Navigating the Checkout Process

Be sure to review our overview of eCommerce Setup guides: Introduction to eCommerce

The checkout process occurs when a potential Student is ready to purchase your Product through the Course Catalog. It contains the following steps:

  • Visiting the Course Catalog page
  • Browsing Products
  • Adding Products to Cart
  • Logging in or registering a new user account
  • Completing the purchase
  • Accessing the Course

In this article

Browse the Course Catalog

Be sure to review our guide to Building a Course Catalog.

1

Potential Students can browse through your Course Catalog listings to find the Course they want. 

2

When they find the Course they want, they can select Add to Cart.

3

The Shopping Cart will display. Students will have the choice to continue shopping or proceed to checkout.

4

Students will be directed to either login or create a new account before heading to the checkout page.

Checking Out as a Single User

1

Students will have a chance to review the contents of their shopping cart.

2

In the case of a free Product, Students can proceed to place their order.

3

If coupons are enabled, the coupon code can be applied before the payment is made.

4

For a paid Product, billing information must be entered. First, a billing address.

If a Student has their address saved in their account settings, these fields will auto-populate. 

After a first purchase has been made, this address will be saved in the Student's account settings.

5

Credit card information is entered next.

Stripe, Authorize.net, and Braintree by PayPal are the payment platforms available for integration. It is possible to use more than one, or all together if you wish. The Student would be allowed to choose their own checkout method at time of purchase.

6

When the purchase is complete, the Student will be returned to their homepage inside the account. The Courses purchased in the Product will now appear in their My Courses section.

Checking Out as a Group/Bulk Purchasing

1

If seats for a course need to be purchased in bulk, a user can indicate they are buying for a group on the signup page.

2

The user account created at sign up will have Group Admin permissions. The user will be named as the Group Admin for the group of Course seats being purchased.

3

A Group Admin is able to change the quantity of Products on the checkout page.

4

In the case of a free Product, Students can proceed to place their order.

5

If coupons are enabled, the coupon code can be applied before the payment is made.

6

For a paid Product, billing information must be entered. First, a billing address.

If a Student has their address saved in their account settings, these fields will auto-populate. 

After a first purchase has been made, this address will be saved in the Student's account settings.

7

Credit card information is entered next.

Stripe, Authorize.net, and Braintree are the payment platforms available for integration. It is possible to use more than one, or all together if you wish. The Student would be allowed to choose their own checkout method at time of purchase.

8

Once the purchase is completed, the Group Admin will then be able to manage the group and enroll Students in the purchased seats for the Courses.

eCommerce Emails

For more information on automated eCommerce emails , please review our guide: Automated eCommerce Emails

1

When a purchase has been completed, automated emails will be sent to both the new Student and the Admins.

2

The eCommerce email settings can be found in the dashboard at Settings > Email > eCommerce

3

Admins have the option of setting up and receiving emails for the following order notifications:

  • New Order
  • Failed Order
  • Pending Payment
  • Refunded Order
  • Failed Subscription
4

Students will receive a Primary Recipient version of the New Order email when they complete a purchase.

5

The account Admin or any other CC'd addresses will receive an Other Users to be Notified version of the New Order email when a new purchase is completed.

Customize Checkout Pages

1

It's possible to customize both the Cart page and the Checkout page. Both can be found in the dashboard at Site Pages > Pages.

2

Premade Checkout and Cart pages are available for use, but you have the option to create your own pages by selecting the Create Page button.

3

If you chose to create a new page, you need to assign the new page in the Site Page Identification. This can be done in the dashboard at Settings > General.

4

When editing the Content area of your pages, you must include the premade snippet necessary for the page. There is a Checkout Component snippet and a Shopping Cart Component snippet. They are found by selecting + > Snippets.

Next Step

Up next, you'll want to review our guide on managing orders and invoices: