Creating a custom checkout form lets you collect additional information from customers during purchase. Here's how to set it up and use it effectively.

Enable the Custom Checkout Form:

1. Navigate to the Checkout panel
2. Scroll to Additional Fields
3. Check "Enable Custom Checkout Form"
4. Click "Edit Custom Checkout Form"

Build Your Form:

• Replace placeholder text with your form name (e.g., "Gift Message" or "Delivery Instructions")
• Add form fields for the information you need
• Each field can include a title and description
• Mark fields as required if necessary

Customize Field Options:

• Add, edit, or remove fields as needed
• Include clear instructions for each field
• At least one field is required
• Configure visibility and requirement settings

Form Display:

• Appears below Shipping field on checkout page
• For digital products, shows below Email field
• Custom forms don't display for in-person sales
• Apple Pay users see the form in an expandable accordion menu

Access Form Submissions:

• View in Order details panel
• Check order notification emails
• Export in orders .csv file

Popular Uses:

• Gift messages
• Delivery instructions
• Referral surveys
• Terms of Service agreement
• Special requests

Remember to test your form by placing a sample order to ensure it works as intended.

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