How to Set Up Your Checkout

In the Checkout sub-tab is where you would set up all of your checkout information including checkout questions, payment options, terms and conditions, and E-signature. For checkout questions, add any questions you would like to ask the customer at checkout. You can set this up to be multiple choice, single choice, dropdown (single choice), dropdown (multiple choice), or a text field. You can also make the question required if needed. Common questions you can put here are "Do you have any pets?", "Do you have a locked gate?", "Do you have an irrigation system", "What is your grass type".

In the payment options section, is where you can enable or disable your payment options: Pay Monthly, Pay Now, Pay As You Go, and Pay By Check. Disable any payment options you do not want to offer.

If you use a payment processor, PCI Vault, or one of our CRM integrations that can pass over card information, ensure that it is properly mapped under each enabled payment option under "Select Payment Processor". If you are running into issues with payment passing over successfully into your CRM, payment processor, or PCI Vault, it is most likely not correctly mapped in your payment options. You can also edit the button text, the description underneath, and add any redirect URL link. If a customer confirms their order, they will be redirected to this link after completing checkout. Here is where you would want to add a thank you page, a next steps page, to your website, or any page of your choosing. Specifically for Jobber users, the integration does not make you map Jobber to your payment option but you will need to paste a Client Hub link in the redirect link portion instead.

For Pay Monthly specifically, you have the option to split pricing by 12 months or the remaining months of the year. If you enable it for 12 months, it will display your price to your customers divided by 12; if you enable it for the remaining months, it will display your price to your customers divided by the number of remaining months in the year.

Important to note - whichever payment option is listed at the top, is how your pricing will initially display to the customer before they choose their payment option. By default, "Pay Now" is listed first. If you would like to change this, for example if you would like your services and packages to be displayed first by a monthly price, you want to ensure that the "Pay Monthly" button is listed first. To re-arrange your payment options, click on the dots on the left side and hold your mouse and drag and drop to the correct order.

To watch a video tutorial on setting up the checkout page, see below: