You can easily customize extended forms to control what information you collect from customers when they:
- join plans
- make bookings
- purchase products
- purchase event tickets
- enroll in courses
- join teams
- book tours
Extended forms include three key fields that are required and can't be removed or disabled:
- Customer type
- Full name
You can also choose to add additional sections to the extended forms. Each section has a number of fields you can choose to include in the form. You can also mark them as required.
If you want to add custom fields to extended forms, you'll need to create them first.
Customers booking a tour aren't signing up to an account.
The tour form doesn't include the three key fields or other sections such as billing.
Log in to dashboard.nexudus.com if you aren't already.
- Go to Settings > Sign-up and checkout and click on the Forms tab.
- Click Edit next to the form you'd like to customize
- Toggle on any section you'd like to include in your extended form.
- Billing details
- Profile details
- Contact details
- Personal details
- Custom fields
If you want to remove them from your form, simply delete all the fields from those sections.
- In each section, click Add field if you'd like to add additional fields.
- Select the field you'd like to add.
- Select whether the field is required.
- Repeat as necessary.
- Click Save.
All set! Customers will now see the customized forms when they complete the relevant sign-up or purchase flow.