# Service Purchase Redirection

Service Purchase Redirection allows you to control what happens **after a client purchases a service or completes an intake form**.\
Instead of leaving users on a static confirmation screen, you can redirect them to an internal page, an external link, or show a custom modal message.

This feature helps you manage user journey flow, move clients to dashboards or lists, provide instructions after purchase, or show a success/failure message based on the outcome.\
All settings apply **globally for all services** and can be configured inside **Service → Settings → Redirections**.

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#### **What You Can Do**

With Service Redirection you can:

• Redirect clients after successful purchase **before or without intake**\
• Redirect clients after **post-intake** form submission\
• Redirect clients **when purchase fails** (payment error, deleted service, coupon error etc.)\
• Choose redirection modes:\
 – Custom Modal (default templates provided, HTML editable)\
 – Internal Page (Dashboard, Orders, Tasks, Invoices, Proposals etc.)\
 – External Page (any website link)\
• Enable **Open in New Tab** toggle for pages and links\
• Edit system modal templates using **HTML Code Editor**\
• Preview modals before saving\
• Save configuration changes manually with a **Save/Update button**\
• Get warning prompts for **Unsaved changes**, **external links**, and **restricted internal pages**

***

#### **Why It Matters**

This feature ensures clients don’t get lost after checkout.\
It helps you provide clarity with post-purchase instructions, onboarding steps, or confirmation messaging.\
You can route clients to internal workflow pages or trigger guided next actions instead of leaving them idle.

Ideal for:\
✔ Smooth onboarding after purchase\
✔ Guiding clients to dashboards or task lists\
✔ Showing invoice/subscription/payment confirmation\
✔ Displaying payment failure notices\
✔ Directing users to external funnels or thank-you pages

***

#### **Access Location**

You can find Redirection settings under:

**Services → Settings (⚙️ top right) → Redirections tab**

***

#### **Getting Started**

1. From the left sidebar click **Services**.
2. Click the **Settings (⚙️)** icon at the top-right corner of the page.
3. Select the **Redirections** tab.
4. You will now see **three redirection configuration areas**:\
    • For services with pre-intake/no intake\
    • For services with post-intake form\
    • For failed purchase scenarios
5. Select your preferred redirection method and fill in required fields.
6. Click **Update/Save** to apply changes.\ <br>

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2F70tdhBuXFZQgGgm5dl05%2FScreenshot_38.png?alt=media&#x26;token=ae578a37-6f9a-44d3-ac39-d268dc1a37fe" alt=""><figcaption></figcaption></figure>

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#### **Redirection Type Options**

**1. External Page**

Use this to redirect clients to any website after purchase or intake completion.

How to configure:\
• Choose **External Page** from the dropdown\
• Enter a valid URL (http\:// or https\://)\
• Enable **Open Link in New Tab** if needed\
• System shows a warning before redirecting externally

Recommended for:\
– Thank-You pages\
– Funnels or onboarding pages\
– Knowledge base links\
– External invoice pages\ <br>

***

**2. Internal Page**

Redirect clients to built-in pages inside Agency Handy.

Available destinations:\
• Dashboard\
• Service List\
• Order List\
• Task List\
• Invoice List\
• Proposal List\
• Subscription List\ <br>

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FGOSFgJ0YioCJOnJYKRbU%2FScreenshot_32.png?alt=media&#x26;token=9683f1ef-e418-4eee-af81-2d3dff9ee9eb" alt=""><figcaption></figcaption></figure>

Behavior notes:\
• If selected internal page is not visible to a client due to role/sidebar restriction, system shows a warning\
• Admin must confirm continuation or change the option\
• Can open in a new tab if enabled

Good use cases:\
– Send clients to Dashboard after payment\
– Push them to tasks after intake\
– Redirect to Order List to track progress

***

3. **For Failed Purchase – External Page**

Redirect clients to an outside website when their payment fails.

Usage:\
Admins can enter any valid URL (http\:// or https\://) where the client will be redirected after a failed checkout attempt.

Behavior notes:\
• A warning is displayed before redirecting users to an external site\
• "Open link in new tab" toggle available\
• Useful when routing users to:\
– A payment help page\
– A support/FAQ article\
– An external retry payment link\
– A custom failure landing page on your website

***

### **Custom Modal**

Show a popup with a message immediately after purchase or intake completion.

Available modal templates:\
• Purchase Success\
• Purchase Success (Post-Intake)\
• Purchase Failed

Modal Editor Details:\
• Uses **HTML Code Editor**\
• You can modify text, design, styles\
• Preview available on the right side\
• Reset to default anytime\
• Save changes using **Update** button

Use cases:\
– Show "Payment Successful" with next steps\
– Show "Thank you for submitting intake"\
– Display failure message with retry instructions\ <br>

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2Fr89IFRGyURGx0H3ORQnb%2FScreenshot_39.png?alt=media&#x26;token=fe7ae3e0-263c-4689-8f07-d31621ecec4e" alt=""><figcaption></figcaption></figure>

***

#### **Redirection Logic**

1. **Pre-Intake or No Intake**\
    Trigger occurs right after purchase.
2. **Post-Intake**\
    Trigger occurs only after client completes intake form.
3. **Failed Purchase**\
    Used when payment decline or system error occurs:\
    • Service deleted\
    • Coupon invalid\
    • Addon removed\
    • Package deleted\
    • API/server failure

Each case can have its own redirection configuration.

***

#### **Custom Modal Editing Workflow**

1. Go to **Services → Settings → Redirections**
2. Scroll to **Custom Modals**
3. Click on a modal name to open the editor
4. Edit HTML text on the left panel
5. Click **Run** to preview
6. Click **Update** to save\ <br>

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FI4OLq2Hj2YkjfHzlLs8D%2FScreenshot_34.png?alt=media&#x26;token=da941a8c-7930-465b-a6ea-b3e88b024e7a" alt=""><figcaption></figcaption></figure>

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FcWk2LrDGcmd3Lx7qoJB8%2FScreenshot_40.png?alt=media&#x26;token=046a972b-08a6-4f14-bd25-35d417cd12c5" alt=""><figcaption></figcaption></figure>

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FpMiWCbZOiaCSwFBPdl99%2FScreenshot_41.png?alt=media&#x26;token=1b29cfb3-8625-4460-825a-b30f93ef42e8" alt=""><figcaption></figcaption></figure>

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If you exit without saving, the system shows an **Unsaved Changes Warning**.

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#### **Important Notes**

• Redirection applies globally for all services (no individual service rules yet).\
• Only system-provided modal templates exist for now.\
• External links display a caution alert before redirecting users.\
• Unsaved edits will trigger a warning when navigating away.\
• Some internal pages may be disabled if clients don't have access — tooltip will show reason.\
• Public purchase flows allow secure internal redirection without login interruption.