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What you will accomplish

You will walk through checkout the same way a customer would—from the product list to the cart to the contact form—and confirm names, prices, and staff follow-up locations are correct before you share a marketplace link.

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When to use this guide

Use this guide before customers buy products, services, memberships, or storage plans from your product marketplace. Run this test when:
  • You turn on the product marketplace for the first time
  • You add a new paid plan or change a price
  • A customer reported confusion at checkout
  • You are about to put a marketplace link on your website or in an email
Test before you share the linkA wrong price or a broken checkout step can hurt customer trust. A five-minute test in a private browser window is much easier than fixing upset customers later.

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Before you start

Do not charge a real customer by accidentUse your facility’s approved test process for card payments. If you are not sure how to test safely, ask your facility owner before completing payment.
1

Open Website & customer app

Go to Settings > Website & customer app.
2

Copy the product marketplace link

On Settings > Website & customer app, find Shareable links near the top.Click Copy on the Marketplace card, then open that link in a private browser window and choose Products in the menu.You can also copy Main page and add /marketplace/products to the end of the address, or open Marketplace and click View marketplace, then Products.Expected result: You have the customer-facing products link, not a staff dashboard address.

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Step 2: Open the marketplace like a customer

1

Use a private browser window

Open the copied link in a private or incognito window—or a browser where you are not signed in to the staff dashboard.Why this matters: Customers never see your staff sidebar. You should see what they see.
2

Scan the product list

Check:
  • At least one item appears
  • Names are clear (for example, “Monthly Climate Controlled Storage”)
  • Prices match what your team expects
  • Descriptions explain what the customer receives
  • Draft or internal-only items are not visible
Expected result: A customer can understand what you sell without calling your office.
Public product marketplace listing storage plans with prices and short descriptions on a populated demo facility
Start on the product list. If nothing appears, fix the product in Payments > Products and services before you share this link.

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Step 3: Open the product and add it to the cart

1

Click the product card

Open the plan or service you want to test.Some products offer more than one price (for example, different storage levels). Click the option that matches what you want to test.If you only see Contact for pricing, the product may not have a pricing variant yet. Open the product in Payments > Products and services, click Add variant, save a price option, then test again.
2

Click Add to cart

Click Add to cart when the button appears.Expected result: The cart shows the correct name, price, and billing schedule (such as monthly).
Product detail page showing monthly storage plan, price option, and Add to cart button
Confirm the price and billing schedule on the product page before you add the item to the cart.
Shopping cart showing one storage product, quantity, and total before checkout
Read the cart summary carefully. This is what the customer agrees to pay.

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Step 4: Open checkout and review contact details

1

Click Checkout

From the cart or product flow, click Checkout.
2

Review Your Details

Checkout usually asks for first name, last name, and email first. Some facilities also ask for a phone number.Expected result: The customer knows which fields are required and what happens after they click Continue.
Marketplace checkout page showing contact fields, order summary with monthly storage total, and Continue button
Checkout ties the purchase to a person before payment. Confirm the order summary matches the cart. Check:
  • Your facility name is correct
  • The cart summary shows the right product and price
  • Repeating charges clearly say monthly or another schedule
  • Required fields are marked clearly

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Step 5: Complete your facility’s safe test path

Follow your team’s approved test process from here.
1

Fill in Your Details

Enter first name, last name, and email. Click Continue.Expected result: The page moves to email verification or payment—depending on your setup.
2

Verify email (if shown)

Check the test inbox for a verification code. Enter the code and click Verify & Continue to Payment (or similar).Why this matters: This step ties the purchase to the correct person before payment. If you skip this during testing, a real customer may get stuck here later.
3

Complete payment (if card payments are on)

Continue only with test card details your facility approves. Stripe may show an embedded payment form on the same page.Expected result: You see a clear success message when payment finishes.
4

Confirm staff follow-up locations

Sign back into the staff dashboard and check Contacts, Payments > Invoices, and Payments > Recurring if the customer bought a repeating plan.
Email code never arrivesCheck spam folders. Use a real email address you can access during testing. If codes still fail, confirm Settings > Communications is set up for your facility.

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Step 6: Confirm where staff will see the result

After your test, sign back into the staff dashboard and check the places your facility uses:
1

Open Marketplace in the dashboard

Go to Marketplace to confirm listings look correct from the staff side.Expected result: The same products or cars you saw on the public page appear here with the correct status.
2

Check Contacts, Invoices, and Recurring

Open Contacts, Payments > Invoices, and Payments > Recurring if the customer bought a repeating plan.Why this matters: Your team needs to know where the purchase lands before a real customer checks out.
Staff Marketplace page showing listed cars and products with status controls
After a test checkout, confirm staff can find the customer record and any invoice or subscription in the dashboard—not only on the public marketplace page.
Write down what you testedNote the product name, price, and date you tested. If someone changes the product later, run this guide again before the next public launch.

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What success looks like

  • Only approved items appear on the public marketplace.
  • Product, cart, and checkout totals all match.
  • A customer can complete contact details without confusion.
  • Staff know where the customer record, invoice, or subscription will appear.
  • You tested the full path in a private window before sharing the link.

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Troubleshooting

The item does not appear on the marketplaceOpen Payments > Products and services. Confirm the item is active and marked to show on the marketplace. Also check marketplace settings in Settings > Website & customer app.
The product says Contact for pricingThe product needs at least one pricing variant with an amount and billing frequency. Edit the product in Payments > Products and services, add a variant under Pricing variants, then test again. See Manage products and services.
Checkout says the cart is emptyReturn to the product page and click Add to cart again. Private browser windows sometimes clear the cart when you close them.
Payment does not loadCheck Settings > Billing and Connect payment processing. Online checkout cannot take card payments until processing is set up correctly.
A customer is confused by the priceUpdate the product name or description to explain the billing schedule—for example, “Monthly Climate Controlled Storage” instead of only “Storage.”

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What to do next