A step by step guide to setting up checkout forms for online sales in Rinsed
Important: To start selling memberships online, Rinsed requires read-write API access. While Rinsed can sell memberships across most point-of-sale systems, if you want to sell specific items, such as gift cards, single washes or wash books, please get in touch with your dedicated customer success manager or send an email to support@rinsed.co to inquire about eligibility
How to Create Checkout Forms
1. To create a checkout form, go to Checkouts > New Checkout Form
2. Name your checkout form. This name is only used internally and will not appear in the customer-facing form. Then optionally, add a redirect URL. Redirect URLs help you control your user's journey.
Rinsed Tip: We recommend creating a "Thank You" page and directing customers here.
3. Default Terms of Service must be enabled to set up your e-commerce form. To enable, check Enable Terms of Service. Custom Terms of Service can be copied into the checkout form itself. Although, custom terms will override your default settings. This feature is helpful for limited periods, such as promotions and fundraisers.
4. Select the server or Replication Group where your POS API is hosted. This will determine which products are available to purchase.
5. Under Edit Products, choose a product from the drop-down menu that you want to add to the checkout form.
6. Please input the name and price of the product in the designated field labeled Product Name. The format should be "Name ($/month)," e.g. "Basic ($14.99/month)." If no image is uploaded, customers will be able to see the name and price. Make sure that the listed price matches the amount charged in your point-of-sale (POS) system.
To add additional products to your checkout form, click the + Add Product button located towards the bottom of the checkout form and repeat the steps above.
7. After adding all of your products to your checkout form. Click the Create Checkout Form button located towards the bottom of the form.
Preview & Embed Checkout Forms
When you make changes to your checkout form, you can preview them before updating it under Preview. Click the mobile or desktop button to switch between views. Click Test It Out Here to preview on a Rinsed hosted form. Copy and paste the complete HTML snippet under Preview to embed this checkout form on your website.
Editing Product Items
Select a new existing product from the drop-down menu or change the Product Name text to modify your products. All alterations will be visible in the Preview window prior to updating your Rinsed checkout form.
Updating Checkout Form
After you have made your edits, save your changes by clicking the Update Checkout Form button.
Re-Arranging Items and Deleting Items
Select the menu icon and drag and drop it to the desired arrangement to re-arrange the order of displayed product items. To delete an item, click the trash icon.
Please Note: Remember that any updates made to your checkout form will be instantly visible to your customers if it is embedded on your website. Also, don't forget to save any changes or modifications by clicking Updated Checkout Form.
Editing Confirmation and Abandoned Cart Emails
Click Email Templates in the top right navigation bar to edit confirmation or abandoned cart emails. Then, click on the email that you would like to edit.
Make all modifications in the email builder. Then, click Update Email Template to save your edits.
Special Configurations for Recent Members
Suppose you want to sell a specific product to those whose memberships were active within the last "X" months. To do this, click the user clog icon to customize the sale approach for this customer group.
To set up products for recently active members, choose a product from the dropdown menu that will be sold instead of the parent product listed above. Next, select the active period of the recent members from the dropdown menu.
Adding Images
To add an image to your product button, select Add Image, then choose a .jpg or .png file format image to upload. When the image has been uploaded, you will be able to view them in the Preview window. An image overrides the Product Name and Price field.
