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:
Head over to any product > click into the Checkout tab > then scroll down to the Collect Info section.
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!
⚠️ Looking to add a waiver or your own terms & conditions? Checkout fields — including the Checkboxes field — can't hold your own custom waiver or T&Cs text; they're only for short, simple confirmations. Instead, add a single line to your product's landing page (for example, "By purchasing, you agree to these terms and conditions.") and hyperlink it to an external document, like a Google Doc.
📦 Selling a physical product? Add the dedicated Address field to collect a shipping address at checkout — see Can I Sell Physical Products with WithMe?