Agency & Freelancers

Stop chasing your clients every month with your invoices. There’s a better way. Spiffy Checkouts makes it easy for Agencies and Freelancers to manage revenue, so you can spend more time focusing on your best work, not all the busy work.

Checkouts

• Create a Checkout
• Checkout Editor
• Offer Title & Description
• How to Test Your Checkout

Ways to Structure Your Checkout

• Payment Plans – Break Out Payments Over a Specific Time-Frame
  • Payment Plans
  • Payment Plan Management
  • Intro to Customer Portal
• Subscriptions – “Retainer” Ongoing Payments with No End Date
  • Create Subscription Products
  • Add Subscriptions to Your Checkout:
    • As a Subscription Block
    • As an Options Block with Subscription Modifier
  • Setting Up Your Stripe Account
  • Intro to Customer Portal
  • View our Subscriptions Course
• Options – for Packages
  • Add Options to Your Checkout
• Addons – for Other Services
  • Create Addon Offers

Flows & Upsells

• Checkout Flows
• One-Click Upsells
• One-Click Upgrade (Subscription Upgrade)
• Thank You Pages
• Connections & Logic

Automation

• Purchase Automation (Checkout level)
• Subscription Automation (Subscription Group level)
• Billing Automation Overview
• Recovering Failed Payments

Integrations

• Intro to Integration Actions
• Integration Field Mapping

Reports

• Dashboards Overview
• Product Sales
• Failed Payments & Aging
• Cashflow Projection