Customizing the Default Sign-up Form

The default sign-up form lets you control what information you collect from customers when they sign up on the Members Portal. It also controls whether guest checkout is enabled in your space.

The default sign-up form includes three key fields:

Full name
Email
Customer type

Full name and email are required by the system to create an account and can't be removed. You can disable the customer type field if you'd like all customers to automatically sign up as individuals from the Members Portal.

For any additional field you add, you can also control where it appears in the 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.

If you want to add custom fields to the default sign-up form, you'll need to create them first.

Guest Checkout

If you want to use guest checkout, you can add any additional fields as long as you don't make them required.

The only fields you can mark as required without disabling guest checkout are:

Three key fields

name
email
customer type

Billing details fields

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

Making any other fields as 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

Toggle on Field is required if you'd like to require the field during sign-up.
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 sign-ups that include specific checkout flows.

Documentation Index

Customizing the Default Sign-up Form

Guest Checkout