Aesthetix CRM lets you sell directly on your funnel pages, websites, and forms. Once your products are set up, you can drop them onto an order form or a form payment element, connect your checkout provider, and start collecting payments from patients right where they land. This guide walks through adding products to a page and using the payment element inside forms.
Note: This article focuses on placing existing products on your pages and forms. To create products, manage variants, pricing, images, and inventory, see the E-commerce collection. To connect and configure the checkout provider that processes payments, see the Payments collection.
You can add products (both one-time and subscription) to any funnel page or website so patients can purchase directly.
If you are working in a website and don't see an option to add a product, you'll add the order form through the page's menu:
Open the website page where your order form will live.
Click the three dots (...) on the page.
Add the order form element, then select the product you want to sell.
Once the order form is on the page, patients can select the product and check out without leaving your site.
The payment element lets you add products directly to a form, with flexible customization and layout options. You can sell a specific product or collect a custom amount, all from within the form itself.
Choose a payment type: either sell a product or collect a custom amount from the form.
Select products and include descriptions and images, then choose how they're laid out.
Offer variants that are available for a specific product.
Respect inventory: product quantity follows your inventory management settings.
Include tax automatically when a patient purchases a product.
Under Integrations, locate the Payment element.
Drag and drop the payment element onto your form canvas.
Connect your payment provider.
Toggle between live and test modes.
Click Add Product to select from your available products.
Customize the product details, including description, image, and layout.
Adjust the look by choosing themes and styling options.
Save your changes, then preview the form to see the products in action.
Note: For the full list of supported checkout providers and how to connect them, see the Payments collection.
You can add up to 20 products to a single form.
Three layout options are available.
These forms can be added into your funnels and used as a one-step order form with unlimited customization.
Once patients start paying through your forms, the details flow into your account automatically.
Submission details: on form submission, the payment amount, order ID, and payment status are included in the submission details.
Order details: clicking the order ID opens the full order details.
Exports: these details can also be exported using the export options.
Email notifications: notifications reflect the payment status and amount.
Workflow trigger: the Payment Received trigger can be used with Forms as the source, so you can automate follow-up after a purchase.
Recurring (subscription) products are not currently supported in the form payment element.
Some providers, such as NMI and Authorize.net, require First Name as a mandatory field when a payment element is present on the form.
Refund amounts are not currently captured in the form payment element.
The older API-based checkout connection method is not supported; use the current connection flow.
In calendars with a custom form payment element, the payment element will not display.
Multiple payment elements across multiple native forms are not yet supported within a funnel.
Undo/redo is not yet supported with the payment element.
