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SuiteDash's NEW Checkout Form: Revolutionary Feature!

836 views· 32 likes· 11:10· Aug 30, 2024

Are you ready to revolutionize your business automation? SuiteDash's NEW Checkout Form is a game changer! As a Business Automation Specialist and Virtual Assistant, I'm thrilled to share this feature that takes workflow automation to the next level. Imagine, with SuiteDash, you can now create a checkout form that not only kicks off automations but also processes payments upfront. This means more business freedom and less hassle with invoicing. Whether you're managing courses, services, or one-on-ones, this tool is designed to enhance efficiency and streamline your process. Remember, "Alone we can do so little; together we can do so much." Dream it, and we'll automate it! Let's unlock the true potential of your business together! #suitedash #vlog #clientportal #customerportal #invoice #productivitytool CHAPTERS: 00:00 - Intro 00:19 - What is a Kickoff Form 01:28 - Creating a Checkout Form 08:11 - Understanding Known Targets 10:55 - Outro

About This Video

I got up close and personal in SuiteDash because… I love SuiteDash, and I stumbled on something that genuinely blew my mind: a kickoff form that’s also a live checkout form. Normally, a kickoff form is just there to kick off an automation or start a process. But now? You can have someone pay with a card upfront before they even get into the portal—no back-and-forth invoicing, no “I’ll pay later” energy. I tested it live (yes, at 9:11 p.m.) because I had to see if it was real, and it’s absolutely a game changer for workflow automation ops. In the video, I walk through creating the checkout form, choosing a payment gateway (Stripe is in—note that PayPal isn’t showing), and setting up what the client actually buys using packages, items, and add-ons. The best part is it still carries those kickoff form vibes: custom fields, choice blocks, even an appointment block so you can build a full flow (pay → intake → schedule) in one place. Then I break down “known” vs “unknown” targets and how this form can default people into a client role, invite them to the portal, and require payment before access. Bottom line: SuiteDash keeps dropping gems, and now I’m over here needing to revamp workflows because this feature changes the way we onboard and sell.

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