Editing the checkout form options

You can change some of the fields on your checkout pages to be required, optional, or not included. Not all checkout form fields can be edited.

Note

Updating checkout settings, such as customer information fields and marketing options, can take up to 30 seconds to be reflected on your checkout.

Setting up customer contact method at checkout

You can set up which contact options are displayed to your customers at checkout. You can configure the following options:

• Select which contact method customers can use to checkout. You can choose from the following options:
  • Phone number or email
  • Email only
• Select whether to display a link to prompt customers to download the Shop App.
• Select whether to require customers to log in to their customer account before checking out. Customers can only use an email address to check out when logging in is required.

Note

If the option to require customers to log in to their customer account before checking out is activated, then accelerated checkout options such as Apple Pay won't display in the online store cart to prevent any checkouts from bypassing the login requirement.

Steps:

1. From your Shopify admin, go to Settings > Checkout.

2. In the Customer contact method section, activate any of the following settings:

   • To allow customers to select either a phone number or email as their contact method, select Phone number or email.
   • To require customers to use an email to check out, select Email.
   • Optional: Activate the Show a link for customers to track their order with Shop setting to display a prompt to download the Shop app on the order status page.
   • Optional: Activate the Require customers to log in to their account before checkout setting to enforce a customer account login requirement before checking out.

3. Click Save.

Setting up customer information at checkout

The Customer information section determines which information customers are required to enter as part of the checkout process. You can change the following form options:

Table describing the form options available to edit for each of the customer information fields.

Customer information	Description	Form options
Full name	First and last name are two separate form fields. You can change to a single form field by selecting Only require last name.	Only require last name Require first and last name
Company name	If a customer enters anything in the Company name field, then they'll have access to shipping options that are only available to business addresses. If you aren't selling to businesses, then you can remove the field by selecting Don't include in the checkout form options. If you set the Company name to be Required during checkout, then some accelerated checkout options, such as Apple Pay, won't be displayed as options.	Don't include Optional Required
Address line 2 (apartment, unit, etc.)	The secondary address line allows customers to enter a secondary address unit designator such as an apartment, floor, unit, or department number. This form field should only be used for this purpose. If this form field option is set to Required, or Don't include, then some customers might not be able to proceed with their purchase, depending on their type of residence.	Don't include Optional Required
Shipping address phone number	If your payment provider or shipping carrier requires that the customer provide a phone number to complete the checkout, then set the phone number form field to Required. If some customers abandon their carts because they don't want to provide their phone number during an online checkout, then you can set the phone number form field to Optional.	Don't include Optional Required

All other form options are always required, including the Save this information for next time option from the checkout form.

If a customer selects Save this information for next time during their checkout, then the customer's browser saves the contact and shipping address information that they entered for your store. Next time that customer uses your checkout, their browser automatically fills their contact and shipping address information. Shopify doesn't store the customer's saved information. The information is cached by the customer's browser. After one year, Shopify causes the browser to clear the customer's cached information, providing the customer hasn't cleared their cache sooner.

Steps:

Desktop

1. From your Shopify admin, go to Settings > Checkout.

2. In the Customer information section, make the appropriate changes.

3. Click Save.

iPhone

1. From the Shopify app, tap > Settings.

2. In the Store settings section, tap Checkout.

3. In the Customer information section, make the appropriate changes.

4. Tap Save.

Android

1. From the Shopify app, tap > Settings.

2. In the Store settings section, tap Checkout.

3. In the Customer information section, make the appropriate changes.

4. Tap ✓.

Marketing options

The Marketing options section determines which options regarding signing up for marketing display to customers during checkout. You can activate the following options:

• Email: You can choose which customer regions have the email marketing consent checkbox preselected during checkout. Activating preselected email marketing consent means that the customer has to manually opt out of email marketing during checkout by deselecting the consent checkbox.
  • Regions recommended by Shopify: Customer regions with the email marketing consent checkbox preselected are chosen based on the latest recommendations from Shopify. These automatic recommendations don't constitute legal advice, and you're responsible for complying with your local laws and regulations.
  • Regions you choose: You can manually choose the customer regions where the email marketing consent checkbox is preselected. You can leave no regions selected so that all customers in all regions must manually opt in to email marketing.
• SMS: You can choose to allow the customer to opt in to SMS marketing with their phone number.

Tip

You can also customize your marketing sign-up labels by changing the default wording in your theme. Click Customize labels to edit the Checkout marketing default text.

Learn more about collecting customer contact information.

Additional tax fields in checkout

If you sell to customers in certain countries and regions, then the checkout displays additional required fields. These fields are displayed after the payment details section of the checkout page in the online store.

Customers in these countries and regions enter additional information in these fields. If your customer is a foreign national without the information specific to residents of a particular country or region, then in most cases they can enter their passport number in these fields.

After a customer places an order, you can find their additional information on their order details page.

Learn more about additional tax fields in checkout.