# 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**
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.\
***
#### **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
***
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\
***
#### **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\
\
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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