Create a custom Checkout

To create a custom web form, complete the following steps:

Step 1: Create a checkout

  • Click on the Checkouts app.
  • Click on the “+ Add Checkout” button.
  • Enter the event URL from Altru.
  • Click on “Next”.
  • Click on “Create Checkout”.

Step 2: Configure design settings

  • Click the “pencil” icon or the name of the created custom checkout.
  • Click on the “Settings” tab in the top navigation menu.

Step 3: Add a custom image for the Upsell & Store Front 700x600 pixels.

Step 4: Select the correct category from the drop-down menu.

Step 5: Add a description to the Checkout.

Step 6: Shortcut links

  • Altru webforms - This link shows the original view of the webform in Altru.
  • Web preview - This link shows a preview of what the checkout experience will look like with Checkouts.

Step 7: Enable the settings needed

Shared

  • Feature the checkout in the Store Front.
  • Custom language.
  • Skip the login step.

Tickets

  • Date selection.
  • Time selection.

Memberships

  • Disable gift membership option.
  • Requires the user to be logged in.
  • Auto-select renew membership.

Donations

  • Memorial and Honorary Gifts.

Events

  • Restrict to one registrant.
  • Register later option.
  • Digital waiver.
  • Limit the number of consecutive visits.
  • Limit registrants to the number of members in the membership.

Upsells

  • Select the necessary Checkouts from the drop-down menu to be an upsell to this Checkout.

Step 8: Design and content changes

  • Click on the “Designer” tab in the top navigation menu.
  • Add an image 650x150 pixels.
  • Edit the fields where the “pencil” icon appears if needed.
  • The designer’s top banner provides a preview of how the form displays across different devices.
  • The bottom-left corner features options to open the design in a new tab, reload the preview, and save changes.
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