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What Are Checkout Playbooks?

Written by Holly

Checkout Playbooks are a set of plan-gated controls for changing how people enter checkout and what they see after they register or buy a ticket. They are useful when you want a shorter signup path, an external checkout, or a more tailored post-checkout experience. If a Checkout Playbooks field is disabled or unavailable, your plan may not include this feature.


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Instant signup to a free ticket


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Use this when you want visitors to enter their email address and be registered directly onto a specific free ticket. It skips the normal ticket-selection flow and bypasses custom registration questions, which makes it best for simple free events or campaigns where speed matters.


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Current Registration Settings Instant Signup To Ticket control


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You can set this up from Event Settings > Event Experience > Registration & Checkout by selecting a free ticket in Instant Signup To Ticket? under Registration Settings, then selecting Save at the top of the page.


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Custom checkout URL


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Use this when registrations are handled outside HeySummit. When set, standard register or book-now actions send visitors to your external checkout URL instead of the HeySummit checkout flow. Ticket buttons can include the ticket ID as a query parameter for your external system.


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Custom confirmation pages


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By default, completed registrations go to HeySummit's standard confirmation page. With a custom confirmation page, you can choose or create a Page Builder page for a specific ticket, then use that page for the post-checkout experience. In the dashboard, go to Ticketing & Payments > Tickets, Add-ons & Donations, open the ticket's Actions > Manage Ticket, and select Checkout. Under After checkout, select Custom page and choose your confirmation page, then select Save and Close.


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Current ticket Checkout After checkout choices and Custom page selector


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Custom confirmation pages are only available after a valid completed purchase, unless you are previewing as an organiser or event-team member. This keeps ticket-specific confirmation content tied to a real checkout session.


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Custom confirmation redirect URLs


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For a ticket-level external handoff after purchase, select External URL under the ticket's Checkout > After checkout settings, enter the destination in External URL, and select Save and Close. This is an alternative to a Page Builder confirmation page. HeySummit does not allow both a custom confirmation page and a custom confirmation redirect URL on the same ticket. Use these features deliberately: instant signup is best for simple free-ticket flows, custom checkout URLs are for external registration systems, and custom confirmation pages or redirects are for tailoring what happens after a ticket has been claimed or purchased.


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Choose another registration path


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Not sure whether to use a direct checkout link, embedded form, micro-site, external registration URL, Checkout Playbook, or custom confirmation page? See Choose how people register for your event.

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