Add or change your signup form fields

You choose what your signup form asks for on each card.

Steps

1. Open the dashboard.
2. Go to Cards, then Manage cards.
3. Click the card you want to change.
4. Open Signup form fields.
5. Click Add a field.
6. Pick a ready-made field such as Phone, Last name, Anniversary, Favorite drink, or Favorite dish, or create your own custom field.
7. For a custom field, give it a name and choose the kind of answer, for example short text, a number, or a date.
8. Save your changes.

As you add fields, the preview on the right shows exactly what your customer will see.

Keep the form short

The signup form shows an ease-of-signup indicator. The fewer fields you ask for, the more likely a customer is to finish and install the card. Add a field only if it helps you recognise or serve customers.

Good to know

Email and first name are always collected. Phone, last name, and custom fields are part of the Business plan.

Next, see See and use your customer details to find everything customers share with you.