How To: Checkout Options

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Set your Checkout billing address to mandatory

1. Open the ‘Checkout Options’ page from the Administration menu, this will take you to the core Options page for Checkout Options

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2. Check the 'Billing Address is Mandatory' checkbox

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3. Click Save to save your changes.

    

➕ Change the information that is captured about new Delegates

1. Open the ‘Checkout Options’ page from the Administration menu, this will take you to the core Options page for Checkout Options

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2. Scroll down to the ‘Create Delegate Information’ section on the page

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3. Use the checkbox options to select which information you would like to include in your Create Delegate form

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4. For each piece of information you are capturing in the Create Delegate form, you can decide whether this information is mandatory or optional

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5. You can choose to rename the ‘Account Name’ option if another label such as ‘Organisation Name’ or ‘Charity Name’ makes more sense to your customers (this may take 24 hours to update)

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6. Click the ‘Save’ button at the top of the page to save your changes.

Brand your Checkout basket

Brand my Checkout BasketPreview

📄 Update your Checkout Registration Form

Capture information about new customers in a registration formPreview

Set the maximum allowed purchases per booking

1. Open the ‘Checkout Options’ page from your Administration menu

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2. Click the ‘Booking Options’ section header to jump down the page to this section

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3. Set the maximum quantity allowed in the ‘Maximum Product & Service Quantity’ option
   We do not recommend going above 100 as this may impact the performance of your platform

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4. Click the ‘Save’ button to apply your changes

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How to manage your PO Number settings in your Checkout basket

1. Open the ‘Checkout Options’ page from the Administration menu, this will take you to the core Options page for Checkout Options

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2. Open the ‘Training Provider Options’ option from the Checkout Options menu

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3. Right click on your Training Provider and select the option Finance Options
   
   

4. Scroll to the PO Number options section
   To include the PO Number field on your Payment step of your Checkout basket, check the Include PO Number on Payment Page option
   To display the PO Number field for all payment types, select the For All Payment Methods option from the PO Number Displayed drop down box
   To display the PO Number field only for all invoice payments, select the Only Invoice Payments option from the PO Number Displayed drop down box
   To make your PO Number field mandatory, check the PO Number is Mandatory option
   To rename your PO Number field, enter a label into the PO Number Label option
   

5. Click the Save button at the top of the page to save your changes.

How to set up Google Analytics within your Checkout basket

Integrate your Basket with Google Analytics (GA4)Preview

FAQs

Can I include different contact information in my basket for my different training providers?

Adding a Phone Number Field Within The Registration Form