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  1. Billing
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  5. Articles and FAQ
  6. Checkout V3 - Pop Up
  1. Billing
  3. Hosted Capabilities
  5. Articles and FAQ
  6. Checkout V3 - Pop Up

How to preview a checkout of a plan from Chargebee?

Problem Statement

You want to know how to preview a checkout of a plan from chargebee.

Solution

Scope

I want to look at the view of how the subscription will appear for the user.

Summary

The 'Preview' option functionality helps you to evaluate, visualize & analyze the outcome of your plans & site configuration. Checkout Preview is available under each Plan details page and preview for Checkout, Portal & Action pages are available at Checkout & Self-serve portal settings.

Solution

Customer-facing essentials consist of three pages and they are:

  1. Checkout (Full page/Hosted page & Drop-in script/In-App Checkout)

  2. Portal pages

  3. Action pages.

To analyze the plans & site configuration, the preview helps you to understand the complete flow from subscribing plans to purchase summaries.

Plan Details Page:

The preview option will be slightly different between Legacy Product Catalog & Latest Product Catalog. To find out the PC version you're using, refer to this link.

I. Legacy Product Catalog with In-app checkout

Go to Plans Index Page > Choose a plan and you can find the View option under Hosted Page & Customer Portal.
image

II. Latest Product Catalog with In-app checkout

  Go to Plans Index Page > Choose a plan > Choose a price point _(eg: Daily/Weekly/Monthly/Yearly)_ and you can find the Preview option under Customer-Facing Info.
image

Checkout and Self-Serve Portal settings: Hpv3 (Legacy Product Catalog & Latest Product Catalog)

This option helps you to preview **Checkout, Portal & Action Pages**. Navigate to Settings > Configure Chargebee > Checkout & Self Serve Portal
image

Preview on the LIVE site:

Once, you transfer the configuration from the TEST site to the LIVE site, the Preview button will be linked only to the TEST site to avoid duplicate test entries. The 'Preview' button from the LIVE site relies on the test site configuration. If you prefer to make any changes or update settings on your LIVE site, it is recommended and advisable to first perform an analysis on the TEST site, and upon the successful result as per your requirements, you can transfer the TEST site configuration to LIVE site. Refer to this link to know more about Transfer Configuration.

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