Checkout - Getting Started

Checkout Overview

The checkout widget on PatientBase is a tool that allows customers to select products and checkout easily. It includes several key features such as product select, cart checkout, main products, and bump offers.

The product select feature enables customers to browse and select the products they want to purchase.

The cart checkout feature allows customers to view the items in their shopping cart and make any necessary adjustments before proceeding to checkout. Customers can remove items, update quantities, and apply promo codes or discounts.

The main products feature displays featured products that the website owner wants to promote.

Bump offers are additional products or services that are offered to customers during the checkout process. These may include complementary products, extended warranties, or expedited shipping options. Bump offers are presented to customers as optional add-ons to their purchase and can increase the average order value of a transaction.

Overall, the checkout widget is a crucial component of any e-commerce website. It streamlines the checkout process and improves the customer experience, ultimately leading to increased sales and customer satisfaction.

Creating Your Checkout

The Checkout Widget can be found in the left-most menu, under 'Add Widget'

Start by dragging the 'Checkout' onto your page to begin editing.

Settings

From the settings menu, you can set important items.

1. Thank You Page link
2. Email Marketing Lists
3. Contact Tagging

Adding Additional Fields

If you need to capture any additional information from your customers upon checkout, we can accomplish this by adding Additional and Customized fields to your checkout widget.

You will first need to navigate to your checkout settings which can be found on the widget menu after clicking on the checkout widget.

Once in the checkout settings, select 'Customize Fields'. From there you can select any of the pre-existing options or select 'Ask for additional information' to add your own form field to the checkout widget.

Once selected you will see the option the 'Additional Fields' button. From here you can add any custom CRM properties or form fields you need to gather additional infomation from your customers.

Requiring Accepting Terms and Conditions

Following the instructions above, you can continue to add a field to your checkout.

In this case we are looking to add a Checkbox that the customer must agree to in order to continue to the purchase of our product.

Once you have selected 'Add Field' from the Additional Fields menu, you will see one of the first options for 'Accept Terms'. Simply click on this option and it will add it to the end of the checkout process.

Once selected you will be able to see the addition to your checkout to which your customers will be required to click and accept in order to continue with the purchase.