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This guide takes you from installing Genius Account to showing your first block in Shopify customer accounts. There’s no theme code to edit.

As an example, you’ll add a birthday block to the profile page, in three steps:

  1. Create it in the app Start from a template
  2. Add it in the editor Place it where you want it in the Shopify editor
  3. Publish and check Publish the block and check it as a customer

Example of what customers see

Section titled “Example of what customers see”

Blocks appear one after another on customer account pages. This example shows three blocks on the profile page: birthday registration, your details (a group), and terms of service (a consent check). In this guide, you’ll create the first one, the birthday block.

Try clicking the buttons
Sample Store

Register your birthday?

Register to receive a special coupon in your birthday month.

Birthday

-

Your details

Size

Height
65
Shoe size
7.5
Usual size
M
Favorite color
Navy

Terms of service

Agree to the terms of service

Unconfirmed

Edit birthday

Size - Edit

Terms of service

Article 1 (Purpose) These terms set out the conditions for using this store and its members-only services.

Article 2 (Membership) Members can use the services after creating an account and agreeing to these terms.

Article 3 (Points and rewards) Points and rewards are given under the rules set by the store and may change without notice.

This is sample text for the demo.

Step 0 Check your store and plan

Section titled “Step 0 Check your store and plan”
  • Customer accounts: Genius Account works with stores that use customer accounts (not legacy customer accounts). Check it in your Shopify admin under Settings > Customer accounts.
  • Plan: The Free plan includes section headings and rich text. The birthday field (metafield), your details (group), and terms of service (consent check) are available on Starter and Pro. Both come with a 7-day free trial (compare plans).

Step 1 Install the app and choose a plan

Section titled “Step 1 Install the app and choose a plan”
  1. Open Genius Account on the Shopify App Store and click Install.
  2. Review the permissions the app needs, then install it.
  3. When the app opens, choose a plan.
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Free plan available · 7-day free trial on paid plans

Step 2 Create a block from a template

Section titled “Step 2 Create a block from a template”
  1. Open Blocks in the app menu and click Create block.
  2. Under Select usage, choose Profile block.
  3. Under Or start from a template, choose Birthday rewards.
  4. The block editor opens. Update the heading and text if you like, then click Save.

When you save, the block is given a Display ID (1–10). You’ll need it in the next step, so check it in the blocks list. The birthday field (Shopify’s standard date of birth) is set up by the app so customers can fill it in, so there’s nothing to set up in Shopify.

You can also start from a blank block (see Show a block).

Templates come with text, content, and display conditions already set up, for each page. For the latest templates, click Create block in the app.

Profile

Page details
  • Birthday rewards Collect birthdays for birthday coupons and your CRM.
  • Membership tier and points Show the tier and points your loyalty app stores in customer metafields.
  • Preferences survey Collect gender, size, preferences, and how customers found you.
  • Reward progress Show "Done" to customers who completed a task and a prompt to everyone else, based on customer tags.

Order status

Page details
  • Delivery information Explain delivery times and methods to reduce shipping questions.
  • Before you start (product care) Share how to use and care for items right after purchase to reduce returns.
  • Customer feedback Ask for satisfaction and comments right after purchase.
  • Need help? Point customers to your contact page with a link, or take questions with a form.

Order list

Page details
  • Shipping delays and closures For holiday closures and busy seasons. Set a display period when you use it.
  • Campaign and coupon Tell returning customers about a limited-time campaign or coupon.
  • VIP early access Offer early access only to customers tagged "VIP", with a button or an image.
  • FAQ and support Link to your FAQ and contact page, or add a form.
Show more Show less

Step 3 Add the block in the Shopify editor

Section titled “Step 3 Add the block in the Shopify editor”
  1. In your Shopify admin, go to Settings > Customer accounts and click Customize.
  2. At the top of the editor, switch to the Profile page.
  3. Where you want the block to appear, click Add block and add Genius Account Blocks from the apps.
  4. In the block settings, choose the Display ID you noted in Step 2.
  5. Click Save in the editor.

Step 4 Publish and check

Section titled “Step 4 Publish and check”

Blocks created from a template start as drafts, and draft blocks aren’t shown in customer accounts. In the block editor in the app, switch the status to published.

Then log in as a customer and check that the profile page shows the same birthday block as in Example of what customers see.

If the block doesn’t appear

Section titled “If the block doesn’t appear”

Check the following. If that doesn’t solve it, contact us from the Help page in the app or through our contact page.

  • Is the block Published?
  • Does the Display ID you chose in the editor match the block you want to show?
  • Did you click Save in the editor?
  • The Free plan includes headings and rich text only (the birthday field and other content aren’t shown).

Or

Ask Sidekick

Section titled “Ask Sidekick”

If you’re not sure how to do something, ask Sidekick in your Shopify admin. Click a question below to copy it, then paste it into Sidekick.

Open Genius Account in your Shopify admin

What’s next

Section titled “What’s next”

Once your first block is showing, try the other features.

Start free today

Install on the Free plan and upgrade anytime as your store grows.

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