When your customer is excited and ready to buy, the Checkout Form in Smackdab is where the magic happens! This is the crucial step where all the necessary details are gathered to finalize their purchase quickly and efficiently. It's especially handy for businesses that handle payments or manage orders directly within the CRM.
Key Parts of Your Checkout Form – Designed for Simplicity:
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Customer Details (Who's Buying?):
Name
Email
Phone Number
Billing Address (Where to send the bill)
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Order Details (What Are They Getting?):
Product/Service Name (A clear list of their chosen items)
Quantity (How many of each)
Pricing & Discounts (All costs and savings, upfront)
Taxes & Shipping Fees (If these apply, they're clearly shown)
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Payment Information (How They'll Pay):
Important: You'll need to have Smackdab Pay set up to process payments.
Credit/Debit Card Details (Securely capture card information)
Payment Gateway Options (Offer popular choices like Google Pay or Apple Pay for easy payment)
Invoice Generation: An invoice is often automatically created once the purchase is complete!
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Helpful Extras (Additional Features):
Coupon Code or Discount Field: A spot for customers to enter those great promo codes you offer!
Automation: Many steps can be automated behind the scenes to make the process seamless.
Order Summary & Total Amount: A clear recap of everything before they commit, showing the final price.
Terms & Conditions Agreement: A simple checkbox for customers to agree to your terms.
Confirmation Button: The final click to say "Yes, I want it!" and complete the purchase.
With a well-designed Checkout Form, you provide a professional and straightforward experience, making it easy for customers to buy and for you to manage sales!