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Set up Bold Checkout

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This article outlines how to get Bold Checkout up and running on your commercetools site.

Before installing the Bold Checkout, please ensure your commercetools site and storefront are both created.



1. Create an account in Bold Account Center

Before you can install Bold Checkout, you must create an account in Bold Account Center. For step-by-step instructions, please visit Create & Connect a Bold Account.



2. Install Bold Checkout via Bold Account Center

To add Bold Checkout via Bold Account Center you must create an API key with scopes within your commercetools store. Once that is complete, you can add Bold Checkout.

For detailed instructions, please visit Installing Bold Apps & Integrations via Account Center.



3. Connect a payment gateway

Bold Checkout requires a third party payment gateway in order to process your customer's payments. This is where your customer's credit card information will be safely stored.

  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.

Please visit Connecting a Payment Gateway to Bold Checkout for more information on which payment gateway providers we support.



4. Add shipping zones

Shipping zones determine which countries, provinces and states your store is able to ship to. There is currently no limit on how many zones can be created within Bold Checkout.

  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.

Please visit Create Shipping Zones in Bold Checkout for more information.



5. Set up your tax settings

Bold Checkout uses the default tax rates for both Canada and the US. These rates will then be calculated at the most up-to-date rates we have available. Your warehouse zone will otherwise determine how and where your taxes are calculated.

  1. From within Bold Checkout, select Payment Options, then Tax Settings.
  2. Under Charge Settings, select either:
    • 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 pre-determined tax rates on a per country basis.
    • Create Custom Zone - Allows you to set custom tax rates for a single country, or group of countries. This setting requires you to use both US and Canada because they aren't listed within the North America region preset.
  4. Under Connect Tax Provider, select Connect. (optional)

Please visit Setting up Tax Settings in Bold Checkout for more information.



6. Create discount codes

Bold Checkout uses an independent checkout process to charge 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 admin.

  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 - Allows you to set a total amount of times that the discount code can be used in the checkout.
    • Use limit per customer - Allows you to restrict how many times the discount code can be used per customer.
    • Date Range - Allows you to select from a date range that's used to set when the discount code is enabled or disabled.
  7. Select Save.

Please visit Discount Codes Overview & Setup in Bold Checkout for more information.



7. Analytics

Bold Checkout uses its own checkout to process your customer's orders. Because of this, Bold Checkout allows you to manage your store's abandoned carts, track important analytics data, and much more.



Order Management

When a customer completes a purchase through Bold Checkout, the order can be viewed within the Bold Checkout admin under Orders > All Orders.

When an order fails to process, Bold Checkout will display an error message and create a record of the failed order.



Abandoned Cart Management

When a customer reaches the Bold Checkout, enters their name and email address, then closes out of the checkout, the customer's abandoned cart will be recorded in the Bold Checkout app admin under Orders > Abandoned Carts.

Abandoned carts cannot be viewed until you've activated and customized the abandoned cart email templates.

Each abandoned cart that's recorded in Bold Checkout will include the following information:

  • The 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.
  • A time stamp for when the abandoned email was sent.



Audit Logs

Audit logs allow you to view all of the changes that have been made to Bold Checkout. You can view these audit logs by selecting Account > Audit Logs from within the Bold Checkout admin.

Please visit Reports & Analytics in Bold Checkout for more information.



8. Customizations

Bold Checkout offers several different ways to customize the look and feel of its checkout, including adding a custom logo, customizing the color scheme, or changing the checkout flow from 1 page, to 3.



Add a Logo

Adding a logo replaces your store name text with the uploaded image.

  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 Checkout Process section that allow you to customize how your checkout looks and how people can interact with difference aspects of it.

  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.

Please visit Customization & Styling in Bold Checkout for more information on the following:

  • Customizing the appearance.
  • Adding a favicon.
  • Adjusting the checkout process.
  • Address autocomplete.
  • Custom hostnames.



9. Integrations

Bold Checkout integrates with many different applications to allow you to customize your store's checkout experience. You can find the full list of supported integrations from the Bold Checkout app admin under Marketplace.

Please visit Integration Hub for Bold Checkout for more information.



10. Place a test order

We strongly recommend testing Bold Checkout before enabling it on your store.

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 automated email flows and familiarize yourself with how orders are processed through the Bold Checkout.



Enable Development Mode

When fully enabled, Bold Checkout replaces the standard checkout process of your store, but you can test this out before going live by enabling 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

We strongly recommend enabling Development Mode before placing a test order to ensure you aren't charged for the test order.

It's recommended trying different scenarios to ensure everything is set up properly:

  • Gift cards
  • Discount codes
  • Credit cards
  • Being logged in or out

Please visit Place a Test Order in Bold Checkout for more information.



11. Enable Bold Checkout

Bold Checkout must be enabled through the app's General Settings before it can be used on your store.

  1. From within Bold Checkout, select Settings, then General Settings.
  2. Under Enable Bold Checkout, select Turn Bold Checkout On.



12. Refunds

Refunds must be done through the Bold Checkout app.

  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.

Please visit Refund an Order in Bold Checkout for more information.