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How to Collect Information from Customers at Checkout on WithMe

How to Collect Information from Customers at Checkout on WithMe

How to Collect Information from Customers at Checkout on WithMe

Want to gather key info from your audience during checkout? WithMe makes it simple! When you're setting up a digital product, you can customize the checkout experience to collect details like names, preferences, a shipping address for physical products, or anything else you need.


✏️ How to Edit Checkout Fields

  1. Open the product you want to edit in your WithMe dashboard.

  2. Click into the Checkout tab, then scroll down to the Collect Info section.

By default, WithMe requires Name and Email at checkout—but you can add extra fields based on what you need!


↕️ How to Reorder Checkout Fields

You can change the display order of your checkout fields — for example, moving a First Name field above Email. To reorder:

  1. Open the product in your WithMe dashboard.

  2. Click into the Checkout tab, then scroll down to the Collect Info section.

  3. Use the reorder option to arrange your fields in the order you prefer.


🧩 What Kind of Info Can I Collect?

You can choose from several field types, including:

  • Text Input

  • Address (collects a full shipping or mailing address)

  • Multiple Choice

  • Dropdown

  • Checkboxes

Want to make sure a question gets answered? Just mark the field as Required so the customer can't complete the purchase without filling it out.

Once you're happy with your setup, just publish the product and try out the checkout flow yourself to make sure everything looks good!

📦 Selling a physical product? Add the dedicated Address field here to collect a shipping address at checkout — see Can I Sell Physical Products with WithMe? for the full setup.


🚨 Important Note:
WithMe doesn't currently support file uploads at checkout or through digital product fields. So if you need your customer to send you something like a document or photo, you'll need to collect that separately (e.g., via email or a follow-up form).

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