Creating a payment form is the first step to selling your course through Learnybox. This guide walks you through the setup process.
Step 1: Create a Payment Form
Navigate to Sales → Offers
In the Forms tab, click Create form
Step 2: Set Up Initial Details
Form Name: Name your new payment form
Product Name and Price: Set the name and price for your main product (you can add more products later)
Course Selection: If you're selling access to a course, select the course as the product
Payment Methods: Choose the payment method(s) you want to offer
VAT (Sales Tax): Set applicable VAT rates
Note: All these settings can be updated later if needed.
Step 3: Configure Additional Products
Open the Products tab
Click Add product or edit an existing one
Expand the Access from purchasing this product section to grant course or live webinar access
Step 4: Set Up Payment Methods
Open the Payment methods tab
Add or remove payment methods as needed
Ensure all added payment methods are properly set up and integrated with Learnybox
Choose between one-time payments or installment plans (based on the payment method’s configuration)
Step 5: Customize Form
Redirection After Payment: Choose where customers are redirected post-purchase
Form Fields: Add any custom fields to collect specific customer data
Design & Theme: Personalize your form’s visual appearance
Email sequences: Set up pre-sale and post-sale emails
Advanced VAT Rules: Fine-tune your VAT configuration
Note: Always remember to save your configuration changes.
Important: Prevent Cart Abandonment Conflicts
If using pre-sale email sequences (for users who begin the checkout process by filling out their details but don’t complete their order), be sure to add an automated action to the first step of your Customers sequence.
This action should remove contacts from the Cart Abandonment sequence upon purchase to avoid sending conflicting emails.
Want to sell multiple products through one payment form?
See our article: How to sell multiple products through the same payment form