Creating a custom checkout form

Creating a custom checkout form

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Last updated February 13, 2026 20:02

Collect more information from your customers at checkout.

You can create a custom form for customers and donors to complete at checkout.

A custom checkout form is a great way to collect any information from customers and donors on the checkout page, like gift messages, special delivery instructions, or comments. You can also use it to require customers to agree to your Terms of Service.

Note: The custom checkout form is for gathering information for an entire order. To collect information for a single item, like custom engraving or lettering instructions, add a Add to cart form instead.

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Step 1 - Enable the custom checkout form

Open the Checkout panel.
Scroll down and click Additional Fields.
At the bottom of the panel, check Enable Custom Checkout Form.
Click Edit Custom Checkout Form to start building the form.

Step 2 - Edit the form

The Edit Custom Checkout Form window has placeholder content to help you get started. As you add and edit fields, a preview populates to the right.

To build the form with your own fields:

In the Form Name field, replace the placeholder text with the name of your form. For example, Gift Message or Delivery Instructions.
Click Add Form Field to add a new field. To learn more about the available fields, visit Form fields explained. Keep in mind, some fields, like the file upload field, aren't available in the custom checkout form.
For each field, you can edit the title and add a description or instructions.
The form requires at least one field. After you add a new field, you can click the trash can icon to remove the placeholder.
If the field is required to submit the form, check Required.
Click Done after creating each field.
Click Edit next to a field to edit its content at any time.
When you're done creating the custom checkout form, click Save to publish your changes.

How the form appears at checkout

The custom checkout form displays on the checkout page in its own section. The form name displays as the section title. To see how your custom checkout form to your customers, run a test order. Custom checkout forms don't display for in person sales.

Apple Pay

When you enable Apple Pay, the custom checkout form displays on the order summary page for customers on supported devices. Non-required fields are collapsed in an accordion menu. Customers with Apple Pay can expand the sections and complete the form before they proceed to checkout.

Checkout form ideas

If you want to add a customized experience to checkout but aren't sure where to start, visit these example guides as inspiration:

Reviewing checkout form submissions

Custom checkout form submissions appear in a few places where you can manage your orders and donations.

Order details - In the Orders panel, click an order to open the order details. The custom checkout form submission appears beneath the order summary. Click Expand to view all responses.
Donation details - In the Donations panel, click Contributions, then click a contribution to open the details. The custom checkout form submission appears beneath the contribution summary.
Email notification - Form submissions appear in the notification emails you receive for each order.
The orders .csv file - When you export orders, completed forms are included in the file.

Note: It's not possible to export the custom checkout form responses for donations. Instead, review them individually in the Contributions panel.

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Creating a custom checkout form