thread Re: How to add custom fields to checkout links? in Online Store

How to add custom fields to checkout links?

JoshuaThJeweler — Thu, 20 May 2021 14:49:40 GMT

I recently received an email stating that Square now supports custom fields at checkout to collect information, which is something I need to add personalization for jewelry products but I cannot figure out how to add these fields. Below is the content of the email along with a set of instructions. I followed the link in the email to my dashboard-online checkout-checkout links but when I click on a link to edit or create a new link I do not see any options for custom fields or any "advanced settings." What am I missing? Can someone explain how to add these in more detail?

Email content:

"You can now add custom form fields to your checkout page to collect important details from customers like an account number or specific preferences. This allows you to manage orders and client accounts or memberships the way that works best for your business."

Re: How to add custom fields to checkout links?

ashc — Fri, 21 May 2021 20:43:43 GMT

Heya @JoshuaThJeweler,

Here's a photo of where that advanced setting button is:

It's on the creation page when you go to make a new checkout link! Hope this helps.

Re: How to add custom fields to checkout links?

mikgerdan1991 — Mon, 24 May 2021 03:17:17 GMT

I have this same problem. This "advanced settings" only occurs when you choose collect payment. Not sell item. I need these custom fields on my ITEMS.

Re: How to add custom fields to checkout links?

JoshuaThJeweler — Mon, 24 May 2021 03:53:03 GMT

Oh I see, this feature does not exactly work for my needs as I am selling items with personalization. I need custom fields that I can add to individual items (ideally before adding to cart, not at checkout), so customers can write in their personalized message or name that I will put onto the item. I could make this feature work in a roundabout way but it would be better if it was tied to items instead of having to make an entirely new checkout link for every piece that I can customize this way. Why is there no advanced settings for the items category? Could this be added at some point?

Re: How to add custom fields to checkout links?

mikgerdan1991 — Mon, 24 May 2021 09:22:03 GMT

You can do this, but Square's website is kinda fff'ed up. You like have to create the item in the square website, and then go make the edits to the item in the square.ONLINE website. It's not all one centralized location. And then for some stupid reason, you can then go BACK to the item on the regular square site and add completely different options. Do you mean like what I have at balancefitnessoregon.com/signup? (I originally had text boxes here too, but I want them at checkout, not before adding to the cart, which is why I'm here hijacking your post, lol)

Re: How to add custom fields to checkout links?

PeteG — Wed, 02 Jun 2021 19:42:45 GMT

Wow, does Square read the comments in the support forums? Do they look for input from their customers? Does anyone use these links? We are a Club and if you buy a membership or a guest ticket for an Event we need a custom form field to ask for the Member's name. Simple, yes? These custom fields are only working with "Collect a Payment" and "Accept a Donation" checkout links, NOT "Sell an Item".

Re: How to add custom fields to checkout links?

mikgerdan1991 — Wed, 02 Jun 2021 20:03:57 GMT

It's true @PeteG. I also need it with "Sell an Item." It doesn't work. Seems the OP and I both do. @ashc, still here?

Re: How to add custom fields to checkout links?

chbmx — Fri, 11 Jun 2021 01:58:31 GMT

. Posted in a new thread as not so relevant here.

Re: How to add custom fields to checkout links?

HBACA — Thu, 16 Sep 2021 14:45:08 GMT

Why is this not available if you select recurring donations?

Re: How to add custom fields to checkout links?

Joe — Sat, 18 Sep 2021 20:24:56 GMT

This option was disabled for subscription payments using checkout links (including recurring donations), as the custom fields were not working correctly, @HBACA. If we hear news about the reintroduction of this feature to subscription payments, we'll be sure to update this thread. I've moved you here so that you can receive a notification if a new post is added to this thread.

P.S. Welcome to the Seller Community ✨

Re: How to add custom fields to checkout links?

Cpassetto — Tue, 22 Feb 2022 02:49:37 GMT

am hoping Square online can make it so we can add a spot to a specific item where a client can place what they want an item to say. I sell handcrafted items that clients want to personalize with a name or date or both and pay extra fee for it on specific items. Having them mail me the information is not an easy solution.

Re: How to add custom fields to checkout links?

JJ_ — Wed, 23 Feb 2022 23:01:46 GMT

Hey there @Cpassetto

What you're looking for can be accomplished with a Text Modifier that would prompt for a text when adding a certain item or items to the checkout in Square Online.

I hope this information is helpful!

Re: How to add custom fields to checkout links?

davidgleibs — Fri, 25 Feb 2022 18:01:49 GMT

I just don't understand how Square could decide to change their whole checkout screen and not give the the option for custom fields, when people in this community have been asking that for years. Also, the ability to make them required. It would literally save hours of work.

Re: How to add custom fields to checkout links?

grammys — Tue, 26 Apr 2022 05:59:35 GMT

Is there a way to do this on square register using point of sale? When I add an item, I want to have a field to input delivery date and a couple other custom fields rather than putting all this info in the Notes section.

Re: How to add custom fields to checkout links?

frances_a — Thu, 28 Apr 2022 00:59:13 GMT

Hi @grammys

Welcome to our Seller Community! We're always happy to see new faces.

The ability to add custom fields on the Square Register is currently a feature request.

If we add this feature in the future, we'll be updating Sellers here in the Community.

Thank you.

Re: How to add custom fields to checkout links?

englishJJ — Mon, 02 May 2022 19:20:56 GMT

Was this ever fixed for recurring subscriptions please? It's a pretty basic feature really. If not is there a workaround and how can i do it, there are no instructions at all anywhere

Re: How to add custom fields to checkout links?

MayaP — Wed, 04 May 2022 21:34:20 GMT

Hi @englishJJ,

Thanks for stopping into Seller Community! Also great question, happy to clarify.

In order to add custom fields to recurring payments please see the steps outlined below:

In your online Square Dashboard, go to Online Checkout.
Select Create a link and choose Collect a payment or Accept a donation, whichever is best suited for your needs.
Under Advanced settings, select ”+” to add up to 2 custom form fields.
Add a title to your field so customers know what to enter.
Create your link, and share it anywhere via link, buy button, or QR code.

If you have followed these steps and are still continuing to have issues I would reach out to support at 855-700-6000, or contact support. They can take deeper dive into your account, more than us and figure out what is going on.

Please let me know if I can help in any other way? Thank you!

Re: How to add custom fields to checkout links?

pcote — Wed, 26 Oct 2022 22:15:04 GMT

Any news on this feature?

This is pretty basic stuff included in most e-commerce solutions.

Thanks!

Re: How to add custom fields to checkout links?

JJ_ — Fri, 28 Oct 2022 22:20:56 GMT

Thank you for taking the time to share your interest in this feature @pcote. At this time there aren't any updates. I recommend you submit a Feature Request here. This will help our product team get visibility and track other Sellers with similar interest in your request.

Important: When submitting a request, make sure to include the desired feature, and provide the details of how this feature will help your business succeed (how would you use it and what you expect from it).

Re: How to add custom fields to checkout links?

Parkigrocer — Sat, 18 Feb 2023 06:39:27 GMT

Oh my goodness. I’ve been searching around everyone trying to find a solution like this. This is perfect and amazing all in one.

Can you please point me into the direction on how you achieved this in square online?

thank you!