Getting Started
Styling & Customization
Checkout Settings
Order Management
Reporting & Analytics
Customer Portal
Custom Webhooks

Account Overview

Spiffy Checkouts is a very powerful tool that has a lot of nuanced features and settings. This is meant to give you a broad overview of what features are available to you, and what settings are active/inactive by default.

Taking Payments

Taking payments requires two main components, the user experience of entering payment information, and the backend processing of payment information.

Spiffy Checkouts makes it easy to create a seamless user experience, and integrate Stripe and PayPal to process payments.

In order to start taking payments, it’s important to familiarize yourself with both:

  • Gateway settings
  • Checkouts & Flows

The fastest way to get up and running with Spiffy Checkouts is to connect your Stripe account and jump into learning some of the basics of our Checkout Visual Editor settings.

Gateway Settings

The first step to getting started with your Spiffy account is to connect your Stripe and/or PayPal account. Spiffy’s core functionality is taking payments, so it’s required that you have at least one gateway integration connected. We support Apple Pay, Google Pay, and Link Autofill on our hosted checkouts via your Stripe account.

Note: Apple Pay and Google Pay are not supported in embeds. This is a limitation of Apply Pay and Google Pay, not Spiffy.

If you are selling any type of product or service using our Subscription features, you will want to be sure to use Stripe only for subscription payments. You can hide PayPal as an option on specific checkouts, but have it connected at the account level.

View your Gateway Settings.

Checkouts & Flows

Checkouts and Checkout Flows are where you build checkout pages and upsell flows to sell your products and services. We’ve built Checkouts and Flows to be extremely flexible and powerful, making it possible to create advanced checkout experiences without having to write a single line of code.

Even if you don’t use Flows, Spiffy Checkouts have been built to drive results for your business. Spiffy is the first Checkout platform to be built from the ground up to be mobile-first and optimized for conversions.

We’ve leveraged over 57,000 hours of independent third-party e-commerce research to design our base checkout, and ensure a streamlined user experience.

Learn how to create your first Checkout.

Key Features for Checkouts & Flows:

  • Simple Checkout – Just email & credit card details
  • Custom Input Fields
  • Options
  • Subscriptions
  • Payment Plans
  • Addons
  • Upsells
  • Purchase Automations

Learn more about Checkout Editor.

Integrations & Automation

One of the most valuable aspects of Spiffy Checkouts is our industry-leading direct integrations, and the ability to trigger actions in connected apps based on a wide variety of both Purchase and Billing-related events.

It’s not required that you use and/or connect other apps to Spiffy, but integrations and automations are extremely powerful features that can add massive value to your business by streamlining both internal processes, and customer communications.

Important Integration Types:

  • Direct CRM / Marketing Automation
  • Direct Content Delivery (Courses)
  • Marketing & Analytics
  • Taxes
  • Zapier

Important Automation Types:

Actions that you can set up via integrations are unique for each integration. Automations that are triggered in directly connected apps (or via Zapier) are called Integration Actions.

Integration Actions can be triggered on a variety of events in each Automation Type; Purchase-related events and Billing-related events.

We have documentation showing the integration actions available to you for all of our direct integrations, that show what actions you can take on Purchase Events and Billing Events.

If you have any questions about how to set up your checkouts and customer experience, we are always willing to help think through how to set up your checkout experience in combination with your integrations.

Orders & Order Management

Each time a customer purchases from a Spiffy Checkout, it will create an order record that is independent from the Checkout. Changes to the checkout (ex: the price of a subscription) will not retroactively impact orders that have already been created via that checkout.

Checkouts create Orders, and the two are not interlinked.

Once an Order is created, you can take management actions on that order; doing things like refunds (full or partial), upgrades and downgrades (Subscription), early payoff and extra payments (Payment Plans), and change next payment date (Subscription & Payplans), for a few examples.

Read more about Orders & Order Management here: