Setup Guide for Bold Checkout

Overview

 Alert

WooCommerce plugins that affect the checkout will not be available when using Bold Checkout. This includes Shipping, Taxes and Payments. These will need to be configured in Bold Checkout.

Looking to get Bold Checkout set up and running? Follow this comprehensive step-by-step guide and you will soon be ready to launch your customizable checkout service.

 


 

Setup:

To ensure your integration is seamless, before installing Bold Checkout on your store please follow these steps:

  • Connect and setup your WordPress website and WooCommerce store. The WooCommerce plugin will need to be installed and activated in your WordPress admin. It is recommended to have a few products and a basic theme setup for testing.
  • Contact our Sales team to discuss your requirements and get approval. Once approved, you will receive further instructions to download and install the plugin. You can contact our Sales team here.
  • Ensure your payment gateway is set up and ready. It can take some time for an account to be approved. If you don’t have an account with any of our existing payment gateway connections, we recommend Stripe or Braintree.

If you don't have the Bold Commerce plugin installed on your WooCommerce store, please follow these steps:

  1. Navigate to the Checkout page on the Bold Commerce website.
  2. Select Contact Sales.
  3. Enter your contact and store information into the form.
  4. Select Contact Bold Commerce.

Once the contact form has been filled out and submitted, the form will be sent over to our sales team to evaluate and reach back out to you. 

Once you have chatted with the Sales team and are ready to install Bold Checkout, they will provide you with further instructions on how to install Bold Checkout on your WooCommerce store.

In order to access any Bold app on your store, you must create and connect a Bold account through the Bold plugin in your WordPress admin. All Bold Commerce apps get installed through the Account Center in the Bold Commerce WordPress plugin.

For steps on creating and connecting your Bold account, please follow these steps:

  1. From your WordPress admin, select the Bold Commerce plugin.
  2. Log in to your account if you have one, if you don’t, select Get Started beside “Don’t have an existing account?”

    Note: Please visit Create & Connect a Bold Account for steps that you can follow to create an account.

  3. You will see all available Bold Apps for WooCommerce on this page. Locate Bold Checkout and select Add.
  4. Select Approve. By selecting this option, you are accepting that Bold Checkout has access to the listed scopes on your WooCommerce store.

Bold Checkout requires an attached payment gateway in order to function. The payment gateway is how your customers will be charged for their orders, and where their credit card information is safely stored.

Connect your Payment Gateway

To set up a payment gateway on your store, please follow these steps:

  1. Within the Bold Checkout admin, select Payment Options, then Payment Gateways.
  2. Select Connect Gateway, next to the payment gateway you would like to set up.
  3. Add the required Payment Gateway information (username, password, API token, etc).
  4. Select OK.


For more information on which payment gateway providers are integrated with Bold Checkout, please visit our article on Connecting a Payment Gateway to Bold Checkout.

The shipping zones will determine which countries and provinces/states your store is able to ship to. You can create your own shipping zones within Bold Checkout, as there is currently no limit to the number of zones you can create.

Create Shipping Zones in Checkout

To create a shipping zone in Bold Checkout with a standard carrier, please follow these steps:

  1. From the Bold Checkout admin, select Shipping, then Shipping Zones.
  2. Select Create Zone.
  3. Enter a zone name, and select the country/countries that this zone should apply to.
  4. Under "Carrier", select your desired carrier.
  5. Select Flat Fee or Percentage of Live Shipping Rate (optional).
  6. Enter a number to increase the shipping rate by (optional).
  7. Select Add.
  8. Select Save.

For more information about modifying the warehouse address or creating zones, please visit our Create Shipping Zones in Bold Checkout.

Bold Checkout can use default tax rates for US and Canada. These are calculated at the most up-to-date rates that we have available. Your warehouse zone will determine how and where your taxes are calculated from.

Set up Tax Settings
  1. From within Bold Checkout, select Payment Options, then Tax Settings.
  2. Under "Charge Settings", select:
    Include taxes in the price of my products; and/or
    Add taxes to shipping cost.
  3. Select Create with Presets, or Create Custom Zone.
    Create with Presents - Allows you to select predetermined tax rates on a per country basis, then save the group as a whole.
    Create Custom Zone - Allows you to set custom tax rates for a single or group of countries. This is the setting you will need to use for US and Canada. They are not listed within the North America preset region.
  4. Under "Connect Tax Provider", select Connect (optional).

For more information on Custom Tax Rates, Checkout tax settings, integrations, and VAT, please visit our article on Setting up Tax Settings in Bold Checkout.

Bold Checkout uses an independent checkout process to charge your customers for their orders. Because of this, any discount codes you wish to offer on the storefront must be created within the Bold Checkout app.

Creating a Discount Code

To create a discount code, please follow these steps:

  1. From within Bold Checkout, select Payment Options, then Discount Codes.
  2. Select Create a Discount.
  3. Under Step 1, enter an internal discount name.
  4. Under Step 2, either enter a discount code or generate a discount code key.
  5. Under Step 3, select a discount type and if applicable, enter a discount amount.
  6. Under Step 4, select a discount code condition (optional).
    - Use Limit for Discount Code: Enabling this condition allows you to set a number for the amount of times that the discount code can be used in the checkout page in total.
    - Use limit per customer: This condition allows you to restrict how many times the discount code can be used per customer on your store. 
    Date Range: A date range can be used to set when the discount code is enabled and disabled on your store. 
  7. Select Save.

For more information, please visit our Discount Codes Overview & Setup in Bold Checkout.

Bold Checkout uses its own checkout to process your customer's orders. Because of this, the app has its own section for managing abandoned carts and managing orders that are generated in Bold Checkout. Bold Checkout allows you to track different events on your site using integrations, such as Google Analytics and/or Facebook Pixel. 


Order Management

When a customer has purchased an order through Bold Checkout, all of these orders can be viewed within the Checkout admin. They can be found within  Orders > All Orders. When an order fails to generate, a record will be created only in Bold Checkout - along with an error message stating why the order failed to generate. 


Abandoned Cart Management

When a customer reaches the Bold checkout, adds a name or email address and then closes the checkout, the customer's abandoned checkout will be recorded in Bold Checkout under Orders > Abandoned Carts.

You cannot view abandoned carts until you activate and have customized the abandoned cart emails. 

Each abandoned cart that is recorded in Bold Checkout includes the last updated date that the customer made a change in the checkout, the customer's name and email address, a direct link to the customer's abandoned checkout, a status of whether an automated email has been sent to the customer or not and a time stamp for when the abandoned email was sent. 

For more information, please visit our Reports & Analytics in Bold Checkout article.

Bold Checkout offers several different ways to customize the look and feel of its checkout. This includes adding custom store logos, customizing the color scheme, or switching between one page or three page checkouts.

 

Add a Logo

Adding a logo to your checkout will replace the text with your store's name at the top of it.

To add a logo in Bold Checkout, please follow these steps: 

  1. From within Bold Checkout, select Settings General Settings.
  2. Scroll down to the Logo section, and select Upload File under Header.
  3. Select a file that contains your store's logo. 
  4. Select Save.


Checkout Process

There are a number of settings under the "Checkout Process" section which allow you to customize how your checkout looks, and how people can interact with difference aspects of it.

To adjust the checkout process, please follow these steps:

  1. From within Bold Checkout, select Settings General Settings.
  2. Under "Checkout Process", change the desired settings.
  3. Select Save at the bottom of Checkout Process.


For more information on customizing the appearance, adding favicons, adjusting the checkout process, address autocomplete, custom hostnames, and so much more; please visit our Customization & Styling in Bold Checkout article.

Bold Checkout integrates with several different apps to provide functionalities that are not possible using a standard checkout. These integrations are listed within the app's admin under the "Marketplace" tab.

Visit our Integration Hub for more information on using our app to its fullest.

Note: App integrations that add a widget to the front end of the checkout will not work with Bold Checkout on WooCommerce.

We strongly recommend testing Bold Checkout before enabling the app on your site. Bold Checkout has a development mode that allows you to process test orders through a "dummy" payment gateway. This is a great way to check currently automated email flows and familiarize yourself with how orders are processed through Bold Checkout.

Enable Development Mode 

Bold Checkout will replace your standard Checkout on your store. This helps with working with app integrations, and helps with processing your stores orders through an alternative checkout. Before enabling this app for your customers, you may want to enable development mode to test it.

Bold recommends this step so you can ensure all your features are working as expected. 

Please follow these steps to enable Checkout's development mode:

  1. From within Bold Checkout, select Payment Options, then Payment Gateways.
  2. Select the toggle to enable Development Mode.
  3. Once Development mode has been enabled, you can proceed with placing a test order.


Place a Test Order

It is recommended to complete these steps while on the development mode in Checkout, as instructed above. This is to ensure that you can connect to our test payment gateway, and that the order will not charge you real funds to complete.

When creating test orders, it is best to try different scenarios when testing (for example: gift cards, discount codes, credit cards, being logged in or out, etc) to ensure everything is set up properly.


Visit our article on Placing Test Orders for more information on completing this step.

To enable Bold Checkout in WooCommerce, you will need to create an API key in the Bold Account Center, add the API Key to the WooCommerce settings, then enable the checkout in the Bold Checkout admin. Please, follow these steps to enable Bold Checkout:

Create API Key

  1. Login to the Bold Account Center and ensure you have the right store selected.
  2. Go to Developer Settings.
  3. Select Create API Key.
  4. Name the API Key, and choose the scopes.
    • For Checkout > Payments, select Write.
    • For Subscriptions > Shop, select Read.
    • For all the other scopes, select Read/Write
  5. Select Create
  6. Copy the Shared Secret and the API Key to a secure location. You will need these for an upcoming step.
  7. Select the box to verify that you understand the Shared Secret and API key will not be viewable after this dialogue is closed.
  8. Select Done.

Enable Bold Checkout in WooCommerce

  1. From your Word Press admin, navigate to WooCommerce > Settings > Integration > Bold Checkout.
  2. Select Enable Bold Checkout.
  3. Paste your Shared Secret and API Key into the correct fields.
  4. Select Save Changes.

Enable Bold Checkout in the Bold Checkout Admin

  1. From you Word Press Admin, navigate to WooCommerce > Bold > Open Bold Checkout.
  2. Go to Settings > General Settings.
  3. Select Enable Bold Checkout

Since orders that are purchased on your store process through a different checkout, refunds must be done through the Bold Checkout app. 


Complete a Refund

When an order is made through the Bold Checkout, you are able to open our app to make the full or partial refund. This requires the additional steps of opening and navigating through our app and completing it there. 

To refund an order placed through Bold Checkout, please follow these steps:

  1. From within Bold Checkout, select Orders, then All Orders.
  2. Select the Refund button beside the order you wish to refund.
  3. Enter a Refund quantity.
  4. Enter a Restock quantity (optional).
  5. Enter a $ amount next to "Shipping refund" if you would like to refund a full or partial shipping charge.
  6. Enter a refund reason.
  7. Select Send an email notification to the customer.
  8. Select Refund $XX.XX.


For steps on refunding an order that was processed through Bold Checkout, please visit Refund an Order in Bold Checkout.

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