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Collect custom information from customers during checkout by adding a personalized form. Here's how to create and manage a custom checkout form:
Enable Custom Checkout Form:
- Navigate to the Checkout panel
- Scroll to Additional Fields
- Check "Enable Custom Checkout Form"
- Click "Edit Custom Checkout Form"
Create Your Form:
- Enter a form name (e.g., "Gift Message" or "Delivery Instructions")
- Click "Add Form Field" to create new fields
- For each field:
- Add a title and description
- Mark as required if necessary
- Click "Done" to save the field
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Field edit box in form
Customize Field Options:
- Edit field content anytime
- Remove fields using the trash can icon
- Ensure at least one field exists
- Check "Required" for mandatory fields
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Form checkboxes for customizing product options
Form Display Location:
- Physical products: Below shipping field
- Digital products: Below email field
- In-person sales: Form not displayed
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Squarespace notification popup with buttons
Apple Pay Integration:
- Form displays on order summary page
- Non-required fields appear in collapsible menu
- Customers can complete before proceeding to checkout
Common Form Uses:
- Gift messages
- Delivery instructions
- Referral surveys
- Terms of Service agreement
Access Form Submissions:
- Order details panel
- Email notifications
- Orders .csv export file
Test your form by running a test order to ensure it appears correctly to customers.
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