Skip to main content
View Categories

Toolkit: Checkout Guest Step

3 min read

Split your checkout into two friendly steps, Guest Details first, so guests know exactly what to fill in and you keep their contact details even if they do not finish.


What it does #

A long checkout page can overwhelm a guest: contact fields, house rules, payment, and agreement boxes all at once. Some guests miss a required field and get stuck; others drift away without a trace.

Checkout Guest Step reorganizes the page into a two-step flow. Guests see the Guest Details section first, with a Continue button below it. Once their details are complete, the rest of checkout (rules, payment, agreement, and the booking button) appears. If a required field is missing, a clear message appears near the Continue button and the fields that need attention are highlighted.

What the guest experiences:

  • A short first step asking only for their details, with a Continue button.
  • A clear prompt like “Please complete the highlighted fields to continue” if something required is missing.
  • After continuing, their details collapse into a tidy summary with an Edit link, and the rest of checkout appears.

There is a quiet payoff for you too: when the guest clicks Continue (and, if you keep the default setting, as soon as they enter a valid email or phone number), their details are saved. If they abandon the checkout later, you still have a way to reach them.

How to turn it on #

1. Enable the module #

In the HomeRunner Toolkit Hub, switch on Checkout Guest Step.

2. Review the wording #

Open the module’s settings panel and adjust the Continue button label, the Edit link label, and the required-field message to match your voice. The defaults work well as-is.

3. Decide when details are captured #

Leave Capture on Blur on to save the guest’s details the moment they enter a valid email or phone number, before they even click Continue. This maximizes what Cart Abandonment Recovery can do with an unfinished checkout. Turn it off to capture only when the guest clicks Continue.

4. Add a privacy note (optional) #

If you want to tell guests how you use their contact information, add a short line in Privacy Note and it appears under the guest details. Leave it blank to show nothing.

Settings #

SettingWhat it controls
Continue Button LabelText on the button that reveals the rest of checkout. Default: “Continue”.
Edit Link LabelShown on the collapsed Guest Details summary to re-open the fields. Default: “Edit”.
Required-Field MessageShown near the Continue button when required guest fields are missing. Default: “Please complete the highlighted fields to continue.”
Capture on BlurAlso capture the guest the moment a valid email or phone is entered, before they click Continue. On by default.
Privacy Note (optional)Small text shown under the guest details, for example how you use their contact info. Blank hides it.

Tips #

  • Saving captured details requires the Conversion Kit to be active on your site. Without it, guests still get the two-step checkout experience, but abandoned-checkout details are not stored.
  • Pair this with Cart Abandonment Recovery: a guest captured at the guest step links to their abandoned checkout, so your recovery emails reach someone who was one step from booking.
  • Captured details also feed Guest Identity, which helps other features recognize a returning guest.
  • The step only changes your checkout page; the rest of your site is untouched.