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 three tabs: Checkout, Form, and Style.

Checkout tab

• Products: search and select products to include.
• Product Configuration: set Default Price and Default Quantity for each selected product.
• Estimated Subtotal preview.

Form tab

• Form Title
• Customer Information: Collect Name, Collect Email, Collect Phone, Allow Coupon Codes
• Product Options: Allow Quantity Selection, Allow Price Selection
• 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
• 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.)
• Additional Fields: add supported CRM fields and custom fields, mark required, and reorder
• Tags and Lists (applied on successful checkout confirmation)

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).
• Additional checkout fields are validated at submit time and saved to the contact profile and checkout metadata.
• 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.
• Tags and lists are applied after successful one-time, recurring, and installment confirmations.
• 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.
• Keep included products current in Products and review product metadata in Store Products SEO.

Toolbar actions

• Checkout Settings
• Alignment
• Animation
• Copy
• Delete