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.
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
From the left sidebar click Services.
Click the Settings (⚙️) icon at the top-right corner of the page.
Select the Redirections tab.
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
Select your preferred redirection method and fill in required fields.
Click Update/Save to apply changes.
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
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
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
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
Redirection Logic
Pre-Intake or No Intake Trigger occurs right after purchase.
Post-Intake Trigger occurs only after client completes intake form.
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
Go to Services → Settings → Redirections
Scroll to Custom Modals
Click on a modal name to open the editor
Edit HTML text on the left panel
Click Run to preview
Click Update to save
If you exit without saving, the system shows an Unsaved Changes Warning.
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.
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