Review the customer checkout before launch
Use this review before sharing a new shop or offer. It focuses on customer-facing content and choices that your team configures.
Before you start
Have these decisions ready:
- the public shop URL customers will use
- the offers and pages you intend to publish
- the customer and attendee information you need to collect
- required legal documents and waivers
- the live payment methods customers should be offered
Keep the shop restricted and offers hidden while the content is still being edited.
Review offer presentation
Open the shop or its preview and review the content your team maintains:
- offer name, description, image, venue, date, and time
- customer-facing price-category names and amounts
- page placement, categories, tags, and translations
- whether the offer should be published, hidden, or restricted
For an offer that should be listed but is missing, see An offer is missing from the shop.
Review cart choices
Review the choices customers can make for the offer:
- available dates and times
- price categories and quantity limits
- attendee or booking questions
- included or optional sub-products
- voucher or discount-code entry, when used
These choices come from the offer, price, sales-channel, capacity, and data-collection settings. Correct the source setting rather than documenting a workaround for a wrong result.
Review checkout content
Open Checkout configuration and the offer's data-collection settings. Confirm the policy decisions your team owns:
- which customer details are required
- which questions apply once per booking or once per attendee
- whether guest checkout or customer sign-in is available
- which legal documents require acceptance
- whether a waiver is required
- which confirmation wording and translations customers receive
Ask only for information your organization needs. Required questions add friction and can prevent a customer from continuing until every answer is complete.
Review payment choices
In Admin > Payment and the shop checkout settings, select the intended live provider and payment methods. Some methods depend on provider support, customer eligibility, currency, country, device, or domain. Use Payment setup overview for those constraints.
Do not create unnecessary real charges as part of launch review.
Publish when the configuration is ready
When the customer-facing content and policy choices are approved:
- Remove Hide from shop only for offers that should be listed.
- Publish the intended shop pages and theme changes.
- Remove Require staff login only when the shop should be public.
- Share the public shop URL.
Expected result
The published shop presents the approved offer content, choices, customer questions, legal requirements, and payment methods.
Troubleshooting
| Problem | What to check |
|---|---|
| Shop should not be public yet | Require staff login, page publication, offer publication, and Hide from shop. |
| Offer is missing | Publishing state, Hide from shop, shop sales channel, page builder offer list, active prices, sales period, inventory, and capacity. |
| Checkout asks the wrong fields | Checkout configuration, event data collection, attendee questions, waiver setup, and legal documents. |
| Payment method is missing | Provider support, connection and live mode, currency, country, domain, customer eligibility, and the shop's payment configuration. |
