FORMS: Checkout Form
Build and deploy payment-enabled forms in Unificus to streamline customer purchases and registrations.
What is a Checkout Form?
A Checkout Form simplifies purchasing while enhancing operational efficiency through intelligent automations. Recipients can browse and select from various items, add-ons, and packages you’ve configured. As they make selections, the total updates in real time, letting them see their choices instantly. This enables recipients to find options matching their needs and budget in one streamlined interface. The on-page payment feature allows immediate transaction completion.
You can place your Checkout Form directly in the portal, embed it on your website, or share via direct link. New contacts can also register and associate themselves with a company, including as a primary contact.
CLICK HERE to learn about all Form types.
How do I create a Checkout Form?
Go to the Forms section and select +Create Form.
You’ll then choose Checkout Form from the options. You can also click the icon next to +Create Form and select from the dropdown.
Now you’re ready to build. Start by entering a Form Title (“Untitled Form” appears by default).
Form Header and Footer
Add HTML content above (Header) or below (Footer) your Form.
Click the relevant arrow to expand the HTML Content Block.
You can then insert text, images, and other content. You may also click the CSS Class block to add custom styling.
Checkout Options
Available Gateway(s): Select your payment processor from gateways you’ve already connected to your account.
CLICK HERE to learn about Payment Gateways.
Custom Invoice Title: When payment is completed, an invoice is created with Paid status. Set the invoice title here. You can click the Placeholder icon {x} to insert dynamic placeholders.
Configure Checkout Options: Choose whether to offer Items and Add-Ons or Packages for recipients to select from.
For Items & Add-Ons, pick items from the dropdown. You can also limit how many items or add-ons a recipient may select.
For Packages, options switch to package-specific settings. Add your desired packages and optionally limit how many a recipient can choose.
CLICK HERE to learn about creating Items, Add-ons and Packages.
Add applicable Taxes.
Building your Form Fields
Your form includes default Form Blocks. Primary Email, First Name, and Last Name are required fields for all Checkout Forms and cannot be deleted, though you can reorder them and edit their names.
Each field displays icons indicating its type.
CLICK HERE to learn about Form Field Icons.
How do I associate a Contact with a Company?
Contacts may or may not be linked to a Company. To include Company information on your form, follow these steps.
When you add the field, click the arrow icon to expand its configuration.
You have several options:
Select a single existing Company and add all Contacts to that Company
If every form submission should register the contact to the same pre-existing company in your CRM, select that company from the dropdown. This works well for company-specific forms.
Allow the Contact to freely type in their Company Name
Enable “Allow open-ended input of Company name” to let recipients type their company name. The system attempts to match typed entries against existing companies in your CRM. Note that this matching isn’t perfect, and duplicates may occur depending on your match threshold.
TIP: Adjust your Company Match settings in CRM > Settings > Company Settings.
Enable open-ended input and automatic matching
This automatically inserts a Company field. When recipients fill it in, they’re matched to an existing company if a close match is found. By default, no new company is created if no match is found—you create new ones manually as needed.
Allow recipients to skip the Company field
If you work with both individuals and organizations, toggle this option so recipients can indicate they’re not representing a company.
Create Company if no match can be made
When a recipient enters a company name with no matching record, a new company is automatically created. That recipient becomes the primary contact.
Use the Company as the “Target” for Assignments and/or Automations
When enabled, all assignments and automations target the company rather than the individual. For example, Circle additions, automations, and marketing audience subscriptions apply to the company. When the primary contact enters the portal, they represent the company.
Prevent this Primary Contact from switching into “Individual Mode”
This prevents the primary contact from toggling to their individual portal. They stay in the company portal view.
This setting only applies to new contacts. Existing contacts require changes via their profile or bulk edit.
When enabled, the primary contact is hidden from most platform areas except the Contact List, preventing accidental automations or assignments to the individual rather than the company.
IMPORTANT: If you manually create a custom field named “Company” and add it to the form, it won’t function as described here. Use the default Company field provided by the platform, toggled via the option above.
CLICK HERE to learn about preventing a Primary Contact from switching into ‘Individual Mode’.
Custom Fields
Use the dropdown to select Custom Fields you’ve already created. You can also click Create Custom Field to add new ones.
CRM Contact Fields and CRM Company Fields show all available options, while Project Fields display only project-specific custom fields.
After adding a field, drag using the three bars to reorder, or click the red x to remove it.
CLICK HERE to learn about Custom Fields
To configure field settings, click the arrow.
Required: Input is mandatory; the form cannot be submitted without this field being filled.
