Checkout Link Limits
Use max uses, expiration dates, active status, and payment restrictions.
Limits help control where, when, and how a checkout link can be used.
Max Uses
Use Max Uses when an offer can only be purchased a set number of times. Leave it empty for unlimited use.
Max uses is useful for limited seats, one-off deposits, private offers, and promotions with a fixed quantity.
Before setting a low limit, decide whether internal test purchases should count. If you test the live link, reduce the remaining quantity or recreate the link before sharing it publicly.
Use a separate test link when possible. This keeps live offer limits and order history clean.
For private offers, set max uses to the number of intended purchases and monitor the first order. If the customer needs to buy more than once, document that before they reach a sold-out page.
Expiration Date
Use Expires At when the link should stop being valid after a date. This is useful for campaigns, time-limited quotes, launch pricing, or seasonal offers.
Include the expiration date in the customer-facing offer copy when urgency matters. If the link is shared by email or social media, old messages can still circulate after the link expires.
After expiration, open the public link and confirm the customer sees the intended unavailable state. Then update any website buttons, campaigns, or proposal links that should move to a newer offer.
Active Status
Turn Active off to hide or disable a checkout link without deleting it. This is the safest way to pause a link that may already be shared.
Use inactive status for paused campaigns, pricing corrections, sold-out offers, or links that should be reviewed before more customers can pay.
Turn a link inactive before editing sensitive pricing or product selection that customers could access during the change.
Accepted Payment Methods
If payment gateways or offline methods are configured, the checkout link can limit which payment methods are accepted. Leave all methods unchecked to accept all available methods. Check specific methods to restrict checkout to those methods only.
If a customer says they cannot pay, check both the checkout-link payment method restriction and the workspace payment gateway status. A link can be active but still unusable if the required payment method is disconnected.
When restricting payment methods for a campaign, mention the accepted methods in the customer-facing offer copy. Customers should not discover restrictions only after reaching checkout.
Campaign Launch Checklist
Before launching a limited checkout offer, confirm:
- the link is active
- expiration and max uses match the campaign
- product quantity and price are correct
- payment methods are available
- success message or redirect is current
- invoice generation is expected
- internal test purchases will not consume live inventory
Test Limited Links
Open the checkout link in a private browser window and verify:
- The offer is active before expiration.
- The payment methods match the restriction.
- Quantity or use limits behave as expected.
- The success page appears after a test purchase or offline submission.
Turn the link inactive immediately if pricing, product selection, or payment settings are wrong.
After changing limits, open the public link again and confirm the customer sees the intended state: available, expired, inactive, sold out, or restricted.
After A Limit Is Hit
When a link reaches max uses or expires, update website buttons, campaigns, saved replies, and CRM follow-up tasks. A closed link should not keep appearing in active sales material.