> ## Documentation Index
> Fetch the complete documentation index at: https://bundles-docs.getappfox.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding wizard

> Use the guided wizard to create your first bundle in minutes

The onboarding wizard appears automatically when you first install Product Bundles by Appfox. It guides you through creating your first bundle in four simple steps, with personalized recommendations and revenue projections.

## When the wizard appears

The wizard shows automatically on your first visit after installing the app. If you've previously skipped the wizard or completed it, it won't appear again. You can create bundles manually from the dashboard at any time.

## Step 1: Welcome and store analysis

The wizard greets you by name and analyzes your product catalog. You'll see:

* Number of products in your store
* Estimated bundle opportunities
* Potential monthly revenue from bundles

The analysis takes about 2 seconds and provides a personalized assessment of your store's bundle potential.

## Step 2: Choose a bundle type

Select one of five bundle type templates:

<AccordionGroup>
  <Accordion title="Frequently Bought Together (Classic Bundle)" icon="cart-shopping">
    Products customers naturally buy together. Best for complementary items like phone + case + screen protector.
  </Accordion>

  <Accordion title="Complete the Look" icon="shirt">
    Full outfits or matching sets. Best for fashion, home decor, or coordinated product lines.
  </Accordion>

  <Accordion title="Starter Kit (Fixed Bundle)" icon="box">
    Everything needed to get started. Best for beginner bundles or complete solution packages.
  </Accordion>

  <Accordion title="Mix & Match" icon="layer-group">
    Customer-chosen combinations from a product selection. Best when you want customers to build their own bundle.
  </Accordion>

  <Accordion title="Seasonal Collection" icon="calendar">
    Curated holiday or seasonal bundles. Best for limited-time offers tied to events or seasons.
  </Accordion>
</AccordionGroup>

Each option shows examples and best-use scenarios. Select the one that matches your merchandising goal.

## Step 3: Configure your bundle

Set up your bundle details:

<Steps>
  <Step title="Name your bundle">
    Enter a descriptive name like "Summer Essentials Bundle" or "Complete Home Office Kit". This name appears on your storefront.
  </Step>

  <Step title="Select products">
    Choose 2 or more products from your catalog. Click products to toggle selection. Selected products show a checkmark.
  </Step>

  <Step title="Set your discount">
    Choose between percentage (e.g., 20% off) or fixed amount (e.g., \$10 off). Enter the discount value.
  </Step>
</Steps>

The wizard shows a live preview with:

* Original total price
* Discounted bundle price
* Total savings
* Savings percentage

You'll also see smart recommendations. For example, if your discount is over 25%, the wizard suggests considering a lower discount to protect your margins.

## Step 4: Review and activate

Review your bundle summary:

* Bundle name and products
* Pricing breakdown (regular price, bundle price, savings)
* Revenue projections (estimated daily sales, monthly sales, and monthly revenue)

When you're ready, click **Activate Bundle**. The wizard creates your bundle, marks setup as complete, and redirects you to the dashboard after a brief celebration animation.

## Navigation

You can navigate through the wizard using:

* **Next** button: Proceeds to the next step (enabled only when current step is complete)
* **Back** button: Returns to the previous step (your selections are preserved)
* **Skip for now** link: Skips the wizard and goes to the dashboard

## After completing the wizard

Once your bundle is active:

1. Add the product page widget to your theme (see the home page setup guide)
2. The bundle widget will appear on product pages for products in your bundle
3. Discounts apply automatically when customers add bundled products to their cart
4. Track performance on the analytics page

## Skip and return later

If you skip the wizard, it won't appear again automatically. You can create bundles manually from the dashboard by clicking **Create a bundle** on the home page or going to **Bundles** → **Select bundle type**.

<Tip>The wizard provides a fast way to get started, but you can create more advanced bundles with additional customization options from the bundle creation pages.</Tip>