The Checkout Form allows your customers to easily and quickly pay for appointments, events, tickets, and more via a direct link. This form displays all online payment methods enabled in your settings, providing a simple and streamlined payment experience.
You can configure the form in Appearance > Checkout Form > Your Form.
The setup includes two customizable steps:
Payment Method Selection
- Form title
- Amount due
- Invitation text encouraging customer to complete payment
- Buttons for each available payment method
- Warning message shown if a payment issue occurs
Post-Payment Confirmation
- Customizable text for successful payments
- Customizable text for payments that are still processing
How to Create a Checkout Form
1. Go to Appearance > Checkout Form and either select an existing form or click Add new form. Give it a name (e.g., My form).
2. Save the form to generate its shortcode. To copy it, click the menu button next to your form and select Copy shortcode.
3. Create a new WordPress page (or open an existing one) where you want the form to appear. Paste the shortcode into the page and save it.
4. Return to Appearance > Checkout Form > Your Form (e.g., My form) and paste the URL of your WordPress page into the Page URL field.
Advanced Options
Each Checkout Form can have its own set of active payment methods. For example:
- One form might use Square only
- Another could allow Stripe Cloud and PayPal
How Customers Use It
When you create an appointment with a payment in the backend, you’ll see a Copy checkout URL button next to that payment. Clicking it generates a link you can share with the customer (via email, messenger, etc.). Once the payment is completed, the status in Bookly updates automatically to Completed.
To include the checkout URL in notifications, copy the {checkout_form} code from the list of available codes and insert it into the email body. If you have multiple checkout forms, each one will have its own code.