Custom checkout fields allow you to request as much information from your customers on the online checkout as you need, to make fulfilling orders as smooth as possible.
Follow the guide below to learn how to create and assign custom fields to your online checkout, to be filled out by your customers for every booking placed online.
How it works
The Booqable online checkout already supplies default information fields for the customer to fill out; such as name, phone number, email, and address.
However, you may wish to collect even more information from the customer about their rental order such as delivery instructions, secondary contact numbers, insurance numbers, drivers license number, additional information about the reservation, and so on.
1. Add a custom field
First, you will need to add at least one custom field into your Booqable account, including the configuration of all its display settings, before you can add it to your website's online checkout.
1. Go to Settings > Custom fields.
2. Click either Add a new order field, or Add a new customer field.
💡Note: The information you collect in the checkout of your Online Store will automatically appear on your manual orders to be filled out by your team, and in your customer's profile.
3. In Custom field label, give your field a name.
4. Optionally, edit the Custom field variable. This field is the code you place in your email templates, if you wish to include the information for your customers.
5. Select the data type. You can choose between single-line text, a Drop-down menu, Date fields and even more Data types for the customer to input their information.
6. In Display on, choose which documents you wish this custom field to appear on. For checkout fields that customers fill out, it may be useful to include this in the packing slip to assist your delivery drivers.
7. Hit Save.
2. Map this custom field to the online checkout
Go to Settings > Online Reservations> Checkout.
In the Checkout fields section, click Checkout forms.
Click "Add item" and select the Field from a dropdown list.
Select your newly created custom field from the drop-down menu.
In Label, name this field as you wish it to be displayed on the online checkout.
Optionally, add a Tooltip to display with this field to provide more information to your customers.
Optionally, tick the checkbox Required field if you wish this field to be Required to complete the checkout. This means the customer cannot place the order unless they fill out this field.
Hit Save, and you're done!
Now, these fields will appear on your online checkout to be filled out by the customer on every online reservation placed on your rental website.