What you will accomplish

You will walk through checkout exactly as a customer would and confirm the cart, contact fields, and staff follow-up locations are correct before you share a marketplace link.

Overview

Use this guide before customers buy products, services, memberships, or storage plans from your marketplace.

When you finish, your team will know the marketplace item is visible, the checkout page is understandable, and staff know where the purchase or request will appear.

This is important because checkout touches customer trust, money, email, and staff follow-up.

Before you start

• Marketplace is turned on in Settings > Website & signup.
• The product, service, membership, or storage plan is active in Payments > Products and services.
• The item is marked visible for marketplace display.
• The price, billing schedule, and description have been reviewed by a manager.
• Payment processing is ready if customers will pay online.

Step 1: Open the marketplace as a customer

Open your public product marketplace link.

It usually looks like:

/facility/your-facility-name/marketplace/products

You can also open it from Marketplace or from the public facility page.

Check:

• The item appears on the page.
• The item name is clear.
• The price is correct.
• The short description explains what the customer receives.
• The page does not show private or unfinished items.

Expected result

The customer can quickly understand what is being offered and whether it is a one-time or repeating charge.

Step 2: Open the item details

Click the product, service, membership, or storage plan.

Review the details page before adding the item to the cart.

Check:

• The description is written for customers, not staff.
• The price and billing schedule match what your team expects.
• Any photo or image helps the customer understand the offer.
• The button text is clear, such as Add to cart.

If the details are wrong, update the item in Payments > Products and services, then test again.

Step 3: Add the item to the cart

Click the button to add the item to the cart.

If the cart opens or updates, review:

• The item name is correct.
• The quantity is correct.
• The total is correct.
• Repeating charges clearly show the schedule, such as monthly.

Expected result

The cart shows exactly what the customer intends to buy.

Step 4: Open checkout

Click Checkout.

The checkout page asks for customer contact details before payment.

Review:

• The facility name is correct.
• The cart summary is correct.
• The page asks for the customer's email, first name, last name, and phone if needed.
• The next button is clear.

Step 5: Complete the safe test path

Follow your team's approved test process.

Depending on your setup, checkout may:

1. Send an email verification code

   The customer may need to confirm their email before payment. This helps your team attach the purchase to the right customer.

2. Collect payment online

   If payment is enabled, the customer completes the payment step. Test this only with approved test payment details.

3. Create or update a customer record

   The checkout flow may create a new customer or connect the purchase to an existing customer.

4. Show a success page

   The customer should see a clear confirmation after the action is complete.

Expected result

Your team knows what happens after the customer clicks checkout and can explain it in simple words.

Step 6: Confirm the staff result

After the test action, return to the staff dashboard.

Check the places that match your setup:

• Contacts for a new or updated customer.
• Payments > Invoices for customer billing records.
• Payments > Recurring if the customer bought a repeating plan.
• Inbox if your team sends follow-up messages from the app.

What success looks like

• The public marketplace shows only approved items.
• The cart and checkout totals are correct.
• The customer understands what information to enter.
• Staff know where the purchase, customer record, invoice, or subscription appears.
• Your team tested the full path before sharing the link publicly.

Troubleshooting

What to do next

After checkout works, add the marketplace link to your public facility page, your website, and any customer instructions that mention online purchases.