What you will accomplish

You will walk through checkout the same way a customer would—from the product list to the cart to the contact form—and confirm names, prices, and staff follow-up locations are correct before you share a marketplace link.

When to use this guide

Use this guide before customers buy products, services, memberships, or storage plans from your product marketplace.

Run this test when:

• You turn on the product marketplace for the first time
• You add a new paid plan or change a price
• A customer reported confusion at checkout
• You are about to put a marketplace link on your website or in an email

Before you start

• Marketplace options are turned on in Settings > Website & customer app.
• The item is active in Payments > Products and services.
• The item has a price (not “contact for pricing” only) if customers should pay online.
• The item is set to Show on marketplace in Payments > Products and services.
• A manager reviewed the price, billing schedule, and customer-facing description.
• Payment processing is connected if customers will pay by card online.

Step 1: Copy the product marketplace link

1. Open Website & customer app

   Go to Settings > Website & customer app.

2. Copy the product marketplace link

   On Settings > Website & customer app, copy Main page from Shareable links.

   Add /marketplace/products to the end of that address.

   Example: if Main page ends with /facility/your-facility-name, the product marketplace is /facility/your-facility-name/marketplace/products.

   You can also open Marketplace and click View marketplace, then choose Products in the menu.

   Expected result: You have the customer-facing products link, not a staff dashboard address.

Step 2: Open the marketplace like a customer

1. Use a private browser window

   Open the copied link in a private or incognito window—or a browser where you are not signed in to the staff dashboard.

   Why this matters: Customers never see your staff sidebar. You should see what they see.

2. Scan the product list

   Check:

   • At least one item appears
   • Names are clear (for example, “Monthly Climate Controlled Storage”)
   • Prices match what your team expects
   • Descriptions explain what the customer receives
   • Draft or internal-only items are not visible

   Expected result: A customer can understand what you sell without calling your office.

Step 3: Open the product and add it to the cart

1. Click the product card

   Open the plan or service you want to test.

   Some products offer more than one price (for example, different storage levels). Click the option that matches what you want to test.

   If you only see Contact for pricing, the product may not have a price set in Payments > Products and services. Add or fix the price, then test again.

2. Click Add to cart

   Click Add to cart when the button appears.

   Expected result: The cart shows the correct name, price, and billing schedule (such as monthly).

Step 4: Open checkout and review contact details

1. Click Checkout

   From the cart or product flow, click Checkout.

2. Review Your Details

   Checkout usually asks for first name, last name, and email first. Some facilities also ask for a phone number.

   Expected result: The customer knows which fields are required and what happens after they click Continue.

Check:

• Your facility name is correct
• The cart summary shows the right product and price
• Repeating charges clearly say monthly or another schedule
• Required fields are marked clearly

Step 5: Complete your facility’s safe test path

Follow your team’s approved test process from here.

1. Fill in Your Details

   Enter first name, last name, and email. Click Continue.

   Expected result: The page moves to email verification or payment—depending on your setup.

2. Verify email (if shown)

   Check the test inbox for a verification code. Enter the code and click Verify & Continue to Payment (or similar).

   Why this matters: This step ties the purchase to the correct person before payment.

3. Complete payment (if card payments are on)

   Continue only with test card details your facility approves. Stripe may show an embedded payment form on the same page.

   Expected result: You see a clear success message when payment finishes.

4. Confirm staff follow-up locations

   Sign back into the staff dashboard and check Contacts, Payments > Invoices, and Payments > Recurring if the customer bought a repeating plan.

Step 6: Confirm where staff will see the result

After your test, sign back into the staff dashboard and check the places your facility uses:

• Contacts for a new or updated customer
• Payments > Invoices for customer billing records
• Payments > Recurring if the customer bought a repeating plan
• Inbox if your team sends follow-up messages from the app

What success looks like

• Only approved items appear on the public marketplace.
• Product, cart, and checkout totals all match.
• A customer can complete contact details without confusion.
• Staff know where the customer record, invoice, or subscription will appear.
• You tested the full path in a private window before sharing the link.

Troubleshooting

What to do next

• Choose the right public link to share when you send marketplace links to customers
• Manage products and services to keep pricing and descriptions accurate
• Go live checklist for public pages before a wide launch