In HeadQ, you can include customized fields within the checkout process, which can differ between the checkout and the quote request.
Available with any of the following subscriptions: Growth, Scale.
To customize these fields, access the settings menu. In the menu, navigate to the 'Checkout' section and click 'Edit.' This enables you to tailor the checkout process to suit your business needs better and create a more personalized interaction with your customers.
How to add and edit custom fields
Choose whether to add fields to the checkout or the quote request.
1. Select your preferred field type from the four available options:
- Text (short text field)
- Text Area (larger field for longer text)
- Number (for entering numerical values)
- Date (opens a calendar)
- Checkbox
- Dropdown
2. Define the following details for each of your selections:
- Label (field title)
- Placeholder (sample text for the field, if desired)
- Description (field description)
3. If necessary, you can make the field mandatory.
You can edit or delete fields later.
Note that you need to add the fields separately for the checkout and the request for a quote.