General Settings in Bold Checkout

You can customize your store-level checkout experience in Bold Checkout’s general settings. Add your logo and favicon, choose your fulfillment settings, enter your contact email addresses, and more.

Note: The general settings are store-level settings that apply across all Bold-hosted checkout flows on your store. To customize your flow-level settings, please visit Customize your Bold-Hosted Flow

This article explains each setting found on the General settings page in Bold Checkout

Enable Bold Checkout

When Bold Checkout is enabled, your customers will complete their purchases through Bold Checkout. When disabled, they'll complete their purchases in the BigCommerce checkout.

Logo

Header

To keep your branding consistent, you can add your own logo to the header of Bold Checkout. If a logo is not uploaded, your store name will be displayed in text.

You can upload a still image file (.jpeg, .png, .bmp, .svg) or a GIF as your logo. The maximum dimensions are 600x200px with an allowed file size up to 2MB.

Favicon

In this section, you can add a favicon to match your brand. Favicons display within a browser tab as shown in the screenshot below.

Your favicon image must be a .PNG file, no larger than 512KB and can be up to 256x256 pixels. The favicon will be resized to the correct size (generally 16x16).

Appearance

If you’d like to style the checkout with CSS you can enter your custom CSS in this field. 

Checkout Process

Customer Account

Under Customer Account, you can enable the following setting: Send your customer an invite to create an account on your store. When this option is enabled, your customers will receive an email to promote creating an account on your store.

Order Status

Under Order Status, one of the following two settings can be selected:

• Unfulfilled: When an order is generated from the checkout, the order will be generated as unfulfilled by default.
• Fulfilled: When an order is generated from the checkout, the order will be generated as fulfilled by default.

Company Name Information

Under Company Name Information, one of the following three settings can be selected:

• Optional: This displays the Company Name field, but customers are not required to fill it in.
• Required: This requires your customers to enter their company name before they can progress to the next page of the checkout.
• Hidden: This setting removes the Company Name field from the checkout.

Phone Number

Enabling the Phone Number setting requires your customers to enter their phone number before they can advance to the next page of the checkout.

Delayed Payment Capture

When delayed payment capture is enabled, Bold Checkout authorizes payments, but does not charge the customer until the order has been marked as fulfilled in your platform admin. This setting is useful if you do not want to charge your customers immediately after the order's been processed.

For example, you can enable delayed payment capture if you prefer to charge your customer on the same day that you ship the order. This requires you to manually change the status of the order from unfulfilled to fulfilled from within the platform admin.

Note: Authorizations are only held for a short period of time. The time varies depending on your payment gateway. Once the authorization expires, Bold Checkout is unable to capture payments. Please reach out to your payment gateway's support team for more information about authorization times.

Fulfillment Webhook

Bold recommends enabling the Capture payment on fulfillment setting. When enabled, this captures your customer’s payment once the order has been marked as fulfilled.

When disabled, you must manually capture your customer’s payment through the API. For more information, please visit our Dev Docs.

Email Settings

Under Email Settings, the following email addresses can be adjusted:

• Notification email: This is where Bold Checkout will send notifications should issues arise when capturing your customers’ payments.
• From email: This is the email address that appears in the “from” field on outgoing customer emails.
• Support email: This email is displayed to your customers on the order confirmation page.

Email Marketing

Under Email Marketing, one of the three following settings can be enabled:

• Unchecked by default: The newsletter checkbox in Bold Checkout is unchecked by default. Customers can manually opt in to receive your newsletter.
• Checked by default: Checks the newsletter checkbox by default. Customers can voluntarily choose to opt out of the newsletter by deselecting the newsletter checkbox.
• Hidden: Removes the newsletter checkbox in Bold Checkout.

Shipping Options

Under Default Shipping Options, one of the two following settings can be selected:

• Least expensive first: Shipping options are displayed from least expensive to most expensive when multiple shipping options are present.
• Most expensive first: Shipping options will be displayed from most expensive to least expensive when multiple shipping options are present.

