelf and our mission for the high street.
Welcome & introduction
introduction intro video about cloudshelf founder mission high street independent retailers why
Create and configure your custom checkout
Set up a custom checkout flow, fulfilment methods, Viva card payments and a payment terminal, without writing code.
Welcome & introduction
custom checkout viva card payment terminal tap to pay fulfilment fulfillment delivery in-store collection pick up and go checkout flow terminal id
Cloudshelf's add-to-cart process
How the basket and checkout work with Shopify POS, QR checkout and other checkout flows.
Welcome & introduction
cart basket add to cart checkout shopify pos qr checkout draft order storefront cart sales channel manual payment basket value
Cloudshelf features for customising the experience
Everything you can customise: branding, categories, product grid, content, stock, filters, screen format, checkout and add-ons.
Customising your Cloudshelf
customise customize features branding theme product grid tiles filters checkout accessories add-ons barcode scanner receipt printer weglot translations product customizer booking display mode
Get started: adjust the theme to your brand
Set your brand colours, fonts and corner shapes so every Cloudshelf matches your store.
Customising your Cloudshelf
theme branding brand colours colors fonts typography shapes rounded square corners look and feel style
Get started: home page categories
Image sizes and best practice for your home screen, plus how to upload category images, resize tiles, add your logo and hide the frame.
Customising your Cloudshelf
home page home screen categories category images product group images tile size logo upload frame image resolution 1080 portrait landscape lifestyle images
Get started: product tile customisation
Choose image anchoring, tile shapes (wide, tall, hero, mixed) and tile size so your product grid suits your products.
Customising your Cloudshelf
product tiles product grid anchor tiles hero tiles wide tall mixed zoom to fill image anchoring tile size customise
Get started: choose what type of stock to include
Set whether your Cloudshelf shows available stock, products available to order and sold-out products.
Customising your Cloudshelf
stock settings inventory available stock sold out out of stock pre-order on order stock levels
How to add a plain screen banner to your Cloudshelf
Step-by-step screenshots for creating a plain screen banner in the Cloudshelf app.
Customising your Cloudshelf
banner screen banner plain banner promotion full screen banner text banner create banner
How to add a custom screen banner to your Cloudshelf
Step-by-step screenshots for uploading your own banner image as a full-screen banner on your Cloudshelf.
Customising your Cloudshelf
custom banner screen banner image banner upload banner promotion full screen image existing artwork
Product Options Customizer
The two Shopify settings you need so Product Options Customizer price modifiers work on your Cloudshelf.
Customising your Cloudshelf
product options customizer customiser price modifier item customizations personalisation engraving add name shopify app sales channel collection
How to configure Shopify POS with your Cloudshelf kiosk
Let shoppers send their basket from the kiosk to your Shopify POS, so staff at the till can find and complete the order.
Customising your Cloudshelf
shopify pos shopifypos point of sale till checkout send basket to till draft order configure checkout staff
How to optimise your Cloudshelf attract loop
Set up the attract loop slideshow of collection images, banners and your home screen to draw shoppers to the kiosk.
Customising your Cloudshelf
attract loop slideshow screensaver idle screen animation rotate images banners attract shoppers
How to format your product data for Cloudshelf
No live platform connection? Send your catalogue as a JSON or CSV file in our template and we'll build your Cloudshelf from it.
Customising your Cloudshelf
product data import file csv json template catalogue export cloudshelf connector no integration pilot other platform
Select which content appears on each Cloudshelf
Choose product groups, smart tiles, banner pages, call to action, product page fields and display mode settings for each Cloudshelf.
Creating & updating a Cloudshelf
content product groups smart tiles banner pages call to action cta product page pdp fields metafields display mode interactive mode create cloudshelf configure
Tips on creating an effective Cloudshelf
Best-practice set-up for a Cloudshelf, with real examples from fashion, homeware, kids, shoes and electronics stores.
Creating & updating a Cloudshelf
tips best practice effective cloudshelf set up call to action collections filters examples use cases range discovery fit placement screen location
Video tutorial: how to create a Cloudshelf
A quick video on creating your first Cloudshelf: collections, imagery, stock, call to action, basket, product page and search.
Creating & updating a Cloudshelf
video tutorial create cloudshelf first cloudshelf demo walkthrough home screen collections banners stock cta basket comparison tables pdp search
Mistakes to avoid when selecting collections for your Cloudshelf
Three common collection mistakes (everything on one Cloudshelf, too few or too many collections) and what to do instead.
Creating & updating a Cloudshelf
collections mistakes avoid how many collections top level collections too many too few whole range call to action
Filter management: make searching simple for your customers
Order, rename and hide filters so shoppers find products quickly.
Creating & updating a Cloudshelf
filters filter management order filters rename filters hide filters size order vendor brand product type search
How to update pricing and product information
Update prices, stock, images and sizes in Shopify and they show on your Cloudshelf within a few minutes.
Creating & updating a Cloudshelf
update pricing prices product information stock images sizes shopify sync change products
Adding a new collection to your website and Cloudshelf
Add a new Shopify collection to your Cloudshelf, or create one just for Cloudshelf.
