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Overview
 

Guest Checkout functionality allows users to checkout without logging in or creating a user account. Most commonly used for a B2C audience, the feature allows the user to input all delivery and payment info at checkout. They can choose to create an account during this time, or remain a guest.

 

 

Step-by-step guide

Guest Checkout can be enabled for your B2C site quickly and easily via the CMS. Simply follow the steps below.  

  1. Login to the CMS.
  2. Navigate to Settings --> Website Features.
  3. Click the grey minus icon to enable Guest Checkout. 
  4. Verify that the icon changes to a green tick, and an 'Edit' button appears for the feature.
     
     
  5. Click 'Edit'.
  6. Select the role(s) that should utilise the Guest Checkout template (most common application is the 'Public', pre-login role). Guest Checkout should not be enabled for B2B, Accounts, or Administrator roles.

     
  7. Click 'Save' to save changes and stay on the page, or 'Save and Exit' to save changes and return to the Features index.

 

Congratulations, Guest Checkout is now enabled! 
 

Customisation

Once Guest Checkout has been turned on, you may wish to customise the look and feel. The Guest Checkout Template becomes available in the Content menu once the function is enabled.

To edit the template: 

  1. Login to the CMS.
  2. Navigate to Content --> Standard Pages.
  3. Select the 'Guest Checkout Template'. 
     
  4. The default widgets will be listed in each of the zones.
  5. Drag and drop widgets to different zones to reposition them in the layout. 
     
  6. Click 'Edit' on any of the widgets to configure options as required. 

 

When a user checks out as a guest, they are offered the option of creating an account at the same time. The system searches for the email address and if not found, creates a login based on the data supplied. 

If the email address IS found, the user is sent an email advising that they already have an account. This email template can be customised if you wish to change the content.  

  1. Login to the CMS.
  2. Navigate to Content –> Emails. 
  3. Select the 'User Exists Email' template.
  4. Click the 'Test Email' button to send yourself a copy. 
     
  5. Review the content of the email and determine whether changes are required.
  6. The default widgets will be listed in each of the zones on the template. 
  7. Drag and drop widgets to reorder them in the layout. 
  8. Click 'Edit' on any of the widgets to configure options as required. 
  9. Click the 'Test Email' button to send another copy for review.
     
     

 

 

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