Checkout & Purchasing

This page covers the end-to-end purchasing experience from a family's perspective, as well as what happens behind the scenes in Conductly after a purchase is completed.

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The storefront is completely guest-only. There are no customer accounts, no passwords, and no login anywhere in the store. Families register the student directly on the product page and pay as a guest.

Browsing the Store

When families visit your store URL, they land on your store's home page and can explore your offerings in several ways:

Landing Page

The landing page shows:

• Your school's logo, name, and description
• Category cards for Private Lessons, Group Classes, and Programs (only categories with active products appear)
• A Featured section highlighting products you have marked as featured

Category Pages

Clicking a category card takes families to a dedicated page showing all active products in that category. From here they can:

• Sort products by name or price (low to high, or high to low)
• Browse product cards showing the product image, name, and instructor (the price appears on the product page)
• Click a product card to view its full detail page

Product Detail Page

The detail page shows everything a family needs to make a decision:

• Product title and category badge
• Price and billing plan details
• Rich text description
• Instructor profiles with photos and bios
• Available sessions (for group classes and programs)
• Additional information sections
• The action button -- what it does depends on the product's Button Configuration: Add to Cart, a form link, Book online, or "Contact us to schedule"

Registering the Student

Registration happens on the product detail page, before anything is added to the cart -- not at checkout. To add a product to the cart, the family first answers "Who is this for?":

• For myself -- an adult student enters their first name, last name, date of birth, and email
• For my child -- the parent enters the child's first name, last name, and date of birth, plus their own name and email under Your Information (Parent/Guardian)

Completing this step creates the student (and guardian) records in Conductly immediately -- before any payment is made.

The browser remembers registered students, so a returning family on the same device can simply select the student they registered before instead of typing the details again.

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Because there are no customer accounts, "returning shopper" recognition is per-browser. A family shopping from a new device simply fills in the student details again.

Shopping Cart

The cart lives in the family's browser storage (localStorage) -- it is not tied to any account or server-side session.

Adding Items

When a family clicks Add to Cart, the product is added to their cart. A badge on the shopping bag icon shows the number of items.

Viewing the Cart

Clicking the shopping bag icon opens the Shopping Cart dialog, which shows:

• Product image, name, and category for each item
• The student the item is for
• Individual item prices
• A summary with Subtotal, Discounts ("Applied at checkout"), and Total, plus the note "Taxes are calculated at checkout."
• Proceed to Checkout and Continue Shopping buttons

Removing Items

Each item in the cart has a remove button (X icon) to take it out of the cart.

Cart Persistence

• Cart persists across page loads, navigation, and tabs -- Families can browse your store, add multiple items, and come back to their cart in the same browser without losing anything.
• Cart does NOT persist across browsers or devices -- If a family starts a cart on their phone and opens the storefront on their laptop, they'll see an empty cart on the laptop.
• Cart does NOT survive clearing browser data -- The cart is stored in the browser's local storage, so clearing site data empties it.

Checkout Process

Clicking Proceed to Checkout in the cart creates an invoice for the cart contents and takes the family straight to the payment page. There is no registration or login step in between -- the student was already registered on the product page.

The Payment Page

The payment page is a standalone page where the family completes the purchase:

1. Invoice review -- The generated invoice is displayed with its line items
2. Discount Code (optional) -- The payer can enter a Discount Code and click Apply to reduce the total
3. Payment details -- Credit or debit card entry plus the payer's email address; if you accept ACH, a bank-payment tab is also available (a Credit Card Fee line appears if you have configured one -- it is never applied to ACH)
4. "Save this credit card for automatic bill payments" -- an optional checkbox to keep the card on file
5. "I agree to school policies and procedures" -- if you have published School Policies, this checkbox must be checked before Pay now becomes available
6. Pay now -- Processes the payment through your gateway (Evolv or Stripe)

After a successful payment, the family sees a "Payment received" summary and receives an email receipt, and your staff get an in-app notification of the purchase.

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Session spot counts on the storefront ("Open", "Full", "N spots remaining") are display-only -- checkout does not enforce capacity. Keep an eye on popular classes and deactivate the product if you need to close enrollment.

Abandoned Checkouts

If a family reaches the payment page but doesn't complete payment, the invoice created at checkout remains in Open status on your Invoices list, and the student record may show the Checkout Incomplete status. You can follow up with the family, or void the invoice if the purchase isn't going ahead.

What Happens After a Purchase

When a family completes a store purchase, Conductly handles the rest automatically:

1. Student records -- Already created at registration on the product page (pre-payment). The email entered on the payment page is saved as the payer's contact; no password or portal invitation is sent
2. Enrollment -- The enrollment activates only after the payment is captured. Until then, the student exists but is not enrolled
3. Invoice -- The invoice generated at checkout is marked paid
4. Payment -- The payment is recorded against the invoice
5. Notifications -- The customer receives a receipt email, and staff get an in-app notification

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You do not need to manually create student records, enroll students, or generate invoices for store purchases.

Booking a Lesson Online

Products set to Book online (private lessons only) skip the cart entirely:

1. The family picks an instructor, a lesson length, and an open time slot from the instructor's availability
2. They register the student (the same "Who is this for?" step) and agree to your school policies
3. They click Book lesson (with Instant booking) or Request this time (with Request to book) and go straight to the payment page

With Instant booking, the lesson is scheduled immediately after payment. With Request to book, the booking queues on your Lesson requests page for you to Approve or Decline. Self-booked lessons always bill as a single pay-in-full charge.

Form-Linked and Contact Products

• Sign-up form products direct families to a form (button text defaults to "Complete Interest Form") instead of the cart. Responses are managed in Forms & Leads. Great for interest forms, audition applications, or waitlist-style signups.
• Contact us products show a "Contact us to schedule" button with no checkout -- families reach out to your school directly.

Tips for a Smooth Checkout Experience

• Upload product images -- Products with photos get significantly more engagement than those with placeholder icons
• Write clear descriptions -- Help families understand exactly what they are purchasing
• Keep pricing visible -- Unless you have a specific reason to hide prices, showing them reduces friction in the buying process
• Publish your School Policies -- Protect your school by requiring families to agree to your policies before paying
• Use discount codes -- Promotional codes entered on the payment page are a great way to incentivize enrollment during key periods