Placeholder: The field accepts any data input.
Pre-Fill Value: The specified value appears by default in the field.
Read Only: The field is visible but cannot be edited by the user.
Hidden: The field is invisible and cannot be filled by the user.
Subtext: A secondary label. Use this for descriptions, examples, or helpful context.
Selection Actions: Form Field Choice Actions work with Radio Button, Checkbox, and Dropdown selection custom fields.
CLICK HERE to learn about Form Field Choice Actions.
CSS Class: Add custom CSS class names to the field for styling via custom CSS on the Link/Embed tab. Use commas to separate multiple classes.
CSS ID: Assign a CSS ID to target the field with custom CSS on the Link/Embed tab.
Field Styling & Layout Classes: Pre-made CSS classes let you customize fields without writing code.
Field Styling & Layout Classes
These pre-built classes help you design forms without custom coding. You can use up to 4 columns per row, mixing classes as long as percentages total 100%.
field_first - Use for the first column of a multi-column row.
field_half - Makes a field occupy 50% row width.
field_third - Makes a field occupy 33.3% row width.
field_fourth - Makes a field occupy 25% row width.
field_cb - Adds light grey background and padding.
field_important - Adds soft red background, red border, and padding.
Usage Guidelines: For two side-by-side fields, the left field needs two classes (separated by comma): field_first, field_half. The right field needs only: field_half. Mix classes as long as they total 100% width per row. Always include field_first on the first field of any row.
How Can I use Project Custom Fields?
Select a Project Custom Field via dropdown, or create one by clicking the + button.
After selecting, use the Apply To dropdown to specify which project receives the field.
Unknown Target
- Project Generator - Select your Project Generator. This is the only option for new contacts.
Known Targets
Three options exist for existing contacts:
- Project Generator - Select your Project Generator.
- Contact’s most recent Project - Adds the custom field to their latest project.
- Project Title Starting with the following - Search for and select a specific project.
IMPORTANT: Each Project Custom Field requires an ‘Apply to’ preference. Different fields can target different locations.
Advanced Blocks
Choose from the Advanced Blocks dropdown to insert a Content Block before, after, or between form fields.
Once selected, it’s automatically added to your form.
Click the icon to expand and then click Edit Content.
A WYSIWYG editor opens. Click the <> icon to switch to HTML mode.
You also have Embedded Options: toggle to hide content when embedded, or show only for staff submissions.
Choice Block: How do I customize a Contact’s registration based on their choices?
A Choice Block lets prospects or clients select different paths during registration. For example, offer subscription tiers at different prices, or assign contacts to different circles with unique content based on their selection.
Onscreen, this appears as a dropdown. The contact’s registration depends on which option they pick.
Select Choice Block from the Advanced Blocks dropdown.
It’s added with one choice by default.
IMPORTANT: Adding a Choice Block removes the “Form Actions” section. Instead, configure actions for each choice by clicking the gear icon.
Click the gear icon to set what happens when someone selects that choice—similar to a form where you pick Role, Coordinator, and optionally assign circles, apply generators, etc.
Click Add New Choice to create additional options.
The field displays as “Choice Block” with options selectable from a dropdown.
TIP: You can let contacts schedule appointments with specific generators in each choice. First, add an Appointment Block to your form for this option to appear.
Appointment Block: How can the Contact book an Appointment while signing up?
Allow users to schedule appointments during registration.
Select Appointment Block from the Advanced Blocks dropdown.
It’s automatically added.
Use the dropdown to set the default time zone for new contacts.
Go to the “Unknown” Targets settings section and add your Appointment Generator in the Appointment Scheduling area.
You can select multiple Appointment Generators via the dropdown.
HTML Blocks: How do I add my own content in addition to form fields?
Insert HTML Content Blocks to add text, images, videos, and more. Place them before, after, or between fields—add as many as needed.
Select HTML Content from the Advanced Blocks dropdown.
It’s automatically added.
Click the icon to expand, then click Edit Content.
A WYSIWYG editor appears. Click <> to switch to HTML mode.
Signature Block: How do I add a signature area field?
Use a Signature Block to quickly collect signatures on agreements, policies, or authorizations.
Open Advanced Blocks and select Signature Block.
After adding it, click the arrow to customize the text and labels shown to users.
You can add multiple Signature Blocks and customize each separately.
Ordering of the Form Fields
Rearrange fields by either clicking the three lines and dragging to reorder,
or clicking the field number and entering the correct order.
Contact Details for “Unknown” Targets
An “Unknown” Target is someone new to your CRM—they’ll be added once they complete the form.
