Payments are processed by our payment infrastructure. The card form itself lives inside a secure
embed; Pocketsflow wraps it with your branding, collects the buyer’s email
and name, applies discounts and order bumps, and handles the redirect or success
handshake. You never handle raw card data.
Key elements of the checkout
A Pocketsflow checkout typically includes:- A product panel — name, price, image, and (optionally) a review and a refund-guarantee line.
- Buyer fields — email (always) and optional first / last name.
- The payment form (the secure embed) with the buyer’s local payment methods.
- Discount code entry, when you run coupons.
- Optional order bumps — a small add-on the buyer can tick.
- Policy links — refund, terms, privacy.
Configuring fields
Keep the form short — every extra field costs conversion.1
Open the Checkout step
In the product or subscription editor, open the Checkout step.
2
Choose which fields to collect
Email is always required. Toggle first name and last name on only if
you genuinely need them (for personalization, community access, or invoices).
3
Add order bumps (optional)
Surface a small, relevant add-on on the checkout — see
Upsells & bundles.
Checkout templates (skins)
Like product pages, the checkout can be re-skinned with a template. A checkout template is pure design data — a set of style tokens plus a five-color palette — applied over the same checkout. The payment flow and every embed mode are identical across templates; only the look changes.Style tokens
Each template sets:- Layout — the structural arrangement of the checkout (see below).
- Theme —
lightordark. Dark also asks the payment embed for its night theme so the card form matches. - Heading & body fonts — from the shared type set (sans, serif, mono, Inter, Space Grotesk, Poppins, Montserrat, Playfair).
- Corners —
sharp,soft, orround. - Borders —
thin,medium, orbold. - Conversion blocks — a trust line (your product’s real refund policy as a money-back guarantee) and a testimonial (the product’s top real review shown on the panel). These only ever render real data.
The palette
Five color knobs: Background (page + payment column), Product panel, Text, Accent (links, price, primary button), and Borders. The accent also maps to the nearest named color the payment embed supports, so the card form’s accent matches your skin.Checkout layouts
The same checkout DOM can be arranged ten ways (CSS-only, so the payment flow is untouched):Built-in checkout templates
Pocketsflow ships a library of ready-made skins that combine a layout, theme, fonts, and palette. Pick one and tweak, or build your own from the tokens above:Templates that shipped with an earlier accent still match their template and
automatically render the current, better-contrast palette — so a checkout you
skinned months ago keeps looking right. A checkout you fully customized keeps
exactly the look you saved.
Branding the checkout
Make the checkout feel like a natural extension of your brand without confusing buyers:- Choose a template (or palette) that matches your product page.
- Keep the headline short and reassuring, not salesy — the selling happened on the page; here you’re closing.
- Turn on the trust block so your refund guarantee is visible at the moment of payment.
- Follow the flat house style: separation via borders and contrast, no drop shadows or hover animations.
Payment methods and currencies
Depending on the buyer’s region and your configuration, our payment infrastructure offers the buyer appropriate local payment methods (cards and wallets) and currency handling.- For what’s supported and where, see Payment methods and Available countries.
- If you sell globally, test the experience in the currencies and methods your audience actually uses.
Policies and legal links
Reference your policies at checkout so buyers can review them:- Refund policy
- Terms & conditions
- Privacy policy
pocketsflow.com (for example,
/refund-policy, /terms, /privacy) or your own equivalents so they’re always
current. See Refunds & disputes.
Embedding the checkout on your own site
The checkout can be embedded in an iframe on your website, so buyers pay without leaving your page. There are two embed modes:isOnWebsite— the checkout is embedded within your own site layout.embedCheckoutOnly— only the payment portion is embedded (the tightest, chromeless embed).
postMessage:
- The
resizemessage lets you size the iframe to its content automatically. - The
processingmessage fires as soon as payment begins. - The
successmessage fires exactly once, and only after the order has been confirmed on the backend — so it always carries the real order, past any webhook timing. Use it to unlock content, show your own confirmation, or fire analytics. - Standalone (non-embedded) checkout instead performs a normal redirect to a thank-you / success page.
Testing your checkout
1
Open in a private window
Use the checkout link (or your embedded page) in an incognito window.
2
Complete a test transaction
Pay with a test card in test mode.
3
Confirm the whole path
Check desktop and mobile, the confirmation screen or
success message, the
delivery email, and that an order and customer appear in your dashboard.4
Re-test after changes
Repeat whenever you change pricing, the template, embed mode, discounts, or
upsells.
What’s next
- To add order bumps and post-purchase offers, see Upsells & bundles.
- To skin the page that leads into checkout, see Page templates.
- To act on payment events server-side, see Webhook events.
- To see where checkout data lands, see Orders & customers.