Creating & updating a Cloudshelf
add collection new collection create collection shopify collections cloudshelf app select collection
I just launched a sale: how do I add this collection to my Cloudshelf?
Three quick steps to add your sale collection to your Cloudshelf and move it to the top.
Creating & updating a Cloudshelf
sale collection promotion add collection move to top reorder collections new sale
Tips for a call to action (CTA) on your Cloudshelf
How to write a short call to action that tells shoppers what your Cloudshelf is for, with examples.
Creating & updating a Cloudshelf
call to action cta home screen text headline discover find explore examples wording
How to create a Cloudshelf in Display mode
Step-by-step screenshots for creating a Display mode Cloudshelf for non-touch digital signage.
Creating & updating a Cloudshelf
display mode digital signage non-touch screen create cloudshelf display tv screen slideshow
How to add your Shopify metafields to your Cloudshelf display
Use your Shopify metafields as extra filters and show them in the product details on your Cloudshelf.
Creating & updating a Cloudshelf
shopify metafields meta fields custom fields filters product details pdp specifications attributes
How to create a collection only available on your Cloudshelf display
Create a Shopify collection that shoppers can only see on your Cloudshelf, not on your website.
Creating & updating a Cloudshelf
collection cloudshelf only hidden collection not on website sales channel exclusive in-store collection shopify create collection
How to change your product image layout
Step-by-step screenshots for changing how product images are laid out on your Cloudshelf.
Creating & updating a Cloudshelf
product images image layout product page pdp images gallery change layout edit cloudshelf
How to activate Online Search on your Cloudshelf kiosks
Turn on Online Search so staff and shoppers can find any product on your website, even if it isn't in a product group.
Creating & updating a Cloudshelf
online search search bar find product website search activate search kiosk search any product
How to create your AI-generated buyer guide
Set up an AI buyer guide that asks shoppers a few questions and recommends the right product from a specialist range.
Creating & updating a Cloudshelf
buyer guide buyers guide quiz ai buyer guide product finder recommendation questionnaire help me choose specialist technical range
How to create Super Groups on your Cloudshelves
Use Super Groups to break a range into clear categories so shoppers can drill down instead of scrolling a long list.
Creating & updating a Cloudshelf
super groups supergroups enhanced navigation large collections categories sub-categories drill down browse structure catalogue
Video: setting up a new device
A 2-minute video on turning any touch screen into a Cloudshelf display and pairing it.
Installation & device management
pair device pairing code device.cloudshelf.ai setup video tablet touch screen home screen app
Recommended device specifications
The minimum and recommended OS, browser, processor, screen and memory for Cloudshelf devices.
Installation & device management
device spec requirements hardware android chromeos ios windows chrome safari processor ram screen size nfc payment
Where can I buy screens for my Cloudshelf displays?
The four ways to source screens for Cloudshelf, from a tablet you already own to fully managed professional displays, with costs.
Installation & device management
buy screens purchase screens hardware tablets ipad android touch screen kiosk elo advantech trison ids hmy stands cost price supplier
How to put your iPad into kiosk mode
Use Guided Access to lock an iPad to the Cloudshelf app, and how to start and stop it.
Installation & device management
ipad kiosk mode guided access guided mode lock ipad single app ios apple passcode auto-lock
How to pin your Cloudshelf app to the screen
Three steps to pin (and unpin) the Cloudshelf app on an Android or Samsung device so it stays on screen.
Installation & device management
pin app screen pinning android samsung lock app unpin device pin kiosk
Setting up your Cloudshelf device on a managed network
Add Cloudshelf to devices run by your device management (CMS/MDM) software and pair them with a 6-digit code.
Installation & device management
managed network cms mdm device management software device.cloudshelf.ai pairing code pair device home screen corporate network
How to install the Cloudshelf app on your Shopify store
Install Cloudshelf from the Shopify App Store in three steps, with a short video.
Installation & device management
install app shopify app store add cloudshelf sales channel installation get started setup
How to pin the Cloudshelf app to your Shopify admin
Pin Cloudshelf in your Shopify admin sidebar so it's one click away whenever you need to change your Cloudshelves.
Installation & device management
pin app shopify admin sidebar sales channels shortcut find cloudshelf app
How to add Cloudshelf to Salesforce B2C Commerce Cloud
A video walkthrough and the three links you need to connect Cloudshelf to Salesforce B2C Commerce Cloud.
Installation & device management
salesforce b2c commerce cloud sfcc cartridge appexchange connector integration cloudshelf manager install
How to set up your Cloudshelf kiosk with Esper MDM
Use Esper's device management to lock a kiosk to Cloudshelf during opening hours so shoppers can't exit the app.
Installation & device management
esper mdm device management lock down kiosk mode android cloudshelf player app remote management provisioning
Cloudshelf payment solutions
The ways shoppers can pay on a Cloudshelf kiosk (QR mobile checkout, Viva, Stripe, NFC devices, Shopify POS) and the recommended terminals.
Installation & device management
payment card payment nfc tap to pay viva stripe shopify pos qr code mobile checkout terminal pax sunmi wisepos s700 m2 elo pay oona
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