You must configure how this new contact enters your CRM.
IMPORTANT: Decide if you want a Choice Block before filling this section. If you add one, this section moves into each Choice Sub Block instead.
The Role defaults to Client (since this form accepts payments). Add a Coordinator (required field).
Optionally assign a Salesperson.
CLICK HERE to learn about Salesperson Visibility.
You can also assign Circle(s).
Trigger Document and Project generators on form submission by selecting the relevant generator.
Assignments and Automation options are optional.
Choose to send Portal Access Invitation immediately and/or enable Paid Portal Access (bottom section). Paid Portal Access requires payment before platform access.
CLICK HERE to learn about Paid Portal Access.
Contact Details for “Known” Targets
A “Known” Target already exists in your CRM.
If the contact is currently a Lead or Prospect, completing the Checkout Form changes them to Client.
Update their Coordinator or Salesperson assignment if needed.
Trigger Document and Project generation.
Like Unknown Targets, trigger Automations via Form Assignments.
Choose to email the Coordinator when they complete the form, and optionally send Portal Access immediately. Skip this if you prefer sending the Welcome Email manually or via Automation.
How do I send Email Notifications?
Click the + icon at the form’s bottom to reveal the Send Email Notification button.
Assign the notification to one or multiple users.
When the toggle is off, select specific users. When on, the form target receives it. Customize the email message and use {X} Placeholders for dynamic content including form field data.
Toggle ‘Attach the Form Submission PDF’ to include a form submission copy.
How do I configure Conditional Logic for Fields?
Conditional Logic makes your form dynamic—showing or hiding fields based on user input. Depending on what a recipient enters, different fields appear or disappear.
All Custom Fields (except File Upload) can trigger Conditional Logic. The Appointment Block also supports conditional logic, so it only appears when certain conditions are met.
While editing, click the icon on the right panel to open the Conditional Logic configuration.
CLICK HERE to learn about Conditional Logic
How do I Change the Welcome Email?
On the right, click the button with an envelope icon to edit the Portal Access Invitation.
Your saved templates in Email Templates remain unchanged—this edit only affects this specific form.
CLICK HERE to learn about Email Templates
Edit this template like any other email. Changes here only apply to this form and don’t affect your Email Templates.
How do I Switch between Forms?
On the top right, you’ll see a dropdown showing your current form name. Click it to switch to a different form or form type.
How do I use/embed/link a Checkout Form?
The Link / Embed screen offers two main options: Direct Linking via URL or QR Code, or embedding on your website or portal pages via HTML or Placeholder.
Direct Linking Options
The first section covers Direct Linking and Friendly URL settings.
Configure how you’ll share your form.
Direct Link: Copy this pre-generated link to share anywhere. It can’t be edited but reflects your custom domain if configured.
QR Code: Click Display QR Code to access a sidebar with your code and download options (PNG or SVG). Customize your QR code appearance in Platform Branding.
CLICK HERE to learn about QR Code Customization
Friendly URL: With a Custom URL configured, create a Friendly URL.
CLICK HERE to learn about Friendly URLs
Width & Height: Set dimensions for your form when viewed via direct link.
Embed Options
Embed Code: Use this HTML to embed your form on external sites like your website.
Embed Placeholder: Use this placeholder within the platform to embed your form on portal pages.
Width & Height: Set dimensions for your embedded form.
Submission Options
Submission Button Text: Default text is ‘Complete & Pay’ but you can customize it.
Success Message: Customize the message recipients see after successful submission and payment. Alternatively, disable it and redirect to a custom URL.
Page Title: Add your preferred page title.
Styling Options
Customize your form further.
Colors: Apply your branding colors.
Border Style Options: Choose from body style options via dropdown.
Other Options: Check additional styling options to customize your form.
What does the Contact see?
Step 1: The contact selects items and add-ons or packages. The checkout total updates dynamically.
Step 2: They complete all form fields.
Step 3: They enter their credit or debit card details.
Step 4: They click the Complete & Pay button to finalize payment and submit.
How do I Submit a Form for a Contact?
You might need to complete a Checkout Form on behalf of a contact—for example, during a phone call. This is Staff Submit.
In the Forms List View, click the Options menu and select Staff Submit.
The form opens in a new tab. Fill in the details, and the contact is added to your CRM as if they’d completed it themselves.
How do I view submissions for my Checkout Form?
While viewing Forms, click the Options menu and select Submissions.
Alternatively, click the Submissions button on the right while editing the form.
Each submission’s exact date is shown.
Click a row directly or click the Options menu and select View to review a submission.