Collecting Information from Customers During Checkout
Can I collect more info from my customers during checkout?
Absolutely! Whether you want to ask your customers questions before they book a call with you, collect a shipping address for a physical product, or learn more about how they found you, WithMe makes it easy to collect extra info during checkout.
Here’s how you can do it:
Open a product with editable checkout fields, select Checkout and scroll to Checkout Fields.
Click Add field, then use the new row’s type dropdown to choose a field type:
Name (collect your customer’s name, shown in your customer management view)
Address (for a shipping or mailing address)
Phone (collect a contact number)
Custom (a text field with your own label)
The Name field's label defaults to "Name", though you can customise it (for example, to "Full Name"). If you mark it as required, buyers will see "Name is required" until they fill it in. You can add this field to checkout for digital products/content, courses, coaching, coaching calls, communities, paid messages, and membership tiers.
For each field, set the label and turn Required on or off. You can reorder rows using their drag handles, or remove a row with its trash icon. Save the product changes to apply your configuration.
Simply add the questions you need, and you’ll be able to gather the info you want directly from your customers!
The checkout field editor offers Name, Address, Phone and Custom text fields; it does not offer a checkbox field. For detailed terms or other documents, add a link in your product’s landing-page description, such as a link to a document you share with customers.
📦 Selling a physical product? Add the dedicated Address field to collect a shipping address at checkout, see Can I Sell Physical Products with WithMe?
🎯 Running coaching? The fields you set up here also show up on that tier's application form, so applicants answer the same questions when they apply.