AI Studio Payments: New Checkout Field and Lead Capture Options

TL;DR

AI Studio Payments checkouts received upgrades. Users can now configure fields, use a two-step lead capture, and display detailed order confirmations.

Who this affects

HighLevel has not confirmed who is affected by this update. Agencies using AI Studio Payments should review these changes. Agencies not using AI Studio Payments can ignore this update for now.

What changed

• Users can now show, hide, or require the phone number field in AI Studio Payments checkouts.
• Users can now show, hide, or require each billing address field (street, city, state, ZIP, country) in AI Studio Payments checkouts.
• Name and email fields remain always required in AI Studio Payments checkouts.
• A two-step checkout option is now available for AI Studio Payments. This option captures leads before payment.
• Step 1 of the two-step checkout saves the buyer as a CRM contact.
• The confirmation screen after payment now shows the order ID, items, taxes, total paid, and next charge for subscriptions.
• Users can send buyers to a custom thank-you page after payment, displaying their real order.

HighLevel has not confirmed the rollout status, limits, or plan gating for these changes.

Where to find it

HighLevel has not published the exact location for these new options. They will likely be found within the settings for AI Studio Payments checkout forms or product setup. Look for new configuration options related to field visibility, two-step checkout, and post-purchase page settings when setting up products for AI Studio Payments.

How agencies will use this

An agency running an offer for a client might set up an AI Studio Payments product for a new course. Previously, they had limited control over the checkout form. With this update, the agency can choose to hide the phone number and billing address fields to reduce friction and increase conversion, especially for lower-priced products where extensive information is not critical. If the product is a high-ticket item, they might require all billing address fields for better customer data. The agency can also enable the two-step checkout. This ensures that even if a buyer abandons the payment step, their name and email are saved as a CRM contact within the client's sub-account. This allows the agency to follow up with an abandoned cart workflow, potentially recovering lost sales. After a successful purchase, the agency can direct buyers to a custom thank-you page within the client's HighLevel funnel, ensuring a consistent brand experience while still displaying the accurate order details.

Our take

This is a major update for anyone leveraging AI Studio Payments. The ability to customize checkout fields and implement two-step lead capture addresses significant pain points. Agencies can now optimize conversion rates by reducing form friction or gather more data when needed. The lead capture capability is crucial for retargeting. This makes AI Studio Payments a more robust option for handling client transactions.