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How to use Checkout Page: A Step-by-step guide

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.

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:

  • First name

  • Email address

  • Business name

  • Website URL

  • Default currency

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:

  1. Click Connect with Stripe

  2. Enter the Email address and Password associated with your Stripe account

  3. If you are using two-factor authentication, enter your Verification code

Click here for more detailed instructions on how to connect with Stripe

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

  1. Click Create page and choose between a checkout and a form. In this scenario, let's choose a checkoutimage-71a9bd.png

  2. Add your Product name

  3. Choose your Pricing

  4. Click Create checkout

Product

  1. Edit your product Details and Pricingimage-217bbf.png ^

  2. Check the box if you’d like to: 

  • Add Discounted from priceimage-11a6ec.png ^

  • Charge a Setup feeimage-611dbe.png

  • Offer a free Trial (for subscriptions and payment plans)image-967e42.png

  • Use Stripe priceimage-f47997.png

  1. Add product Variants to extend your checkout by offering product variations or upsellsimage-92ff96.pngLearn more about product variants here

  2. Upload digital downloads through Files to sell digital products that your customers can download after successful checkout from our customer portalimage-f1e5cb.pngLearn more about digital downloads here

Click here for more detailed information on how to create checkouts

Checkout

In this step, you can:

Design

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.

image-07e527.png

Learn more about designing your checkout here

After payment

Here you can decide what your customer sees after a successful checkout. 

image-1d7680.png

Settings

You can access a number of settings that allow you to fine-tune your checkout. 

image-70002a.png

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. 

  1. Open your dashboard and click on your checkout

  2. Click Test payments on the top right image-ea285d.png

  3. Paste the test card details on the left into your card field to simulate a payment

  4. Return to the dashboard and click on Payments next to your checkout to view your test payment

image-b7ba.png

  1. Check your email to view your test confirmation email 

Learn more about test payments here

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:

  1. Click on any checkout from your dashboard and then Share & embedimage-c854fd.png

  2. Share your Payment link with your customers or opt for a Pop up, Buy button, Embed, or QR codeimage-aac8f1.png

Learn how to add checkouts to your site here

Step 6: Create a coupon

You can create coupon codes to offer discounts to your customers. 

  1. Open your dashboard and go to Coupons

  2. Click Create couponimage-d4906a.png

  3. Fill in your coupon details - click here for a detailed guide on creating a discount code

  4. 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. 

image-4c1b53.png

Learn more about coupons here

Step 7: Manage your customers and payments

After accepting payments, it is easy to manage your customer and payment information. 

Customers

This is a historical list of your customers. 

Clicking a customer will show a list of their payments and subscriptions. 

Payments

Here you can see a historical list of your payments.

Clicking a payment or subscription will show a detailed summary page.  

Learn more about the customer portal here

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. 

Learn more about integrations here

Conclusion 

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.


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