How checkout works

The checkout is where a customer actually makes payment. Anytime someone completes a form that requires payment, they’re sent to the checkout to finish it.

What the customer sees

The checkout shows a full breakdown of the quote, every line item, quantity and price, mirroring exactly what’s on the quote itself. A photo booth package and an add on product, for example, each show their own price and total, followed by the subtotal, any tax, any fees, and the final total due.

A customer can apply a discount coupon from here too. Clicking Apply Discount Coupon reveals a field to enter the code, with Apply and Cancel buttons next to it. Enter a valid code and the totals update immediately to reflect it.

Choosing how to pay

Depending on how it’s configured, a customer chooses between paying in full, paying part now, and paying later. Which of these actually show up, and what they look like, depends entirely on your own settings, so what a customer sees on one account can look quite different from another.

Paying in full or in part shows a live payment form embedded directly in the checkout, Stripe, Square or PayPal, depending on what you’ve connected. Note that only one card payment gateway can be active on the checkout at any one time. If you’ve got more than one enabled, whichever is set as your default is the one that actually shows to the customer, not all of them at once. Some gateways also offer their own faster checkout options here, such as Stripe’s Link, letting returning customers save their details for next time.

Paying later shows whichever manual payment options you’ve set up instead. Bank Transfer displays your account details directly on screen, name, sort code and account number, for the customer to transfer manually. Pay on Delivery tells them payment will be taken on the day, and doesn’t ask for any payment details at checkout at all. Selecting either and clicking Proceed moves the booking forward without a live payment having been taken.

How a customer actually reaches the checkout

There are a few different routes in, depending on where the booking started.

Submitting a booking form can send a customer straight to checkout automatically, as one of the form’s actions after submission.

Accepting a proposal can lead to checkout too, as part of the acceptance journey configured on that proposal.

If you’ve sent a quote from the admin side using Send Quote, the customer is taken to checkout once they accept it from their end.

You can also send someone to checkout directly yourself. On the Quotes tab of a booking, Copy Link gives you the checkout link itself, ready to share with a customer however you’d like, over email, over text, or anywhere else.