The My Checkout page can be accessed anytime by users who are logged into Community Hub via the Checkout menu item. The My Checkout page displays all products that constituents have added to their cart, their sub total and total for the products.
Users can click the edit button on a membership to edit details for that membership. The user can select a new membership type, change their dues option, or change any additional options on the membership. If the user changes their membership type selection, all required and optional items are removed from their cart. When the user returns to the checkout page, any changes made to their membership are shown in the cart and the total cost of the membership is updated. Users can also click to remove a membership from the cart. When trying to submit the order, the user is notified if there is no dues product selected or if there are some required products not selected, and the order is not submitted.
Removing Merchandise Products from the Cart
Users can remove individual merchandise products from their cart upon confirmation of removal. Relevant totals are adjusted when a product is removed from their cart.
Users can adjust the quantity of products they'd like to order on the Checkout page. Relevant totals are adjusted when the quantity is changed. Learn more about quantities.
Adjusting Quantity Below the Limit and with Sufficient Inventory
When users adjust the quantity to less than or equal to the quantity limit and–if inventory is tracked–there is enough inventory on hand, they can update the quantity of merchandise products in their cart.
Adjusting Quantity Above the Limit or with Insufficient Inventory
When users adjust the quantity to more than the quantity limit or–if inventory is tracked–there is not enough inventory on hand, they cannot update the quantity of merchandise products in their cart and are shown a message letting them know that they must enter a lesser quantity and then tells them the maximum they can enter.
Inventory Decreased After Adding Merchandise Products to the Cart
If inventory is tracked and the inventory of a merchandise product goes below the quantity users added to their cart, they are shown a message letting them know that they must enter a lesser quantity. The inventory reduction can be due to a change made to the product record in Staff View or a reduction in inventory due to orders by other Community Hub users.
Out of Stock Merchandise Products
If inventory is tracked and a merchandise product users added to their cart goes out of stock, they are shown a message letting them know that the item is out of stock and that it must be removed. The inventory reduction can be due to a change made to the product record in Staff View or a reduction in inventory due to orders by other Community Hub users. Learn more about Inventories.
Users can click to remove a registration, or to edit the details for a registration. Users can update their session selection, add or remove guests, update badge information and answers to questions; depending on what is set up for the event. When users return to the checkout page, any changes in guest registrations or session selection are shown in the cart and the total cost of the registration is updated.
If the event setup is simple, like a webinar, when users click Edit, the Checkout page will simply refresh, as there is nothing to edit in the registration.
The Event is not setup to allow colleague registration
The Event is not setup with at least one Session or Question that is limited to a Registration Type
The Event is not setup with more than one session
The Event is not setup with one session that is not required
The Event is not setup with guest registration options
The Event is not setup to collect attendee badge information
The Event is not setup with at least one question
When trying to submit the order, users are notified if there are any sessions that must be selected, questions that must be answered, and/or any badge information that is needed, and the order is not submitted.
If the Event is setup with a group of sessions that requires the user to select a session, but does not configure any of the sessions in the group to show in Community Hub, users will not be able to submit their order.
Users can enter a coupon code that they received from staff and click to apply it. A message is shown at the top of the page letting users know that the coupon has been applied, the card shows the coupon code that's been applied as well as the discount amount, and the order total is updated. Alternatively, a message is shown to users letting them know when a coupon code does not apply to product in their cart, or has expired. Finally, users can also click to remove the coupon code if they don't want to use it. A message is shown at the top of the page letting users know that the coupon has been removed, the card allows users to enter a coupon code, and the order total is updated.
Editing a Shipping Address
When constituents check out with a shippable merchandise product(s) in their cart, the shipping address fields automatically populate from the
Shipping Address on their account. If the
Shipping Address is not populated on their account, constituents must complete all required fields before continuing the checkout process. After constituents enter their shipping address and click Calculate Tax & Shipping, shipping options and updated Total Tax display.
If constituents enter their shipping address at checkout, the address is saved to the cart item and subsequent order item, but it is not saved to their account.
