We have fine-tuned this 5 step configuration process to make CheckOut Page even smoother and more user-friendly.

Identifying Missing Information

Previously, identifying missing fields in the configuration process could be a bit challenging. We've taken this feedback seriously and have made significant improvements. Now, any missing information or fields will be clearly indicated with a noticeable red highlight. This means you won't accidentally skip over important details, ensuring your configuration is complete and accurate.

Real-Time Data Validation

In the past, errors in configuration might not become apparent until after you click the Validate and Save button. With our revamped Checkout Page, we've implemented real-time data validation. This means that any errors or inconsistencies are caught in real time as you input information. The system will prompt you to correct the error immediately. A green check icon confirms the data entered are complete.

Introducing Flexible Start Dates

One of the most exciting additions to our Checkout Page is the introduction of Flexible Start Dates. We understand that every customer has unique needs, and one-size-fits-all start dates may not always work. With Flexible Start Dates, we empower your customers to choose when their subscription should begin. Whether it's immediate activation, a specific date in the future, or a date that aligns with their schedule, our Checkout Page now accommodates these preferences. This customization option enhances customer satisfaction and flexibility, making it even easier for them to subscribe to your services.

Here's an overview of the Checkout Page configuration process

Step 1 - Settings Tab
We reduce the fields required.

Step 2 - Checkout Design Tab

We keep the same existing fields.

Step 3 - Product Tab
When it comes to Memberships products, the Select Membership button simplifies the process of choosing the membership. You now have the capability to provide your customers with the option of starting their subscription immediately after purchase or setting a start date within a range of 1 to 4 weeks.

The Product option pertains to the items within the POS system. The Select Product button will allow you to pick a product. A pop-up box will appear, displaying your list of POS items.

Step 4 - Workflow Tab

There is a new option that enables you to override the lead source for existing clients who already have a lead source defined.

Step 5 - Call Action Tab

We maintain the current fields as they are. After successfully completing all five steps configuration process and marked with a green check icon, it's time to proceed by clicking the Save button.

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​We've also incorporated two more significant enhancements into our Journeys.

A new Clone button is added for easily duplicating journeys. When you use this feature, the duplicated journey will have the same name with "Copy" appended to it.
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The distinction between the cloned journeys lies in two aspects:

Please note that this Clone option is exclusively available for internal use and cannot be shared with other locations.

A new Settings tab is added. You have the ability to edit both the Journey Name and Journey Description. Be sure to click the Save button to apply the changes you make.
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​Please check this demo video for more information.
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