Best practice setup tips
The online checkout experience is often where the guest experience begins. That's why it is so important to offer a smooth and easy buying process. We help you do just that with the ROLLER Progressive Checkout.
This article shows you how to set up the Progressive Checkout to suit your business needs, improve the guest experience and increase your conversion rates.
To make the setup experience quick and easy, make sure you first complete the three steps in the guide Prepare for your Progressive Checkout.
If you’re interested in switching to the ROLLER Progressive Checkout, contact your account manager or the support team to help you get started.
The checkout setup area
- From Venue Manager, go to Apps > Progressive checkouts > Create checkout.
- Enter the name of your checkout. This is the name used at the end of your checkout URL.
- Click Confirm. Once confirmed, you cannot change the name of your checkout.
- The checkout setup area opens at the Basics tab. There are three tabs to configure:
- Basics
- Customize the appearance of your checkout, and if using a home page, any home page widgets.
- Products
- Add your products to the checkout and control how your products and any add-ons display.
- Options
- Configure if your checkout is date-led or product-led, toggle the home page on or off and set up options for your products, details and payment pages.
Basics
From the Basics tab, you can start customizing your checkout appearance, and if you've decided to use a full-page checkout experience with a home page, creating any home page widgets.
Appearance
Here you can set the look and feel of your checkout.
If you've decided to use a home page with the full-page experience, this is the text that displays at the the top of your home page.
- Enter a home page title to greet your guests with. Make it something impactful.
- Enter a home page description. Tell your guests about the types of activities they can experience at your venue.
If you’ve decided not to use a home page for your checkout, you still need to fill these fields out to save your checkout.
By default, your existing venue logo and background image is used for your checkout. These display in the top banner of the checkout (hero image). You can also override these images with ones that add more visual appeal and reflect your brand.
To override the default logo or background image:
- Select the override checkbox
- Hover over the existing logo or background image
- Click Upload file to replace the image file
You can change the checkout button and text color to match your branding.
You can adjust the overlay color that sits between the background image and text at the top of your checkout home page to make your text stand out and easier to read.
Watch this video from our Academy to see how to set up your checkout appearance.
Home page widgets
From here, you can control what products and widgets display on your checkout home page. You don't need to complete this section if you're not using a home page.
To add a widget:
- Click + Add widget.
- Select the type of widget you would like to add to your home page.
There are three types of widgets to choose from: product carousel, call-to-action and featured carousel.
Here's a video from our Academy to help you understand the difference between the three types of widgets and how to set them up.
With the product carousel widget, you can showcase groups of products and offerings on your home page. The product carousel can show up to 8 products and looks best when showing 4 or 8 products.
To add a product carousel widget:
- Enter the carousel title
- Select the products to showcase. You can select:
- A specific category from product categories you've already set up. All products within the category are automatically pulled into the widget
- Specific products. Search for and add each of your products individually
- Click Apply
Creating product categories before you set up product carousel widgets makes it easy for you to configure and update these widgets.
- Create one category for each product group you want to showcase on the home page using the product carousel widget (eg What's hot).
- Then any new products assigned to this category automatically show up in the product carousel group on the home page (up to a maximum of 8).
With the call-to-action widget, you can link to a product in your checkout, such as a pass, membership or gift card, or an external URL such as a promotion or special event on one of your website pages.
- Enter your headline and description
- Add your button text (eg Show me)
- For the button link you can paste a link to an external URL or select a product (eg membership) you’re currently selling. If pasting a link, you'l be asked to confirm the link
- Add an image file (optional):
- Recommended 2:1 image ratio
- Maximum file size 1MB (JPG, PNG or GIF)
- Change the background color for the widget and your text color (optional)
- Change the button color and text color to match your branding (optional)
- Click Apply
Similar to the product carousel, you can use this widget to showcase a group of products, but in a larger carousel. It gives you the ability to add more context to the product you are showcasing by describing it.
This widget looks best with 2 or 3 products, with a maximum of 3 products.
To add a call-to-action widget:
- Enter your carousel title and description
- Change the background color for the widget and your text color (optional)
- Search for and select individual products
- Click Apply
Products
From the Products tab, you can set up which products and add-ons are available for guests to purchase on the products page and how they display to your guests.
Products page
Here you can control what you show on your products page and whether your products are grouped by category.
You have two options when selecting products for your products page. You can:
By selecting specific categories, your products are automatically grouped into categories on your products page. To do this, you must first set up your product categories. Refer to the guides Prepare for your Progressive Checkout and Create your product categories.
To group your products into categories on the checkout products page:
- Select Specific categories
- Search for and select the categories to add
- Click Apply
- Click Save changes
By selecting specific products, your products won't be grouped by category on your products page. Your products are displayed as one list. This may be suitable if you don't have a lot of products.
If you don't need to group your products in categories on the products page:
- Select specific products
- Search for and select your products
- Select Apply
- Click Save changes
Take a look at this video on our Academy to see how to set up your products in categories or as a single list.
Add-ons
If you linked any add-ons to products when setting your products up, they appear below your product selections on the Products tab. From here, you configure where the add-ons appear in your checkout.
Watch this video on our Academy to see how to set up your add-ons.
You can show your add-ons in two positions in your checkout:
To toggle add-ons on or off for each checkout position:
- From the Products tab, scroll down to view any add-ons based on your product selections
- Click Edit next to the add-on you want to change
- Toggle the positions on or off
- Click Apply
- Click Save changes
Preview your checkout
Once saved, you can preview your checkout. Select View checkout in the top right of the page to preview how your checkout looks.
The checkout opens in a new browser tab. You can move between the Home page and the Products page to preview each page.
Options
From the Options tab, you’ll find several options to customize your checkout pages further.
Tale a look at this video on our Academy for some of the key options here.
Do you want your guests to first select a date or a product?
- Date-led checkout
- Select this option if you want your guests to select a date to view product availability. The date defaults to start on 'Today' or the next available date.
- You also have the option to start the date selector on a predefined date. If this option is selected, the date selector only shows on the products page (not on the home page). You can also choose to hide the date selector for this option from the products page.
- Product-led checkout
- Select this option if you want your guests to select a product first and then select a date.
Do you want a home page for your full-page checkout experience?
The home page can be toggled on or off depending on your venue's needs for a full-page checkout experience. If disabled, guests land on the products page first.
If using an overlay experience, your checkout starts on the products page.
You can choose to:
- Add a message box to inform guests of anything they need to know before they add items to their cart.
- Display a ‘call to book’ message with a phone number link for guests to call when viewing session products after online sales have closed.
- Show how many tickets are remaining on session time buttons.
You can choose to:
- Add a message box to inform guests of anything they need to know before submitting their details and payment.
- Require your guests to add their postcode or zipcode.
You can choose to:
- Show a booking timer to notify guests of the time left to submit payment details. All active carts expire after 10 minutes of inactivity.
- Override your venue's default fees for purchases.
Check out our Academy to learn more about how to prepare for, create and share your Progressive Checkout.