Guides & how-tos
Everything you need to set up and get the most out of bookto checkout.
Need help with your account or shared bookto features? Browse bookto platform guides.
Getting started
The essentials setup — from logging in to sharing your first payment link. Follow them in order.
Step 0
Logging in to bookto
bookto uses passwordless login. Enter your email, click the magic link we send you, and you're in — no password to remember.
Read →Step 1
Find your way around your dashboard
A quick tour of the bookto checkout dashboard — what each item in the left-hand menu does.
Read →Step 2
Complete your account
Complete the shared bookto account details and accept the Data Processing Agreement before publishing a tool live.
Read →Step 3
Connect Mollie
Connect Mollie — the European payment provider that powers your checkout — by pasting your API keys into the Integrations page.
Read →Step 4
Create a product
Add something to sell: name, who can buy it, description, price excl. VAT, optional discount and image, and a custom message in the order confirmation.
Read →Step 5
Test, edit, and share your payment link
Run a test order, edit your product, grab the payment link, and see which emails are sent automatically after a sale.
Read →Step 6
Manage product status
Active, deactivated, or deleted — understand what each product status does to your checkout link and product slots.
Read →Playbook
Create your first product
A ready-to-use playbook for selling a 30-minute session through checkout, with a note on booking appointments directly.
Read →Running your shop
Day-to-day basics: reading your sales and orders, going live, and how your link looks when shared.
Dashboard
Your dashboard: the sales overview
Read your sales at a glance — total revenue, orders, average order value, revenue by month, and sales by product.
Read →Go live
Going live: from test to your first real sale
How test and live mode work in bookto, what you need before real customers can pay, and a short go-live checklist.
Read →Orders
Reading your orders
Where to find your orders, what each status means (paid, pending, failed, expired), how test orders are kept separate, and how to export your orders.
Read →Checkout
What your buyer sees at checkout
A walkthrough of the checkout from your buyer's side: the details they fill in, how they pay, and what happens right after.
Read →Sharing
How your link looks when shared
Control the title, description, and image that appear when your checkout link is shared on LinkedIn, WhatsApp, Facebook, and more.
Read →Flow integrations
On the Flow plan, connect Zapier to grow your email list and invoice automatically through your accounting tool.
Invoicing
Automatic invoicing via Zapier
Turn every paid bookto order into an invoice in your accounting tool automatically — via Zapier. Coming soon.
Read →Zapier
Send checkout orders to Zapier
Send paid checkout order data to Zapier and on to your other apps.
Read →Accounting
Connect your accounting or invoicing software
Automatically create invoices in your accounting tool when an order is paid.
Read →Automation & developers
Send every paid order to your other tools — via Zapier, Make, or your own webhook URL.
Good to know
The details that come up once you are up and running.
VAT
How VAT is handled
You enter prices excluding VAT. bookto applies the correct VAT treatment based on the country the buyer selects at checkout.
Read →Pricing
Setting a discount
Add a fixed-amount or percentage discount to a product. It shows on the checkout page and is applied before the buyer pays.
Read →Checkout
Custom checkout fields
Ask buyers for extra information at checkout — a size, a language, a date, or an agreement to tick. Add up to three custom fields per product on the Flow plan.
Read →Products
How to create a bundle of products
bookto checkout is one payment link per product — no shopping cart. To sell several things together, create a single bundle product.
Read →Refunds
Refunding a buyer
bookto doesn't process refunds — your payments live in Mollie and your invoicing in your accounting software. The cleanest, cheapest way to refund is through your bookkeeping.
Read →Help
Troubleshooting & common questions
Quick answers to the issues that come up most: magic links, missing emails, pending payments, VAT validation, missing invoices, and product limits.
Read →