How to use Checkout Page: A Step-by-step guide
This help article provides step-by-step instructions on how to get started with Checkout Page, which is a platform that allows you to create unique and single-page checkouts for your products, services, and events.
- Step 1: Create an account
- Step 2: Connect Checkout Page with your Stripe account
- Step 3: Create your first checkout page
- Step 4: Make a test payment
- Step 5: Add your checkout to your landing page
- Step 6: Create a coupon
- Step 7: Manage your customers and payments
- Step 8: Integrate Checkout Page with your marketing tools using Zapier
Checkout Page is a one-page checkout that you can add to any website, making selling online easy.
In this guide, you will learn everything from creating an account and connecting with Stripe to managing customers and integrating with third-party marketing tools using Zapier.
It will also explain how to use custom fields and add digital downloads and product variants to your checkout.
Let’s get started!
Step 1: Create an account
Creating your new Checkout Page account takes just a couple of minutes.
During your sign-up steps, we’ll ask you for the following information:
Next, you can add your logo and set your brand color.
Your brand color will be used as a highlight color on your checkouts, customer emails and portal.
All of this will be shown on your one-page checkout.
Step 2: Connect Checkout Page with your Stripe account
Checkout Page uses Stripe for secure and encrypted payment processing.
Whilst you’re free to explore Checkout Page, you will first need to connect Checkout Page with your Stripe account to accept payments.
Here’s how to do it:
Click Connect with Stripe
Enter the Email address and Password associated with your Stripe account
If you are using two-factor authentication, enter your Verification code
After completing these steps, you will be redirected to Checkout Page to continue.
Please note that if you have another platform already connected to your Stripe account, you will be asked to create a sub-account.
Step 3: Create your first checkout page
With Checkout Page, you create a new checkout page for each of your products, services or events.
Straightforward – it is a one-page checkout, and you can customize every detail.
You can create as many checkouts or forms as you need.
Create a checkout page
Click Create page and choose between a checkout and a form. In this scenario, let's choose a checkout
Add your Product name
Choose your Pricing
Click Create checkout
Edit your product Details and Pricing ^
Check the box if you’d like to:
Add Discounted from price ^
Charge a Setup fee
Offer a free Trial (for subscriptions and payment plans)
Use Stripe price
Add product Variants to extend your checkout by offering product variations or upsellsLearn more about product variants here
Upload digital downloads through Files to sell digital products that your customers can download after successful checkout from our customer portalLearn more about digital downloads here
In this step, you can:
Add custom fields to your checkoutLearn more about fields here
Allow Discount codes on your checkoutSee this step-by-step guide on creating discount codes
Choose your Payment methodsLearn more about customizing your payment methods here
Set any Limits to prevent duplicate subscriptions on Stripe
Change the Currency formattingHere's the full guide on currency formatting
In this section, you can design the way your checkout looks and edit or manually translate label text.
You can change the Layout, Colors, use different Elements like logos and badges, add Custom CSS and Custom labels.
Here you can decide what your customer sees after a successful checkout.
You can access a number of settings that allow you to fine-tune your checkout.
Google index to index your checkout page on Google search
Redirect page to make sure your old URL redirects to your new checkout
Step 4: Make a test payment
Before adding your new checkout to your site, we recommend that you make a test payment to check that everything is working as expected.
Open your dashboard and click on your checkout
Click Test payments on the top right
Paste the test card details on the left into your card field to simulate a payment
Return to the dashboard and click on Payments next to your checkout to view your test payment
- Check your email to view your test confirmation email
Step 5: Add your checkout to your landing page
You can add your checkouts to any number of landing pages across multiple domains. There are three ways for you to add your checkout:
Add a checkout pop-up
Embed a responsive checkout
Link to your checkout page through a Buy button
Here’s how to do it:
Click on any checkout from your dashboard and then Share & embed
Share your Payment link with your customers or opt for a Pop up, Buy button, Embed, or QR code
Step 6: Create a coupon
You can create coupon codes to offer discounts to your customers.
Open your dashboard and go to Coupons
Click Create coupon
Fill in your coupon details - click here for a detailed guide on creating a discount code
Click Create coupon
Make sure that you’ve checked Allow discount codes on checkout under the Checkout tab of your checkout so that your customers can use the coupon.
Step 7: Manage your customers and payments
After accepting payments, it is easy to manage your customer and payment information.
This is a historical list of your customers.
Clicking a customer will show a list of their payments and subscriptions.
Here you can see a historical list of your payments.
Clicking a payment or subscription will show a detailed summary page.
Step 8: Integrate Checkout Page with your marketing tools using Zapier
This way you can easily send your customer and payment information to any third-party marketing tools using Zapier.
For example, create a new customer in your CRM after accepting payment.
Please note that you will need a Checkout Page Premium account to use our Zapier integration.
Thank you for taking the time to read this article on how to get started with Checkout Page. We hope it has provided you with helpful guidance on how to create one-page checkouts for your products, services, and events.