You can easily customize extended forms to control what information you collect from customers when they create an account and:
- join plans
- make bookings
- purchase products
- purchase event tickets
- enroll in courses
- join teams
Extended forms also control the information you collect from customers when they book tours.
Customers with an account won't be asked to provide any additional information when completing any of the above purchase flows.
Except for the tour request form, extended forms include all of the fields in your default sign-up form as well as any additional fields you'd like to add to collect more information. For any field you add, you can choose whether or not to mark them as required.
The tour request form doesn't include the fields in your default sign-up form because customers requesting a tour aren't creating an account. You can only add custom fields to the tour request form.
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 flow.