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[Growth Hub] Customize the Checkout Page

[Growth Hub] Customize the Checkout Page

Learn how to customize the checkout page in Growth Hub to collect the right billing details from your customers during the purchase process.

Updated over a week ago

The Growth Hub's checkout page allows you to tailor the billing form to meet your business needs. You can define separate fields for personal and business purchases, choose which fields are required, and customize the labels that appear to your customers. This will optimize your customers' booking experience and boost conversion rates.

This article explains the steps to creating a dynamic and personalized landing page, ensuring your website looks great and performs effectively.


Personal vs. business billing forms

The checkout page in Growth Hub supports two billing types:

Personal use

This form is used when the customer is purchasing as an individual.

Business use

This form is used when the customer purchases on behalf of a company. It has more available fields, such as Tax ID or Company Name.

How billing information is used

The billing details collected at checkout are utilized based on whether the customer is purchasing for the first time or has previously purchased a product from your store.

First-time customers

  • Personal purchases:

    • A new company and member profile are created using the individual's name and email.

    • Billing and address fields are stored in the company profile.

  • Business purchases:

    • A company is created using the Company Legal Name.

    • A member profile is created using the individual's name and email.

    • Billing and address fields are stored in the company profile.

Returning customers

If the system finds a matching company or individual:

  • A new invoice is created using the entered billing details.

  • The company profile is updated with the new billing information.

To ensure consistency, the billing details provided at checkout are matched to those stored in the system. For personal purchases, this verification relies on the name and email, while for business purchases, it also includes the company name along with the name and email.

Create separate billing detail forms

You can customize the billing details fields your customers must fill out at checkout. You can create separate forms: one for personal use and one for business use. The "Business Use" form is suitable for customers who need business invoices.

To create two separate forms:

  1. Go to Growth Hub > Storefront Settings > Checkout Page.

  2. Turn on the toggle switches.

Customize the billing detail forms

To customize the fields of a billing details form:

  1. Go to Growth Hub > Storefront Settings > Checkout Page and click Customize.

  2. Turn on the toggle switches to add fields.

  3. Click the edit icon next to a field.

  4. Enter the label for the field and click Change Name.

Personal billing fields

You can activate the following fields for the Personal Use billing details form. You can customize the labels of each field and make them optional or required.

Field

Default label

Optional or required

Notes

Address

Address

Optional

Mapped to the company address

City

City

Optional

State

State

Optional

Postcode

Postcode

Optional

Mapped to ZIP/Postcode

Country

Country

Optional

Identification Number

Personal Tax ID

Optional

Mapped to VAT/TAX field

Business billing fields

You can activate the following fields for the Business Use billing details form. You can customize the labels of each field and make them optional or required.

Field

Default label

Optional or required

Notes

Company Legal Name

Company Business Name

Always required

Address

Address

Optional

Mapped to the company address

City

City

Optional

State

State

Optional

Postcode

Postcode

Optional

Mapped to ZIP/Postcode

Country

Country

Optional

Tax ID

Tax ID

Optional

Mapped to VAT/TAX field

Registration Number

Reg Number

Optional

Mapped to company registration number


FAQ: Growth Hub checkout page

Can I set different required fields for personal and business use?

Yes. You can set each field as optional or required, depending on the billing type.

What happens if a returning customer enters different billing information?

The new billing info will be used only for that invoice. The existing company profile will not be updated.

Can I include these billing fields in my invoice templates?

Yes. Each field includes a placeholder (for example, {taxId}) that can be used in invoice or contract templates.

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