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Collecting Information from Customers During Checkout

How to collect extra info from customers during checkout, including name, address, phone, and custom question fields, with each field labelable and set as required or optional.

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:

  1. Head over to any product > click into the Checkout tab > then scroll down to the Collect Info section.

  2. Click on +Add Field and choose from the following types of questions:

    • Name (collect your customer’s name, shown in your customer management view)

    • Address (for a shipping or mailing address)

    • Multiple choice

    • Checkboxes

    • Dropdown

    • Text

    • Multi-line text

For each field you add, you can set a custom label and mark it as required or optional.

Simply add the questions you need, and you’ll be able to gather the info you want directly from your 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?

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