Customizing the Default Sign-up Form

The default sign-up form is included in all checkout flows that involve a customer creating an account. You can easily customize the default sign-up form to control what information you collect from customers.

The default sign-up form includes three system-required fields that can't be removed or disabled:

Customer type
Full name
Email

You can add additional sections and fields to the default sign-up form. For any field you choose to include in the default form, you can control when they appear in your sign-up process:

Add to the sign-up form
Shows the field during initial sign-up. You can mark it as required.
Request after sign-up
Shows the field after sign-up. Customers see a CTA tile on the Members Portal dashboard, which opens the additional fields.
Include in customer profile
Shows the field only in the customer’s profile. It won’t appear during sign-up or purchase.

Each section has a number of fields you can choose to include or delete from the form. If you want to add custom fields to the default sign-up form, you'll need to create them first.

If you want to enable guest checkout, your default sign-up form can only require the three system-required fields and the following billing details:

billing name
billing address
billing email
billing city
billing state
billing postcode
billing country

Making any other fields required on your default checkout form will disable guest checkout. This includes the billing details field Tax ID.

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 default form.
Toggle on any section you'd like to include in your default sign-up form.

You can include the following sections in your default sign-up form:

Billing details
Profile details
Contact details
Personal details
Custom fields

You don't need to toggle on the Personal details or Custom fields sections.

If you want to remove these sections 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 you want to:

add the field to the sign-up form
request after sign-up
include in customer profile

If the field is included during sign-up, toggle on Field is required if you'd like to make it required.
Repeat as necessary.
Click Save.

All set! Customers signing up on the Members Portal will need to provide the information you've requested in the default form.

You can also customize extended forms for specific checkout flows.