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Simplified Checkout Flow – Setup & Usage Guide

Overview

Simplified Checkout is a streamlined purchase experience that allows customers to sign up and purchase a package in just a few steps without needing to create a password.

The checkout can be embedded on any webpage as either:

  • Popup Modal (opens over the existing page)
  • Inline Page Component (renders directly on the page)

After a successful purchase, customers can optionally be redirected to:

  • Another Hapana widget (Classes, Dashboard, etc.)
  • A custom external URL

Quick Start

To add the Simplified Checkout widget to your page, paste the following HTML where you want the checkout to appear.

<hapana-widget
data-type="packages"
variant="modalview"
package-id="YOUR_PACKAGE_ID"
is-simplified-checkout="true"
redirect-url="dashboard"
widget-id="YOUR_WIDGET_ID">
</hapana-widget>

Replace:

  • YOUR_PACKAGE_ID → Package identifier from Hapana Admin
  • YOUR_WIDGET_ID → Your widget ID

Configuration Options

Display Modes

Mode Value Best For
Modal View variant="modalview" Embedding on an existing page — opens as a popup
Page View variant="pageview" Dedicated landing pages — renders inline

Widget Attributes

Attribute Required Values Description
data-type Yes packages Always set to packages
widget-id Yes Your widget ID Loads brand settings, styles, and configuration
is-simplified-checkout Yes true Enables simplified checkout
variant Yes modalview or pageview Defines how the widget displays
package-id Yes Encoded package ID The package customers will purchase
redirect-url No See Redirect Options Where customers go after purchase

Redirect Options

After a successful purchase, the customer can be redirected to one of the following destinations:

Value Behavior
classes Opens the Classes schedule
workshops Shows available Workshops
dashboard Opens the customer Dashboard
packages Shows the Packages list
privates Shows Private sessions
giftCards Opens Gift Cards
https://example.com/thank-you Redirects browser to an external page
false No redirect — success message appears and widget closes

If no redirect-url is specified, the widget stays after checkout and displays a success notification.


How the Flow Works

Step 1 – Customer Opens Checkout

Modal View: Appears as a button/trigger that opens the checkout inside a popup modal.

Page View: Checkout form appears directly embedded on the page.


Step 2 – Customer Signup (New Users)

If the user is not logged in, they will see a simple signup form.

Required fields:

  • First Name
  • Last Name
  • Email

Optional fields:

  • Phone Number (with country code)
  • Policy acceptance checkboxes (if configured)

No password is required. The system will:

  1. Create the customer account
  2. Generate a password automatically
  3. Log the customer in immediately

Step 3 – Checkout

The checkout screen displays:

  • Package details (name, description, price)
  • Available locations
  • Payment method options
  • Promo code field
  • Agreement terms (if required)

Customers complete the purchase by clicking Pay & Book.


Step 4 – After Purchase

The behavior depends on the redirect-url configuration.

Internal Redirect — The target widget loads inside the same popup or page. Example outcomes include showing the class schedule, opening the dashboard, or allowing immediate booking.

Example:

redirect-url="classes"

External Redirect — The browser navigates to the external page.

Example:

redirect-url="https://example.com/thank-you"

No Redirect — A success message appears and the widget closes.

Example:

redirect-url="false"

Free Package Handling

Packages with a total price of $0 are automatically handled.

Behavior:

  • No payment method required
  • Promo code field hidden
  • Button changes from Pay & BookActivate

Customers simply click Activate to claim the package. No special configuration is required.


Setup Examples

Example 1 – Modal Checkout with Dashboard Redirect

<hapana-widget
data-type="packages"
variant="modalview"
package-id="OXk3QnovSmhWUUM2ckF1dzVzT2UwQT09"
is-simplified-checkout="true"
redirect-url="dashboard"
widget-id="abc123">
</hapana-widget>

Result:

  • Popup checkout

  • Customer redirected to Dashboard after purchase

 

Example 2 – Full Page Checkout with Class Booking

<hapana-widget
data-type="packages"
variant="pageview"
package-id="OXk3QnovSmhWUUM2ckF1dzVzT2UwQT09"
is-simplified-checkout="true"
redirect-url="classes"
widget-id="abc123">
</hapana-widget>

Result:

  • Checkout rendered inline

  • Class schedule appears after purchase

 

Example 3 – External Thank You Page

<hapana-widget
data-type="packages"
variant="modalview"
package-id="OXk3QnovSmhWUUM2ckF1dzVzT2UwQT09"
is-simplified-checkout="true"
redirect-url="https://yourbrand.com/thank-you"
widget-id="abc123">
</hapana-widget>

Result:

  • Checkout popup

  • Browser redirects to custom thank-you page

 

Example 4 – No Redirect

<hapana-widget
data-type="packages"
variant="modalview"
package-id="OXk3QnovSmhWUUM2ckF1dzVzT2UwQT09"
is-simplified-checkout="true"
widget-id="abc123">
</hapana-widget>

Result:

  • Success message shown

  • Widget closes


Customer Experience Scenarios

New Customer – Paid Package

  1. Opens widget
  2. Sees signup form
  3. Enters personal details
  4. Account created automatically
  5. Checkout page appears
  6. Adds payment method
  7. Optional promo code
  8. Accepts agreement terms (if required)
  9. Clicks Pay & Book
  10. Purchase completes and redirect occurs

 

New Customer – Free Package

  1. Opens widget
  2. Completes signup form
  3. Account created
  4. Checkout page appears
  5. No payment required
  6. Accepts agreement terms (if required)
  7. Clicks Activate
  8. Package activated

 

Returning Logged-In Customer

  1. Opens widget
  2. Goes directly to checkout
  3. Existing payment method may appear
  4. Clicks Pay & Book or Activate
  5. Purchase confirmed

Post-Purchase Redirect Behavior

Modal View

With (variant="modalview"):

  • Redirected widget opens inside the same popup

  • Customer remains on the same page

  • Additional actions (class details, retry payment) open as layered popups.

  • Closing the popup returns to the original page.

Page View

With (variant="pageview"):

The checkout area updates to show the redirected widget (e.g., Classes or Dashboard).

External Redirect

If a full URL is used:

  • Browser navigates away from the current page.


FAQ

Where do I find the package-id?

The package ID is available in the Hapana Admin panel under package settings. It is a Base64-encoded identifier.

Can I add multiple simplified checkout widgets on the same page?

Yes. Each widget should have a unique id attribute and can reference different packages.

What happens if a customer already owns the package?

Customers can purchase the same package again. There are no re-purchase restrictions.

Does the customer receive a password?

No. Accounts are created using passwordless signup. Customers will receive a reset password link in the Welcome email, or can later set their own password via the Reset Password (Embed) flow.

Can this be used for class purchases?

No. Simplified Checkout only supports package purchases. data-type="packages" must always be used.

What payment methods are supported?

Supported payment methods depend on the Hapana payment configuration, typically:

  • Credit / Debit Cards
  • Bank Accounts (ACH)

How do promo codes work?

Customers can enter promo codes during checkout. Discounts are applied immediately and shown in the order summary. Promo codes are hidden for free packages.

What if the redirect value is incorrect?

If the value does not match a valid internal widget, the system attempts to treat it as an external URL, which may lead to a broken page. Use the exact values listed in the Redirect Options section.