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Customer Success Team

Last updated on Mar 07, 2024

You can configure the series of steps that the customer completes to purchase the product. Checkout configuration ensures a smooth and user-friendly process for your customers. This includes providing multiple options, such as offering guest checkout (i.e., allowing customers to purchase without creating an account), choosing what customer contact information should be used at checkout, choosing the time interval for sending the reminder email about the abandoned cart, etc.

Configuring Checkouts

To configure checkouts:

  1. Go to Settings > Checkouts on the Dashboard.

  2. Make the corresponding configuration:

  • Guest Checkout- Turn on/off the toggle to allow your customers to check out without creating an account.

  • Partial Payments - Turn on/off the toggle to allow your customers to pay only a portion of the total order amount upfront, reserving the products or services, and then complete the payment over a specified period. Select the amount type: Fixed Amount or Percentage, and indicate the prepayment amount.

  • Customer Contact - Tick the corresponding radio button to choose what customer contact information (email, phone number, or both) should be used at checkout and sign-in. Tick the checkbox to allow the customers to choose the channel they receive shipping updates.

  • Reminder Notification - Turn the toggle on/off to send customized email or SMS alert notifications to your customers about upcoming events. Click + Add New Reminder to send the second alert notification.

  • Email Marketing - Turn the toggle on/off to enable/disable the customer to sign up for marketing emails at checkout.

  • Abandoned Checkouts - Enable the abandoned cart and enter the time interval for sending the reminder notification about the abandoned cart.

  • Incomplete Order Cancellation - Turn the toggle on/off to enable/disable order cancellation. Specify the time at which orders with In Progress payment statuses will be automatically canceled.

  • Minimum Order Amount - Indicate a minimum order amount for checkout for your customers.

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