Address Autocomplete

In this section you can connect an address autocomplete tool to validate and auto-populate the address fields in your checkout. This improves the customer experience by making it faster and easier to enter addresses, while also reducing errors.

For more information on setting up an Address Autocomplete integration, please visit our Integration Hub for Bold Checkout article.

Custom checkout hostname settings

By default, the Bold checkout URL will be displayed as cashier.boldcommerce.com/checkout.. on your store. From within the settings, however, you're able to make adjustments to how this appears on the checkout page of your store. You can create a checkout alias or set a custom hostname.

Change URL Alias for Checkout

Adjusting the alias will change the default URL address, which is the bolded text of the URL seen below:

• https://cashier.boldcommerce.com/checkout/your-store

This area can be adjusted by following the steps below.

1. From within Bold Checkout, navigate to Settings, then General Settings.
2. Enter a new URL Alias.
3. Select Save URL Alias.
4. Once completed, Place a Test Order to see your URL alias.

Set a Custom Checkout Hostname

If you do not want customers to see the checkout URL as cashier.boldcommerce.com/checkout.. or would rather show your store's URL, you can add a custom hostname URL into Bold Checkout.

Adding a custom hostname URL can only be done by adding a CNAME domain type into Bold Checkout. Only CNAME domain types can be used at this time. 

For steps on adding a custom hostname into Bold Checkout, please follow the steps below.

Step 1: Change the Checkout Settings

To add a custom hostname in to Bold Checkout, you will first need to make changes to its admin.

Before a hostname is created in a domain name provider, you will need to enable the Custom Hostname option in Bold Checkout. This setting can be enabled in Bold Checkout under Settings, General Settings, Custom Checkout Hostname Settings.

By toggling the setting beside Custom Hostname, this will enable the custom hostname for Bold Checkout. 

After enabling the toggle beside Custom Hostname, take note of the address provided by the app. The address should begin with custom-hostname-01/02 or something similar: 

Step 2: Change your DNS Settings

After the Custom Hostname has been enabled in Bold Checkout, you will need to ensure that the hostname DNS settings match the requirements for Bold Checkout. 

The steps below are specifically for GoDaddy. Other domain name providers may have different navigations. 

1. Go to the Settings area of your domain name provider.
2. Navigate to the DNS Management section.
3. Select Create New DNS Record.

   Note: Double check that the DNS record you're creating is a CNAME.

4. The Host area will use your subdomain name. For example, if you are using checkout.domain.com, make the host checkout.

   Note: Your custom hostname needs to be a CNAME/subdomain (checkout.domain.com, checkout.subdomain.com, etc.).

5. Enter the address that was provided to you by Bold Checkout in the "Points To" section ("custom-hostname-01/02" or something similar).
6. Leave the TTL area at the default setting.
7. Save the DNS record.

Step 3: Save your Custom Hostname in Bold Checkout

After the DNS settings have been updated for your hostname, you can now add the hostname into Bold Checkout. 

1. From within the Bold Checkout admin, select Settings, then General Settings.
2. Navigate to the Custom Checkout Hostname Settings section.
3. Paste your custom hostname in the Custom Checkout Hostname field.
4. Select Save Hostname Settings.

   Note: You cannot change your custom hostname settings once they are saved.

5. Checkout will then notify you whether or not this was successful.

   Note: This can take up to 48 hours before the change is reflected on your storefront.

If you are not able to add a custom hostname URL into Bold Checkout, you can change the URL alias instead. Changing the URL alias in Bold Checkout will still show checkout.boldcommerce.com in the URL, but you can add your own store's name to the end of the checkout URL. 

To add an alias to the end of the Bold Checkout URL, please follow the steps below.

1. From within the Bold Checkout admin, select Settings, then General Settings.
2. Scroll down to Custom Checkout Hostname Settings and under Default URL Address:, enter the alias you would like to amend to the end of Bold checkout URL. 
3. Select Save URL Alias.

Custom package dimension settings

If you sell products that measure outside of the standard shipping size, you can adjust your custom package shipping dimensions in Bold Checkout.

If you leave this setting disabled, the default shipping dimensions are: 28 x 21.50 x 2.10cm.