Getting started

Install ShapeOption, then follow the walkthrough below to put a priced option on a product page. No code and no theme changes are needed.

On this page

RequirementsInstall the free pluginInstall ProMoving from free to ProYour first option groupThe admin menu

Requirements

SoftwareMinimum version
WordPress6.2
PHP7.4
WooCommerce8.0, installed and active

Good to know

ShapeOption is a WooCommerce extension. If WooCommerce is not active, WordPress will not activate ShapeOption and shows a notice asking you to activate WooCommerce first.

Install the free plugin FREE

1

Open the plugin installer

In your dashboard go to Plugins › Add New Plugin.
2

Find ShapeOptions

Search for ShapeOptions, then click Install Now.
3

Activate

Click Activate. A new ShapeOptions menu appears in the admin sidebar and its Dashboard opens.

Install ShapeOption Pro PRO

1

Download the zip

Download shapeoption-for-woocommerce.zip from your purchase. Do not unzip it.
2

Upload it

Go to Plugins › Add New Plugin, click Upload Plugin, choose the zip file and click Install Now.
3

Activate

Click Activate Plugin. The ShapeOption menu appears and the ShapeOption Dashboard opens on the first activation.
WordPress Upload Plugin screen
Plugins › Add New Plugin › Upload Plugin. (1) Choose the zip file, then click Install Now.

Tip

Pro is a complete, standalone plugin. You can install it on a site that never had the free plugin.

Moving from free to Pro

The free plugin and Pro keep their option groups apart. Groups you built in the free plugin are not copied into Pro automatically, and an export file from the free plugin cannot be imported into Pro.

1

Install and activate Pro

Keep the free plugin active for now, so your products keep showing their options.
2

Rebuild your groups in Pro

Create each group again under ShapeOption › Add New Option Group, or start from a template under ShapeOption › Templates.
3

Switch off the free plugin

Once every group is published in Pro, deactivate and delete ShapeOptions. While both are active, each plugin shows its own groups, so a group that exists in both would appear twice.

Your first option group

This walkthrough adds a paid “Gift wrap” checkbox and a free “Gift message” box to every product.

1

Start a new group

Go to ShapeOption › Add New Option Group. Type a name at the top, for example Gift options. Only you see this name.
A new option group with its name typed in
(1) The group name, seen only in the admin. (2) + Add element opens the field picker.
2

Add a checkbox

Click + Add element, then choose Checkbox.
The Add element field picker
(1) Search, or pick a tab to filter the list. (2) Click a field type to add it.
3

Set the label and price

In the card that opens, set the Label to Add gift wrap and the Price to 5.
A checkbox field card with label and price filled in
(1) The label shoppers read. (2) The fee charged when the box is ticked.
4

Add a message box

Click + Add element again and choose Textarea. Set the label to Gift message and the Instructions to We will hand-write it on the card.
5

Pick the products

In the Show on box on the right, keep All products, or choose Specific products, Product categories or Product tags and select them.
6

Pick the placement

In the Placement box choose Before Add to Cart button or After Add to Cart button.
7

Publish

Click Publish. The group is now live — its status shows Live in the group list.
The Publish, Show on and Placement boxes
(1) Show on — which products get the group. (2) Placement — before or after Add to Cart. (3) Publish puts it live.
8

Check the product page

Open any product. The two fields appear next to the Add to Cart button. Tick the checkbox and the total line updates, for example Total: $25.00 (Options: $5.00).
Option fields on a product page with a live total
Option fields on a product page. (1) The total updates live as shoppers choose: product price plus options.

Tip

Want a head start? ShapeOption › Templates has ready-made groups such as gift wrap, personalization and delivery preferences. Installing one creates a draft you can adjust and publish.

The admin menu

Menu itemWhat you do therePlan
DashboardCounts of live and draft groups, fields, priced and conditional fields, and your latest groups.FREE
All GroupsEvery option group with its status, fields, products, placement and shortcode.FREE
Add New Option GroupOpens the builder for a new group.FREE
TemplatesReady-made groups to install as drafts.FREE
Style SettingsSize, corner shape and accent color of the fields on your store.FREE
AnalyticsWhich options shoppers pick and how much they add to revenue.PRO
Import / ExportMove option groups between sites as a JSON file.FREE
Uploads (S3)Send customer uploads to Amazon S3 or another S3-compatible storage.PRO
The ShapeOption menu and Dashboard
The ShapeOption menu (outlined) and its Dashboard: group counts, recent groups with their shortcodes, and quick actions.

In the free plugin the menu is called ShapeOptions; in Pro it is called ShapeOption. The paths in these guides use the Pro name.

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