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How Do I Add a Custom Checkout Option?

October 30, 2024 | By: PhotoBiz Knowledge Base

The custom checkout section of your ecommerce is a great way to obtain additional information from your clients during the checkout process. Perhaps you want to add a personalized message or ask for additional information, the custom check out option allows you to set this up for any customer who is going through the check out process with your ecommerce. This guide will walk you through the steps of adding a custom check out option to your PhotoBiz ecommerce.

STEP ONE

Log into your PhotoBiz account and click on the ECommerce option in the left side menu.

STEP TWO

Click on the SETTINGS link at the top of your control panel and click on CHECKOUT in the menu that opens.

FINAL STEP

Setup the CUSTOM CHECKOUT OPTION

A single custom checkout field can be set up. You can choose for it to be a paragraph or a checkbox. 

  • Paragraph: Ask your customer to provide typed information such as a child's name, team name, sports league name, or other name personalization for items.
  • Checkbox: Allow your client to check to agree to your information or select one choice rather than type their own information.

The label is the title of this section that your clients will see on your live site. "Special instructions" is a common label for paragraph.

The description will allow you to provide instructions to request information from your client such as Please list any personalization here or Please check to agree to terms of use.

To allow clients to see the custom checkout information, you need to choose yes under the visible option.

By setting the custom checkout to required, your client must either check the checkbox or enter in text to complete the checkout process.

Make sure to click save changes after you set up your custom checkout options.

Here's an example of how a custom checkout option will appear for your clients when they're going completing their purchase with your ecommerce.

This example is requesting a student's name and classroom information to make it easier for the photographer to get their order to the correct parent.

This is what you'll see on your orders when an order has been completed with a custom check out option.
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