Account Types in the Checkout

Overview

gaiia Checkout requires customers to select an Account Type, such as Residential or Commercial, before displaying products, so they only see the options that match their needs. Customers can switch between any Account Types that are available at their service address, and their selection carries through the rest of the checkout flow.

After a customer selects a plan, their Account Type is saved to their profile. In the Client Portal, this Account Type determines which plans they can view when managing or upgrading their services.

In this article, we will cover how to configure your products for Account Type filtering and how these options display during checkout.

Once an Account Type is set for a customer, they will need to contact your team to have it changed.

Configuring Account Types

The first part of enabling the account type filters in the checkout is ensuring you have your ideal Account Types configured within your gaiia instance. To configure your Account Types, check out this article! Configuring Account Statuses, Types and Groups

Once these are configured, you can then connect them to your products so the filtering happens automatically.

Associating Account Types with Products

The second part of having the account type filters display on the checkout is configuring your products to support this. To do this, when you’re originally creating a product, you’ll want to set up an Account Type for that product. This restricts what Account Type(s) this product can be assigned to.

Once you have your products configured with their appropriate Account Types (e.g. Residential specific products with the Residential Account Type), these Account Types will then start to display on the checkout as seen in the image below:

If no products have Account Types, all products available at the customers address will be displayed

Using Workflows to Determine Account Type

Another way to determine an Account Type is for your product availability workflow to assign it automatically. When this happens, depending on the configuration, checkout skips the Account Type selector entirely. To configure this:

1. Update your workflow to set the Account Type field based on your rules.
2. Confirm the workflow successfully returns the correct Account Type during address verification.
3. Complete Account Type configuration and product association as described earlier.

If the workflow returns multiple Account Types, customers will be able to toggle between the account types in the checkout.