Also, the entered country is required if your association uses Level 2 or Level 2 and Level 3 credit card processing. It is important that you constituents use the correct English short name for the country (external) otherwise, you may not receive lower processing fees. Learn more about Level 2 and Level 3 credit card processing.
Picking a Shipping Method
Constituents can select a shipping method during the checkout process if shippable merchandise products are included in their order. Users can select the desired shipping method from the list of available methods and the appropriate fees will be added to the cart total. Shipping address fields will only be shown to users if they have selected shippable merchandise products and the user must enter information into all fields to see available shipping options.
Shipping methods that have
Self Service Enabled selected in Staff View display. Constituents are required to select a shipping method if a shippable merchandise product is added to the cart. If constituents do not select a shipping method, they will be prompted to do so before submitting the order.
A Community Hub cart cannot currently have more than one cart item that contains shippable products. All shippable products should be grouped within a single cart item.
Users can see any session or guest they are adding (shown in green) as well as the amount they will need to pay or be refunded based on their changes.
Users can see the registration which they are canceling, any cancellation fees (shown in red), as well as the amount they will be refunded. Each registration on the order states whether it's being cancelled or if it was canceled in the past.
Staff can enable a cancellation reason to be shown on Checkout. When enabled, Community Hub Users can enter a reason for canceling their registration and if the field is set to be required in Staff View, users must enter a cancellation reason in order to submit their cancellation.
Editing or Canceling a Registration Paid for with a Credit Card Within 24 Hours
Due to credit card processing limitations, constituents cannot edit or cancel a registration that was paid for with a credit card within 24 hours. The payment card does not display and a message displays at the top of the page telling constituents they can either contact staff for assistance or edit or cancel the registration the following day.
Authorize.Net Only - Editing or Canceling a Registration Paid for with a Credit Card After 120 Days
Due to credit card processing limitations with the Authorize.Net payment gateway, constituents cannot edit or cancel a registration that was paid for with a credit card beyond 120 days of of the initial payment. The payment card does not display and a message displays at the top of the page telling constituents they can either contact staff for assistance. This limit is not imposed for any other payment gateway.
Editing or Canceling a Registration Paid with Something Other Than a Credit Card
Constituents cannot edit or cancel a registration that was paid for with something other than a credit card. The payment card does not display and a message displays at the top of the page telling constituents they can either contact staff for assistance.
If an order has no cost, the Payment card is not displayed and constituents can submit the order without entering payment information.
Cost with a Single Payment Method
Cost with Multiple Payment Methods
Stored Payment Method
Pay Now - Saved Paymenton the the Payment Type card, which lets them use one of their stored payment methods.
If your association has multiple Community Hubs, only stored payment methods for the entity of the current Community Hub display in this list.
If constituents have no stored payment methods, the My Payment Methods card displays a message with a link to the My Payment Methods page where they can add one.
If constituents have one or more stored payment methods, the My Payment Methods card displays a message with a link to add, edit, or remove stored payment methods, and also lists all stored payment methods alphabetically by the name of the stored payment method. The default stored payment method is preselected, and constituents can select from their other stored payment methods as well.
Expired credit cards do not display in this list.
When constituents select a stored bank account, the eCheck Payment Authorization card displays with the details of the payment they are about to make using their stored eCheck bank account to confirm their authorization.
Pay Now - Credit Cardon the the Payment Type card which causes the Billing Address card to appear. If the
Billing Addressis present on their account, the fields are prepopulated with their billing address, which they can edit as they see fit. If there is a shippable product in the cart, they can also click Same As Shipping to copy the shipping address entered into the Shipping Address card to use as their billing address.
To use the billing address when verifying credit cards, you will need to activate the Address Verification Service in Authorize.Net. Learn more (external).
Finally, they can use the Credit or Debit Card card to enter their credit card information.
Pay Later - Bill Meon the the Payment Type card, which lets them check out without paying right away.
If all products in a constituent's cart are Bill Me enabled, on the Payment Method card, constituents can select the
Pay Later - Bill Me option and the Bill Me cards are displayed.
