Create a Custom Checkout Form on Squarespace Easily

How to Create a Custom Checkout Form on Squarespace

TL;DR:

• Custom checkout forms capture extra details like gift messages or delivery instructions during customer checkout
• Enable and edit your custom form directly from the Checkout panel in Squarespace
• Forms can include multiple fields but cannot accommodate file uploads
• Checkout forms don't appear for in-person sales but are displayed when using Apple Pay

Getting Started with Your Custom Checkout Form

To begin, navigate to the Checkout panel on your Squarespace site:

1. Scroll to Additional Fields
2. At the bottom of this section, tick the box next to Enable Custom Checkout Form
3. Click Edit Custom Checkout Form to start building your form

Building the Form

The form editor will show placeholder content initially. Here's how to customize your form:

1. Change the Form Name to something relevant like "Gift Message" or "Delivery Instructions"
2. Use the Add Form Field button to insert new fields, recognizing that certain types, like file uploads, aren't permitted
3. Modify each field's title, and add any necessary descriptions or instructions. Mark any mandatory fields with the Required checkbox
4. Use the trash icon to remove any placeholders or unwanted fields
5. Click Done after setting up each field, and Edit if you need to revise any details

Pixelhaze Tip: Always preview your form to ensure that all fields appear as expected and that instructions are clear to your customers.

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How the Form Appears at Checkout

When customers reach the checkout stage, they'll see the custom form section below the shipping or email fields, depending on the type of product. If using Apple Pay, the form will appear on the order summary page, with non-required fields accessible via an expandable accordion menu.

FAQs

Can I add a file upload option to the custom checkout form?
No, file uploads are not supported in Squarespace's custom checkout forms.

Where can I find the submitted information from the checkout forms?
Submissions are viewable under order details in the Orders panel, within notification emails, and are included in the exported orders .csv file.

Can these forms be used for in-person sales?
No, these custom checkout forms are designed for online use and do not appear during in-person transactions.

Jargon Buster

Custom Checkout Form: A tool in Squarespace for creating specific forms to gather additional customer data during checkout.

Accordion Menu: A design element allowing users to click and expand/collapse information sections for better page organization.

CSV File: A format for spreadsheets, where data is stored in plain text and each new line represents a new database row.

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Wrap-up

Creating a custom checkout form in Squarespace helps you tailor the buying experience and gather all the necessary details from your customers efficiently. By following the steps above, you can set up a form that meets your business needs, enhances customer interactions, and fits perfectly with your checkout flow.

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