In this guide, we’ll walk you through each step to configure a Checkout. Learn how to:

  • Choose the appropriate template and checkout type for your goals.
  • Design a Checkout.
  • Link a Product to a Checkout.
  • Grab a link or embed code to share your Checkout.

  Before getting started

To get started smoothly, you’ll need:

  • A published Product
  • A payment processor connected
  • An idea of how you want to display the checkout (page, pop-up, or embedded on a page)

To begin:

  1. Navigate to Sales > Checkouts in your account.
  2. Click + Checkout in the top right corner.

Configure the Checkout

The first step is to choose what kind of checkout you want and the product it will sell.

  1. Name your checkout. This is for your own internal use.
  2. Choose the checkout type: Kartra-hosted, pop-up, or embedded.
    • Pro-tip: You can copy your Checkout page’s direct link and use it in emails, ads, Kartra Memberships, or on other websites. 
  3. Pick a layout template. This controls the overall look and structure of the page or form.
  4. Link your Product.
  5. Click Create to continue.

In the Checkout setup, click through the tabs to update the configuration.

  1. Choose your color palette and theme in Checkout design.
  2. In Settings: Give your checkout and an official name and description (public).
    • Pro-tip: If you’re using bump offers and want to avoid confusion, check the box to use the checkout’s official name as the payment description in the bank statement.
  3. In Payment: Select the payment method your checkout will use — such as PayPal or a credit card processor.
    • To enable Apple Pay, Google Pay, and Klarna, a Stripe Connect integration must be selected here.

Important!

Payment options will only appear here if you've already set them up in your Settings > Integrations. If you haven’t done that yet, you’ll need to connect your payment processor first.

External embeds

If you have an external website, you can use the embed codes available for embedded and pop-up checkouts (a button prompting a pop-up).

To find your checkout embed codes, access the Code tab of your checkout’s settings. (Available only for pop-up and embed checkout types.)

Links

If you created a Kartra-hosted checkout page, you may wish to share a direct link to it either via email, behind an ad, or in a Membership. 

To grab a Checkout’s link:

  1. Go to Sales > Checkouts
  2. On the right side of the relevant Kartra-hosted checkout, click on the cart icon button. (Note: Checkout must be published to display this icon.)
  3. A pop-up will show and enable you to copy the link. 

Pro tip

You can use different checkout types on the same page. For example, add a visible embedded form on a section and a pop-up triggered by a button on another section.

Test your checkout

  1. Visit the page where your checkout is active:
    • Kartra-hosted: Get the direct URL from your checkout settings in your browser.
    • Pop-up or embedded: Get the URL for the page where you placed the checkout.
  2. Click the button (for popup) or fill out the form.
    • Review the form as you go to make sure everything looks as it should.
  3. Enter your details and submit a payment to test that the processor is working correctly. You can refund any payments you make for testing later.

To test Apple Pay or Google Pay:

  1. Make sure Stripe Connect is linked to the Checkout.
  2. Use a browser where the wallet is active (like Chrome for Google Pay).
  3. Use a device where the wallet is available (like iOS for Apple Pay)

To test Klarna:

Klarna will appear automatically in any browser if:

  • Stripe Connect is linked
  • A one-time payment option is available
  • Klarna has not been manually turned off

Important: Klarna is not supported for subscriptions or multi-payments.