How to Configure Custom Fields at Checkout

Custom fields allow you to collect extra information from customers during checkout or table booking.

Steps

1. Log in as Admin at admin.cloudwaitress.com.

2. From the list of accounts, find the account where you want to add a custom checkout field and click “Manage”.

   

3. In the left-side menu, click “Settings”.

   

4. Go to the “Services” tab.

5. Select the services you offer (Pickups, Deliveries, Dine-ins, Table Bookings).

   

6. Go to:

   • Custom Checkout Fields for Pickups, Deliveries, and Dine-ins

   

   • Custom Booking Fields for Table Bookings

   

7. Click “Add New Field.”

   Note: Make sure to toggle Enable so the field appears on the checkout page.

   • Label: Name of the field (what customers will see).

   • Icon: Optional icon to display beside the field.

   • Description: A short explanation or instruction.

   

   • Type: Choose Dropdown, Checkbox, or Text Input. Each option will require different setup details.

   

   • Required: Enable this if customers must complete this field before submitting their order.

8. Once all details are completed, click “Update.” Note: You can create up to two custom checkout fields per order.