Every screen has a light, dark and match-system switch in its header. It only changes how the admin looks to you.
On the free version
Nothing Pro does is hidden. Each Pro control sits where it would on Pro, readable but locked, with a Pro tag beside it. Where several locked controls sit together, one note explains them once and offers See Pro. Your presets and settings work the same either way; the tags just show you what Pro would add and where.The listing
The header shows how many presets you have, with Settings and New preset beside it (and Upgrade to Pro on the free version). The right-hand column has a Support card with Open a support thread and Documentation buttons, and a Help the plugin card with Leave a review and Report an issue.Finding a preset
Status tabs across the top: All, Active, Scheduled, Expired, Sold out and Inactive. The count on each tab is for your whole store. It doesn’t shrink when you search or filter. Search presets matches preset names, and also the names and SKUs of the products inside them. Search for “hoodie” and you get every preset with a hoodie in it, whatever the preset is called. Press / to jump to the search box. Filter opens a filter builder. Click Add filter, then pick a field, a comparison and a value. Every filter must match.
One list takes up to 8 filters, and up to 3 of them can be Product. At 8, Add filter turns off and says why. With 3 Product filters in place, Product is marked (limit reached) in the other rows.
Listing settings (the sliders button beside Filter) chooses:
- Columns: Status, Items, Price, Revenue, Date, Description and Link. Items and Description are off to start with.
- Sort by: Date, Name, Status, Revenue, Price or Items, then Descending or Ascending.
- Presets per page: 10, 20 or 50.
The columns
Until WooCommerce Analytics has imported your orders, a Revenue cell shows a dash. Hover over it for the note: Revenue shows once WooCommerce Analytics has imported your orders.
On the free version the Revenue column is still there. Each cell shows a Pro tag where the figure would be.
On the free version the Price column leaves out custom items, because the free version never adds them to the cart.
Needs attention
A live preset whose product has been deleted, unpublished or can no longer be bought shows an amber Needs attention badge. A note under the name says which item it is, for example “Beanie no longer exists”, followed by Fix. Click it to open the preset in the editor.The row menu
Deleting is permanent. The confirmation says so, says the link stops working straight away, and offers Deactivate instead if you only want to take the link down. Past orders keep their preset details and revenue either way.
Bulk actions
Tick the rows you want, or the checkbox in the header for every row on the page, then choose from Bulk actions: Activate, Deactivate, Duplicate, Export JSON or Delete, and click Apply. Once a whole page is ticked, a line above the table offers Select all for every preset that matches your tab, search and filters, across all pages. One action covers up to 500 presets. If the matching presets change before you apply, nothing happens and you’re shown the new count. Bulk delete lists the presets it will remove, says how many of them are live, and offers Deactivate instead.Switching a preset on
Switching a preset on runs the same checks as saving it in the editor. That applies to the row menu, Link enabled in the editor, Activate in bulk and Clear end date. A preset the editor wouldn’t save stays off: one with no items, more than 100 items, a product that’s gone, or a quantity or price past its limit. For a single preset you’re told why. In bulk, the rest are switched on, and a message says how many were left as they were. Open those in the editor to see what’s wrong.The editor
The editor is one page. The main column holds the preset itself, card by card. Beside it, the Pricing summary, Health checks and Preset link update as you type.The header
Link enabled switches the preset’s link on or off. It acts straight away. It isn’t part of Save preset, and a message confirms it. A new preset doesn’t show it until its first save. New presets start with the link on. The ⋯ menu holds Duplicate (opens an unsaved copy), Export JSON, View in Analytics and Delete preset. The unsaved copy has no end date, and keeps the preset’s stored Pro settings, such as its limits and coupon, on both versions.Main column
Starts on and Preset ends on take a date and a time.
Names, slugs and internal descriptions are saved without invisible characters, such as zero-width spaces, or the control characters that flip text direction. Those could make a name display differently from what it says. Accents, other scripts and emoji are kept.
Items
Add store product opens a product chooser. It shows 12 products before you type, and searches your catalogue by name or SKU. Choose one and click Use product. For a variable product, you choose its options in the item itself afterwards. Each item opens to show:- Product, with Change to swap it.
- The variation’s options, for a variable product. Every option needs an answer before the line can be priced.
- Pricing: Quantity and Discount type (None, Percentage, Fixed amount off or Custom price).
- In the cart: Use the regular price instead of the sale price, Allow coupon discounts on this item, Let the customer change the quantity in the cart (with a Minimum and Maximum), and Customer can remove this item.
Cart behaviour
Each block starts on Store default and says what that default is, with a link to change it in Settings. Choose Override and the choices beneath it apply to this preset only. On the free version you can override Existing cart and Redirect after adding; overriding Unavailable links per preset is Pro.Customer access
Signed-in customers only refuses a guest. There’s no sign-in form and nothing brings them back afterwards, so where they land is whatever Unavailable links says. Allowed roles appears while that switch is on. Leave every role unticked to allow any signed-in customer, or tick the roles you want to allow. What a turned-away visitor reads is store-wide wording, under Settings → Messages and labels. A preset doesn’t carry a rejection message of its own.Beside the main column
Pricing summary recalculates as you type: items and units, regular value, item discounts, average per unit and the preset total, with what the customer saves. Every figure is what the customer’s cart will hold. Health checks asks a series of questions about the preset. A new preset opens with two things to do: Name the preset and Add at least one item. After that, a check that Blocks saving has to be fixed before you can save; a warning doesn’t. Click a check to jump to the field it’s about. On the free version, an expired or sold-out preset’s check says changing the end date or limit is part of Pro. See Health checks. Preset link shows the URL with a Copy button, the?preset= form it also answers to (on a site with plain permalinks the URL is already that form), Open link and View in Analytics. Before the first save it shows the path the link will have, and says it’s made when you save.
The save bar
The bar stays in view at the bottom. It shows All changes saved, Unsaved changes, what a new preset still needs, or how many health checks block the save. Discard goes back to the last save.Leaving with unsaved changes asks first, whether you click a link inside the screen or one in wp-admin’s own sidebar.
Settings
One Save changes bar covers the whole screen. The cards, in order:
Read Cart behaviour first. It decides what a link does:
When no carrier product is linked, its card says No carrier product yet and offers Create carrier product or Choose a product. On the free version the card is locked and there’s nothing to change: it stays in place so presets made with Pro keep working.
Messages and labels groups the wording as Error messages, Warning messages, Cart messages and Labels. Each group shows how many of its messages you’ve changed. Click Edit wording to open one.
A licence problem, like a key that isn’t activated or has expired, shows as a standard WordPress notice on the listing and the editor. Settings doesn’t repeat it, because the licence card already says the same thing. See Licence and updates.
The column beside Settings has a System status card: plugin version, WordPress, WooCommerce, PHP, permalinks, preset base and tier, with a Copy system report button. The report is read from your own install and sent nowhere. It’s there so you can paste it into a support thread. Under it, a Support card has Open a support thread and Documentation buttons.
Every setting is covered in the Settings reference.
Upgrade to Pro
On the free version, Cart Presets → Upgrade to Pro says what Pro adds, then shows Free and Pro side by side. Your presets keep working, and there’s nothing to migrate: install Pro and the locked controls open up in place. Get CartPresets Pro opens the CartPresets site in a new tab.Where a preset shows up elsewhere
- The cart and checkout: each line carries a Part of preset label with the preset name. Both labels are editable.
- The order: the same label, plus hidden meta a developer can read. See Order line item meta.
- Order emails: the order label, with the preset name as it was when the order was placed.