Designing your checkout steps

The checkout flow builder lets you design exactly what a customer sees and does while booking — beyond just paying — by stacking together blocks like text, questions, waivers, and signatures into a custom, multi-step flow.

Where to find it

Settings → Checkout Flow → Client View tab → Checkout Flow Builder section.

The Checkout Flow Builder, showing a list of blocks

How it works

• Script blocks — add any of these, in any order, to build your flow:
• Text Block — plain informational text (rules, instructions).
• Questionnaire — questions you require the customer to answer.
• Single Add-on — a point in the flow where one specific extra can be selected.
• Waiver — a liability waiver the customer must sign.
• Signature — a standalone signature capture, without full waiver text.
• File Upload — a place for the customer to upload a document (like a license or insurance).
• Checkbox — a simple yes/no acknowledgment.
• Delivery Calculator — lets the customer calculate a delivery fee based on their address.
• Targeting rules — for each block, you can limit when it shows: only for certain fleet categories or items, or only for certain delivery methods. Left alone, a block shows for every booking.

Example

You add a Waiver block that targets only your motorized items, and a Delivery Calculator block that only shows when the customer selects delivery instead of pickup. A customer booking a kayak with pickup never sees either block; a customer booking a jet ski with delivery sees both.

Good to know

• Blocks run in the order you arrange them — customers step through your checkout exactly the way you've laid it out.
• Targeting rules are optional; a block with no targeting rule always shows, for every booking.
• This is separate from Notes your staff see during checkout, which are internal reminders for your team, not something the customer sees.