Edit and Share Checkout Links
Manage existing checkout links, copy public URLs, and retire old offers.
Use the checkout links list to manage the public links your team shares with customers.
Review Checkout Links
Open Commerce > Checkout Links. The table shows the name, public path, type, active status, and use count.
Review this list before launching a campaign or sending payment links from CRM, email, proposals, or booking confirmations.
Share a Link
Use the row actions to copy the public checkout URL. Share it in email, chat, proposals, booking confirmations, website buttons, or CRM follow-up messages.
After copying, open the pasted link once to confirm it is the checkout link you intended to share. This prevents old draft, test, or expired links from reaching customers.
When sharing from a proposal, campaign, or CRM follow-up, include the offer name or package context in the message. Customers should understand what they are buying before they reach the payment page.
If a link is intended for one customer, send it from the customer record or message thread where the sales context lives. This keeps the checkout action connected to the conversation that created it.
Open and Test a Link
Use the open action to view the public checkout page. Test the page before sending it to customers, especially after changing products, prices, payment methods, custom fields, max uses, or expiration.
Test in a private browser window so your signed-in session does not hide public page issues. Check product names, quantity, total, required fields, payment methods, success behavior, and invoice creation.
After the test purchase, open the order and any generated invoice. Confirm custom-field answers, payment status, customer details, and notification or workflow behavior before sending the link to a broader audience.
For high-value offers, ask a teammate to open the link from another device or network. This catches copied-link, domain, and mobile layout issues before the customer sees them.
Edit a Link
Use edit to update products, quantity, price override, payment methods, intake fields, success behavior, limits, active status, or invoice creation.
When editing a live link, consider whether customers already received the old offer. For price, product, or limit changes, send an updated message so customers know which version is current.
If the old link was embedded on a website or used in saved emails, update those places immediately after editing or replacing the link. Otherwise customers may continue using an outdated offer path.
Replace A Live Offer
When changing price, scope, or products on a live offer, consider duplicating or creating a new checkout link instead of editing the existing one. This keeps old campaigns, customer conversations, and reporting easier to explain.
If you reuse the same link, document when the change happened and update the message around the link so customers know the current offer.
After replacing a live offer, search recent emails, proposals, website buttons, and CRM notes for the old URL. Remove or mark old links so teammates do not continue sharing them.
Delete a Link
Delete only links that are no longer needed and safe to remove. For a link that has been shared publicly, deactivating it is usually safer than deleting it.
Deactivate first when the link appears on websites, emails, social posts, or old proposals. Delete only after you are confident no customer needs the link for reference.
After deactivating, open the public URL and confirm it no longer accepts purchases. Then remove the link from active campaigns and website pages.