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Customise a Course Offer Checkout

Grace from Ivorey™ avatar
Written by Grace from Ivorey™
Updated over a week ago

Before You Dive In

This article is one step from our Master Help Guide: All About Courses. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

This guide is perfect if you're looking to:

  • Find the quickest and easiest way to sell your course

  • Customise your course offer checkout

Prerequisite: Ensure you have already created your course and course offer. If you have not yet done so, please refer to our Create a Course and Course Offer guide.​


How To Customise Your Course Offer Checkout

Once you’ve created your course offer, the next step is to set up a simple offer checkout. This is the fastest way to start sharing your free or paid course without building a full sales funnel. You’ll be able to upload a banner, add images or a logo, and Ivorey™ will populate a quick and easy checkout page for you.

🎁 Bonus Gift: We've created Canva templates with the correct sizing already pre-populated for your banner and product images: Access them here.

Click here for the written steps

  1. From the Ivorey™ main menu, go to [Courses] > then along the top menu bar, hover over [Courses] > and click [Offers]

  2. Find the offer you want to customise, and click the ✏ pencil icon to edit your offer

  3. On the Details tab, you can:

    1. Finalise your course offer Title and Description (we will be customising the offer checkout description, so you can leave this blank)

    2. Add Custom Code snippets, under the Advanced drop-down

    3. Adjust your Offer Access settings

    4. Upload an Offer Thumbnail image

  4. On the Upsell tab, you can add an upsell to this offer

  5. Click the [Edit Checkout] button at the top right corner, to begin customising your checkout page design

  6. On the left-hand panel, click [Offer Details], here you can customise the:

    1. Banner Image - Upload an image (use our Canva templates for the correct size) or disable the banner if you prefer

    2. Banner Image Height - Adjust the height of your banner, to show more or less of the image at the top

    3. Video - Upload a video to your checkout page (maximum file size of 5GB) for an engaging customer experience

    4. Poster Image - Upload an image to your checkout page (we recommend using your course cover image)

    5. Logo Image - Add your logo to make your checkout page look professional and on-brand

    6. Checkout Copy - Add text to describe your course and include key details

      As you go, click the [Save] button at the top of the left-hand panel, to display your changes. Click the [Preview] button at the top right corner to preview the full checkout page. When you have completed the Offer Details page, click the [< Back] button at the top of the left-hand panel.

  7. (Optional) Click [Extra Contact Information] in order to collect an address or phone number at checkout (for taxes or communication) > check the box of the information you want to collect > click the [Save] button > and then click the [< Back] button

  8. (Optional) Click [Service Agreement], if you would like to add an agreement or terms to this purchase > select [Required] or [Custom Agreement Text] > paste in a link to your terms and conditions/service agreement > click the [Save] button > and then click the [< Back] button

  9. Once you have previewed and finalised your course offer checkout, along the top menu bar, hover over [Courses] > and click [Offers]

  10. Find your offer again > tap the [Draft] drop-down menu > and select [Publish]

  11. Click the 🔗 link icon to copy the link to your offer checkout. Share your checkout link wherever you like (e.g. add it to your link in bio, a website button, or send it an email or DM)​


Next Steps

If you’ve completed the steps above, head back to the Master Help Guide on Courses to move onto the next phase.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.


Still Need Help?

Hit the support chat widget inside Ivorey™ - we can:

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

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