Online Orders at checkout - Ability to add "Student Name or Customer Collecting Name " ie different to Customer Name who is paying with card. We are a school. Parents purchase uniform / lunch orders on behalf of their child. We have no way of asking Parents to enter the Students Name for collection of online order. (without making a banner pop up etc - this isnt reliable however).
Online Orders at checkout - Ability to add "Student Name or Customer Collecting Name " ie different to Customer Name who is paying with card
If this is with the Web Payments SDK you can make the Student Name field a required field by not allowing the button to submit till the field is filled out. Also if this is with the Checkout API you can add a custom_fields to collect the information.
This sounds like what I need? Why did support not tell me about this?
How do I implement this? Is there a how to guide? Our business with Square depends on this one thing to work!!
I would be forever grateful for some guidance!
Are you using the API to create the Payment links or are you using the links that were created in the Dashboard?
I made the below. At the checkout screen, I would love to have “Student Name “ Field here… is this what you are referring too?
<img width=“598” height=“337” style=“width:6.2291in;height:3.5104in” id=“Picture_x0020_23” src=“//cdck-file-uploads-global.s3.dualstack.us-west-2.amazonaws.com/square/original/2X/b/b372dc8d38c5039af233bad4c8dc636f34bbc4af.png” alt="A screenshot of a computer
Description automatically generated with medium confidence">
<img width=“595” height=“390” style=“width:6.1979in;height:4.0625in” id=“Picture_x0020_10” src=“//cdck-file-uploads-global.s3.dualstack.us-west-2.amazonaws.com/square/original/2X/9/9d97b37e808e887f30183b5e91b9c094c7b3cfd4.png” alt="A screenshot of a computer
Description automatically generated">
Those looks like links that were generated in the Dashboard instead of the API. You can add custom fields. As you collect payments using Square Online Checkout, you can add up to 2 custom form fields to your checkout links to collect additional information from your customers (e.g. names, dates, etc.). To add custom form fields to your checkout link:
- In your online Square Dashboard, go to Online Checkout.
- Select Create a link and choose Collect a payment or Accept a donation, whichever is best suited for your needs.
- Under Advanced settings, select ”+” to add up to 2 custom form fields.
- Add a title to your field so customers know what to enter.
- Create your link, and share it anywhere via link, buy button, or QR code.
Note: You’re unable to add custom form fields if you use Square Online Checkout to sell items or accept recurring subscription payments.
Sorry for the delay in getting back to you.
This is another example of one of our websites: Iona Uniform Shop (square.site)
It is the square online checkout, all created in the Dashboard. From our chats, can you confirm there is no way to include “Student Full Name” separate to “Payment Detail Name” etc. via dashboard? Ie they are not donations, we are selling items. (Please excuse my ignorance by the way, im not too familiar with the SDK vs API thing.)
If not possible in dashboard, do I need to setup a separate website and use apis etc to connect to square items? Two images below Pic 1 shows our existing checkout cart where we hope to include “student name” etc. Pic 2, shows an example of how we achieved it using Stripe. ( I do not want to use stripe, I’m trying to keep Square by the way!)
I’m not sure if you can add a custom fields to the Square Online Store checkout. Since it’s the Square Online Store you’ll want to reach out to Customer Success or reach out to our Seller Community. This Forum is for developer related question with Square’s APIs, SDKs, developer tools.
Appreciate your response Bryan.
Ive reached out already to those depts.
Given what ive mentioned before, if we paid a developer, do you think its possible to achieve what we want?
Ie have our online store, then go to a different window for checkout where we can customise fields we want?
Or is that a totally different game?
Thanks in hope
At this time its not currently possible to add customer fields to a checkout with the Square Online Store. Nor at this time is it possible to direct the customer to a different window to fill out a custom form with the Square Online Store. We’re constantly working to improve our features based on feedback like this, so I’ll be sure to share your request to the API product team.