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How to Create Custom Fields and Collect Additional Information from Ticketing Customers at Checkout
How to Create Custom Fields and Collect Additional Information from Ticketing Customers at Checkout

Create custom checkout fields and customs forms for specific events on your ticketing store

Support Team avatar
Written by Support Team
Updated over a week ago

In this article:

You may want to collect additional information from your event attendees upon ticket checkout. Most organizers do this to check for dietary requirements and other details necessary to enhance attendees' event experience.

Adding forms to events is a four-step process, so follow along.

Step 1: How to create custom forms for ticketing customers

To do this, simply do the following:

1. Go to Store Settings in the main menu.

2. Select Custom Forms from the sub-menu.

3. Click the green Add Form button.

4. Give your custom checkout form a name and description.

5. Choose which Event Categories, the form will appear in.

6. Review Core Checkout Filed Options.

7. Hit the green Save button at the bottom of the page to save your form.

Step 2: How to create a custom field for your checkout form

There will be times when you need additional form fields to add to the core checkout field options.

Here's how you do it:

1. Go back to Custom Forms.

2. Click the green Add Field button.

3. Give your Field a name and label.

4. Select your field type (e.g tick box, open field).

5. Select whether an answer is required or not.

6. Click Save at the bottom of the page to save this field.

Step 3: How to add or attach your custom field to a custom form

When you create custom fields, they are not automatically added to custom forms. You will have to add them.

This is because different events can have different and you'll want to ensure that only relevant information is collected in each event.

It's a quick and easy process.

1. Go to Store Settings on the main menu.

2. Select Custom Forms from the sub-menu.

3. Click Edit beside the form that you wish to attach the field to.

4. Scroll down to Additional Fields.

5. Select your chosen fields.

6. Repeat the process to add an another additional field.

Step 4: How to attach a custom form to your event

1. Go to Events on the main menu

2. Select the event that you want to have a specific custom form at checkout.

3. Go to Advanced Settings in the event sub menu.

4. Scroll down to Checkout Form.

5. Select desired checkout form.

6. Hit the 'Save checkout settings' button

You will be able to see who has selected an option from the custom checkout field on the orders page. This information can also be downloaded via the sales data export

How to set a default custom checkout form for your store

1. Go to Store Settings.

2. Navigate to General Settings.

3. Find Checkout Form in the left column of the page.

4. Assign a custom form.

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