Setup: what happens in the first few minutes

Click Scan my store. Yoyo reads your refund policy page, your theme and branding, your locations, and your recent orders and returns. It also works out where your store is based, so your currency, carriers and default terms suit your country.

If you don't have a refund policy page yet, or you're a brand new store, Yoyo starts you on standard terms for your region instead. You can change them in the next step.

This page shows the setup Yoyo has drafted, written out in plain sentences. Each line has an Edit button.

• Your policy. How many days customers have to return, and who pays the return postage.
• Exceptions. Anything in your policy that treats some items differently, such as sale items. You can add your own by typing them in plain English, for example "VIP customers get free returns".
• Customers can choose. Refund, store credit, exchange, or any mix of the three.
• Returns go to. Your return address, taken from your Shopify locations.
• Approvals. Either you approve every return yourself, or Yoyo approves the clear-cut ones for you and leaves the rest. Most merchants start by approving everything themselves.
• Postage. Which carriers are available in your country. Customers post items back themselves until you switch on labels or connect a carrier.
• Emails. How customers hear about their return.
• Portal look. Logo, colours and fonts picked up from your theme.

A preview on the right shows what customers will see. If it all looks right, click Looks right, continue.

Pick a plan. Yoyo suggests one based on your order volume. Every plan starts with a 14-day free trial, and you approve it on Shopify's screen. You pay nothing today.

Your portal is now on. This screen gives you your portal link and three one-click jobs: add a "Returns" link to your store footer, point /pages/returns at the portal, and publish your returns policy page. Shopify asks your permission before Yoyo makes any of these changes. You can skip them and do them by hand later.

Try a return as a customer is the quickest way to see the portal working. Use one of your recent order numbers.