Checkout Widget

The Checkout widget embeds a product checkout form with pricing, quantities, and customer details.

Add a Checkout widget

Checkout Settings

The dialog has four tabs: Checkout, Submission, CRM, and Style.

Checkout tab

• Products: search and select products to include. Products without a configured price are hidden from the live checkout until a price is added.
• Selection Mode: use Single when buyers should choose one product, or Multiple when the checkout should behave like a small cart.
• Product Configuration: reorder products, choose which items are pre-selected for new buyers, and set Default Price and Default Quantity for each selected product.
• Estimated Subtotal preview.

Submission tab

• Form Title
• Customer Information: Collect Name, Collect Email, Collect Phone, Allow Coupon Codes
• Compact Coupon Entry: show a small Add Coupon link instead of an always-open coupon field.
• Product Options: Allow Quantity Selection, Allow Price Selection, Show Sale Context, and Show Order Items
• Shipping Collection: Auto (based on products), Always collect, Never collect
• Billing Address: Auto (recommended), Always show Stripe address, Never show
• Require Terms Agreement: require a customer checkbox before checkout and customize agreement/link text. Agreement text can include line breaks, bold, and safe Markdown-style links.
• Success Message
• Button Layout: button alignment and full-width toggle
• Redirect Link (optional): choose destination using the link selector (page, funnel step, external URL, file, etc.)
• Testing: open or copy a widget-specific test checkout link
• Admin Notification: use the store default notification email, send to a custom email, or disable internal order emails for this checkout

CRM tab

• Additional Fields: add supported CRM fields and custom fields, mark required, and drag fields into the order buyers should see
• Custom checkout fields can be edited from the field shortcut. When a custom field's type or option list changes in Fields, reopen the checkout settings and republish the page to carry the refreshed structure into the live checkout.
• Tags and Lists (applied on successful checkout confirmation)
• Connections: review where the checkout is embedded, which products it sells, and what happens after purchase, including tags, lists, emails, access grants, flows, and redirects. The panel stays scoped to the current page placement and reflects unsaved settings while the dialog is open, so another placement does not get mixed into the preview.

Style tab

• Background Color, Text Color, Border Color
• Checkout border radius and shadow
• Alignment
• Form Style: Primary, Secondary, Third
• Button Style: Primary, Secondary, Third

Live behavior

• Checkout field wrappers inherit global form styles (Form Style) for visual parity with Form widgets.
• Button layout settings are honored in live checkout (Button Alignment and Full Width Button).
• Single-product mode gives buyers one default selection; multiple-product mode lets buyers select more than one product before continuing.
• Product rows can show thumbnails, selected-state controls, sale context, and low-stock, sold-out, or unavailable messages before payment starts.
• If Show Order Items is off, the checkout can present the selected totals without a buyer-editable product list.
• Additional checkout fields are validated at submit time and saved to the contact profile and checkout metadata.
• Dropdown additional fields use a neutral Select an option placeholder when no custom placeholder is set.
• Terms agreement can be required before payment confirmation. If a terms link is set, it opens in a new tab.
• Checkout now returns clearer inline validation messages for missing/invalid request fields during setup and confirmation.
• When billing details are required, payment fields render after billing address readiness to reduce failed payment starts.
• For Stripe Tax checkouts, billing address readiness follows the buyer's country. United States addresses need a ZIP or postal code, Canada needs a postal code or province, and other supported countries can continue once the country is present.
• Payment setup waits for a valid customer email before preparing the embedded payment form.
• Payment choices that cannot finish inside the embedded checkout are hidden so buyers stay in the checkout flow.
• Product variant, country, and region selectors keep their checkout styling and open behavior more consistently on published pages.
• Product stock limits are checked before payment starts. Sold-out selections and quantities above the available stock show inline messages so buyers can adjust the cart first.
• Shipping-rule blocks show an inline message before payment starts. If pickup is enabled, buyers can switch to pickup or enter an eligible shipping address.
• Checkout totals refresh as buyer email, shipping, tax, product, and quantity details change, so the payment step is prepared from the latest selections.
• Price choices keep the checkout currency aligned with the selected option. If a checkout includes both USD and CAD prices, dollar amounts use clearer US$ and CA$ labels.
• If a saved default price is removed or becomes unavailable, the widget falls back to an active price instead of keeping a stale selection.
• Coupon entry can stay compact until the buyer opens it, and valid or non-applicable codes show inline feedback beside the checkout.
• Totals show subtotal, discount, shipping, tax, and final total when available, with an estimated subtotal before the full checkout quote is ready.
• If payment confirmation is interrupted by a connection or provider issue, checkout shows a clear retry message instead of leaving the buyer in a generic failed state.
• Tags and lists are applied after successful one-time, recurring, and installment confirmations.
• Paid orders can send a branded internal notification email using the store default, a checkout-specific email, or no internal notification for that checkout.
• Test checkout links create clearly marked test orders and run the same post-purchase flow without charging a card.
• Test checkout links work more consistently across primary and www domain versions of the same site.
• One-time embedded checkout keeps buyers in card-based payment choices that can complete inside the page.
• Guest recurring/installment checkout requires an email address so the contact and subscription can be linked.
• Guest one-time checkout can also trigger an account-claim email when an email is collected.
• New guest buyers receive an account-claim email so they can sign in and access billing/member areas.
• Access purchases now include smarter next-step routing after sign-in (for example, directly to a purchased course or community when only one item is unlocked).
• If a claim email needs to be sent again, support can resend from the contact’s Member tab.
• If a redirect link is set, customers are redirected after successful checkout.
• Successful checkouts keep the thank-you state visible while redirecting, so buyers do not briefly see an empty cart after paying.
• Keep included products current in Products and review product metadata in Store Products SEO.

Toolbar actions

• Checkout Settings
• Alignment
• Animation
• Copy
• Delete