Configuration: Guest Checkout
- 1 Setup Checklist
- 1.1 1. POS TASKS
- 1.2 2. COMMERCE TASKS
- 2 Prerequisite Tasks
- 3 Detailed Setup Guide
Setup Checklist
1. POS TASKS |
|
|---|---|
Configure a new IPTypeCode Required | Prerequisite |
2. COMMERCE TASKS |
|
Settings Configure ordersettings.anonymouscheckoutallowed. Required Configure checkout.guestcheckout.preferguest. REQUIRED Configure ordersettings.anonymouscheckoutbyproduct. STRONGLY RECOMMENDED Language Strings Configure checkout.guestcheckout.switchtologin.description optional Configure checkout.guestcheckout.modal.title optional Configure checkout.guestcheckout.modal.description optional | Prerequisite |
1. Enable Anonymous Checkout REQUIRED 2. Configure Guest Checkout Register vs. Traditional Login REQUIRED 3. Configure Selective Guest Checkout STRONGLY RECOMMENDED 4. (Optional) Enable Phone Number Capture optional | Detailed Setup |
Prerequisite Tasks
POS Tasks
Distinguishing guests created in RTP|One through guest checkout rather than through traditional authentication can be useful for operation and fulfillment staff and for reporting. If knowing whether a guest created in RTP|One was created from a guest checkout flow is desired, the resort RTP admin needs to configure a new IPTypeCode for Guest Checkout, or use an existing “guest” IPTypeCode. When the new IPTypeCode is defined in RTP|One, send this code to your Aspenware representative so they can enter it in the config file for the Unity instance used by the store(s).
NOTE: If IPTypeCode is not displayed in standard RTP|One administration, it’s likely not being accessed from a poweradmin account. If IPTypeCode cannot be viewed in RTP|One admin, work with your Aspenware representative to configure this.
If guests should not be distinguished from standard authentication guests, your Aspenware representative will need to define 1000 (which is the default Person IPTypeCode in RTP|One) in the config file for guest checkout.
Settings, Language Strings and/or HTML Widgets for this Feature
Settings
The following settings are used in the configuration of this feature. Please see the Detailed Setup Guide below for more information on configuring these settings and how those configurations influence the behavior of the Guest Checkout feature.
Setting | Value | Store |
ordersettings.anonymouscheckoutallowed | True - Enables guest checkout False - Disables guest checkout | This can be configured at the store level. If you have multiple stores, input the store this applies to. Otherwise, leave blank. |
checkout.guestcheckout.preferguest | True - Prefer guest checkout False - Prefer traditional login IMPORTANT: “True” is required for Resorts utilizing Identity. | This can be configured at the store level. If you have multiple stores, input the store this applies to. Otherwise, leave blank. |
ordersettings.anonymouscheckoutbyproduct | True = Enables guest checkout for the product False = Disables guest checkout for the product | This is the setting for configuring guest checkout at the product level. Note that guest checkout must also be enabled at the store level for this to work. |
Language Strings
To update language strings on the Guest Checkout page, configure the following language strings from Configuration > Languages > English > String Resources , search for the following strings and add them if they don’t exist. See full list of language strings for guest checkout in the Language Strings Library
String Resource | Value | Details |
checkout.guestcheckout.switchtologin.description | Have a RESORT account? | Describe option to switch to login |
checkout.guestcheckout.modal.title | We found an account for you | Modal title text if an authentication profile found for entered email. |
checkout.guestcheckout.modal.description | An account exists for this email. Would you like to sign in to your account? | Modal description text if an authentication profile found for entered email. |
Detailed Setup Guide
Enable Anonymous Checkout
Configure Guest Checkout Register vs. Traditional Login
Configure Selective Guest Checkout (Optional, but Recommended)
(Optional) Enable Phone Number Capture
1. Enable Anonymous Checkout
IMPORTANT: This setting will mark all products in the store as Guest Checkout products. Continue on in Step 3 to set specific products as Guest Checkout products. Whether you are using guest checkout store-wide or only for specific products, this setting must be checked.
There are two methods for configuring this setting:
METHOD 1:
Go to Configuration > Settings > Order settings > Expand the Checkout section.
Check Anonymous checkout allowed.
Click Save. (Note that you will need to toggle from “Basic” to “Advanced” on the Order Settings screen.
METHOD 2:
Go to Configuration > Settings > All settings (advanced)
Search for ordersettings.anonymouscheckoutallowed
Click Edit.
Change Value to True to enable guest checkout, False to disable guest checkout.
Click Update.
2. Configure Guest Checkout Register vs. Traditional Login
It’s possible to configure whether the guest checkout register form or the traditional login form is shown first when guest checkout is enabled for a store. This allows the admin to emphasize guest checkout over traditional login (if set to true), or to show traditional login first (if set to false).
Go to Configuration > Settings > All settings (advanced)
Search for checkout.guestcheckout.preferguest
Click Edit.
Change Value to True to display guest checkout first, False to display traditional login screen (see examples in the table below.) For resorts using Identity, this value MUST be set to True.
Click Update.
Setting | Value | Store | Example (Click to enlarge) |
checkout.guestcheckout.preferguest | True - Prefer guest checkout False - Prefer traditional login | This can be configured at the store level. If you have multiple stores, input the store this applies to. Otherwise, leave blank. | True False |
3. Configure Selective Guest Checkout (Optional, but Recommended)
While this is an optional step, nearly all resorts will choose to utilize the Selective Guest checkout feature. Guest checkout may be enabled either globally within the store or by individual products. The following steps need to be completed IN ADDITION to the steps above to enable Selective Guest Checkout. This will limit guest checkout to carts that contain only products that are guest checkout eligible.
This feature works by enabling two additional settings (after enabling Anonymous Guest Checkout (see above)).
Enable Selective Guest Checkout at the Order Level
This enables selective guest checkout at the order level. There are two methods for this:
METHOD 1:
Go to Configuration > Settings > Order Settings
Scroll down to the Additional Order Settings section
Check “Selective Guest Checkout”
Scroll to the top of the Order Settings page and click Save (This will enable selective guest checkout which makes guest checkout only available for carts that contain selective guest checkout-eligible products.)
METHOD 2:
Go to Configuration > Settings > All settings (advanced).
Search for ordersettings.anonymouscheckoutbyproduct.
Click Edit.
Change Value to True to enable selective guest checkout, False to disable selective guest checkout.
Click Update.
Enable Selective Guest Checkout at the Product Level
Then, go to Catalog > Products and click Edit on the desired product.
Scroll to and expand the Additional Product Settings drop-down.
Check Selective Guest Checkout.
Scroll to the top of the page and click Save.
4. (Optional) Enable Phone Number Capture
This setting will turn on the option to save a phone number during checkout’s payment screen. This is beneficial as guest checkout customers are otherwise not prompted to enter a phone number.
Go to Admin > Configuration > Payment methods > select your active payment method > Configure > select the checkbox for Requires Phone Number
Click Save.