If only some of the products in a constituent's cart are Bill Me enabled, the Payment Method card displays a message letting them know they cannot use Bill Me to check out with products that are not Bill Me enabled. In this case, constituents can check out using another payment method or change what is in their cart.
Entering Billing Address
Constituents checking out using Bill Me must enter their billing address information on the Billing Address card. By default, Bill Me uses the
Billing Address on the account, but administrators can customize which address to used.
Billing Address is not entered on their account, the Billing Address card displays a warning that the fields must be populated to use Bill Me and provides a link to the Edit My Profile page where constituents can update their information. When constituents submit their information, they are taken back to the Checkout page to continue checking out.
Billing Address is entered on their account, the Billing Address card displays the billing address fields and a message letting constituents know they are using Bill Me, and provides a link to the Edit My Profile page where constituents can update their address information. When constituents submit their information, they are taken back to the Checkout page to continue checking out.
Entering Additional Information
When checking out using Bill Me, constituents can provide additional information which is saved on the cart record for their order. By default, constituents can provide a purchase order number and a note for the invoice, but administrators can customize what additional information they want s to provide.
Reviewing the Order Total
Constituents can review the Total Details card for information on the total cost, the balance, shipping costs, fees that have been charged, or coupons that have been applied. If there is no cost, no totals display on the Total Details card.
With a Cancellation Fee
With a Coupon
With no Cost
The tax for a product calculates when the product is added to the cart. If there are taxable items in the cart, Total Tax is displayed on the Total Details card. If there are no taxable items in the cart at checkout, Total Tax is not displayed on the Total Details card.
If a taxable item is removed from the cart or if the quantity of a taxable item is updated, Total Tax is updated to reflect the change.
When taxable products are also set as shippable, the Shipping Address card is displayed. If the constituent changes the shipping address and clicks Calculate Tax & Shipping, Total Tax is updated.
Locking the Cart
To prevent Community Hub constituents from potentially submitting their cart and making a payment twice, the cart is locked during cart and payment submission. This prevents duplicate submissions and is invisible to the constituents.
Staff also locks the cart during submission, but the payment is not locked.
Checking for a Conflicting Order Adjustment
By default, Nimble AMS allows multiple users to submit an edit to the same order item. This is not recommended as orders could be impacted in unforeseen ways if multiple edits are made to an order at the same time.
When order adjustment versioning is enabled, Nimble AMS does not submit an order with a conflicting edit and shows a message letting users know they cannot submit the order because it includes items which have been modified by another user.
Credit Card Payment Authorization
When constituents pay with a credit card and submit their order, a callout is made to the configured payment gateway to verify the accuracy of the card and billing address information as well as to ensure there are enough funds for the payment.
When the Address Verification Service in Authorize.Net enabled, an error message displays if constituents did not enter their billing address or if the entered address is invalid. Learn more (external).
If card verification was successful, the order confirmation displays. If there is a failure on payment authorization, no records are created in Nimble AMS and the transaction in the payment gateway is cancelled.
After the process has completed, a second callout is made to the payment gateway to capture and process the transaction for the credit card payment. Learn more on Credit Card Payment Processing.
Cards on the Page
|CancellationAlert||Plain Text Card Type|
|AdjustmentMessage||Plain Text Card Type|
|CancellationReason||Bulk Field Set Form Card Type|
|AddAnotherCard||Button Row Card Type|
|MembershipDetails||Membership Order Details Card Type|
|RegistrationDetails||Registration Order Details Card Type|
|SubscriptionDetails||Subscription Order Details Card Type|
|ItemDetails||Order Item Details Card Type|
|CouponCode||CouponCode Card Type|
|Shipping||Shipping Card Type|
|PaymentOptions||Option Selection Card Type|
|CartPaymentMethodSelection||Cart Payment Method Selection Card Type|
|BillMeAddress||Bill Me Address Card Type|
|BillMeDetail||Bill Me Details Card Type|
|ECheckDisclaimer||eCheck Disclaimer Card Type|
|BillingAddress||Billing Address Card Type|
|Payment||Credit Card Payment Card Type|
|TotalDisplay||Total Display Card Type|
|CheckoutButtonRow||Button Row Card Type|