How to Create a Checkout Page

Welcome to Spiffy Checkouts!

In this overview, we will give you a quick look on how to create a checkout. The overview will go through the initial steps to get your checkout started and up and running! Be sure to check out our Visual Checkout Editor Overview to see all the options and abilities you will have to enhance your checkout after creation!

You can create standard checkouts for one-off products that users buy for a one time fee, or you can set up checkout for subscription products for which users pay a recurring fee. You can also include multiple subscription options within the same checkout. Spiffy also lets you add an upsell product or an order bump in your checkout.

We have a Checkout Creation Flow that guides the initial setup of your checkout to get you up and running fast!
Once you are in the Spiffy Editor, you have full flexibility to change whatever you want.

In this article, we’ll give you step by step instructions to create awesome checkouts with Spiffy.

Here is a sample checkout page that I created in under a minute…

You can also create a more detailed checkout like this...

How To Create a Standard Checkout (Single-Pay & Payment Plans)

Once you’re logged into your Spiffy account, you can follow these steps for creating your checkout:

Step 1: Create Your Initial Checkout Page

  1. Click the ‘Checkouts’ tab
  2. Click the “Create New Checkout” button

  3. Give your checkout an Internal Name for future reference. Your customers will not see this on the front end.

  4. See if the URL of the checkout is unique or available, meaning you don’t have another checkout that uses the same link. Spiffy will detect it for you, and you can see the notification as highlighted in this screenshot.

    If the URL is not unique, you can simply click into the ‘Checkout Link’ field and edit the URL.

    Then click the “Continue” button

  5. Select if you want to create a checkout for a one-time payment product or a subscription product. In this example, we will show you how you can create a checkout for the one-time payment product. Select “Standard” option on the left.

    We will cover how to create a checkout for a subscription product later in this article.

  6. Add the basic offer details including the offer title, a short description of the product and the offer price. This will be displayed to the end user. Then click the “Continue” button.

    This is how your customers will see these basic details on the checkout…

  7. Upload an image for your product and click the “Finish” button. If you don’t want to add a picture, you can click the “Skip & Finish” option. Once you upload the image it will show up on your checkout like this…


    Congratulations! Your checkout page is ready now.

Important: Your checkout will not save until you complete the above steps and click the  “Finish” button. You’ll be able to make changes to the checkout after you save and create the checkout.

Your potential customers will be able to access the checkout from the link highlighted in the below screenshot.

If you want to edit your checkout further and add advanced features like payment plans, upsells, and integration triggers, continue to the Spiffy Checkout Editor to make those changes. 

Be sure to check out our Visual Checkout Editor Overview for more info on the features and abilities available in the editor!

Once you've made all your changes in the Editor, be sure to hit the "Publish" button (in the upper right corner of the editor), to save all your content and settings.

Once you click the “Publish” button in the upper right corner, you’ll see a confirmation popup like this. If you want to do more changes, you can click the ‘Back to editor’ button, or you can click the ‘Exit editor’ button to exit.

How to Create a Checkout for Subscriptions

The process for creating a checkout for a subscription is slightly different than creating one for the one off product.

In this section, we will try to explain how you can create a checkout for a subscription product. We will list step by step instructions with screenshots for clarity.

Step 1: Create Your Initial Checkout Page

  1. Click the ‘Checkouts’ tab

  2. Click the “Create New Checkout” button
  3. Give your checkout an Internal Name for future reference. Your customers will not see this on the front end.
  4. See if the URL of the checkout is unique or available, meaning you don’t have another checkout that uses the same link. Spiffy will detect it for you, and you can see the notification as highlighted in this screenshot.

    If the URL is not unique, you can simply click into the ‘Checkout Link’ field and edit the URL.

    Then click the “Continue” button
  5. Select the “Subscription” product type

    Add the basic offer details including the offer title and a short description of the product This will be displayed to the end user. Then click the “Continue” button.
  6. Next, you will be able to select or set up available Subscription Plans for your checkout. The way that Subscriptions work in Spiffy is, a Subscription Product is created, and then you create 'Plans' (ex: Monthly, Annual) for the Subscription Product.

  7. To create a new product and plan options, just click 'Create New' to open the Subscription Product & Plan creation options

  8. If you are creating a 'Plan' for an existing Subscription Product, just select the existing Subscription Product from the 'Step 1' dropdown, and proceed to the 'Create Plan' step. 

    If you need to create a new Subscription Product, click 'New Subscription' and enter your Subscription Product name. (shown below)

  9. After creating a new Subscription Product or selecting an existing Subscription Product, it will appear in the 'Step 1' dropdown. Now you are ready to create your first plan in the 'Step 2. Plan Creation' section. Just enter a plan name (ex: Monthly) a price, and select the appropriate payment frequencey, and click 'Create' to save your changes.

  10. You will see your plan appear here:

  11. You can create additional plans for your Subscription Product (ex: an Annual plan) by clicking in the 'Select or create subscription' dropdown and selecting 'Create New' again. This time, you will just select the existing Subscription Product instead of creating/naming a new one.
  12. Some additional options before continuing: If you click on one of your plans, you will have the option to edit the Plan label, add a Callout (ex: Best Value) and select which plan would be selected by default on the Checkout. Once you are finished, just click 'Continue' to proceed.

  13. Finally, you can upload an image for your product and click the “Finish” button.

At this point, your checkout page has been created and is ready to take payments! You can now proceed to the Visual Checkout Editor to enhance and further customize your checkout by clicking the 'Edit Checkout' button
Be sure to head over and watch our Visual Checkout Editor Overview to see all the features and options available to enhance your checkout.

If you have any questions, we are here to help! Send us an email at support@spiffy.co

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