🛒 Create Custom Checkout Fields in Fleetwire!

Want to collect specific details from customers during checkout? With Fleetwire, you can create custom checkout fields to gather extra information—like a driver’s license number or referral source—and automatically map it to your orders and customer profiles. This feature helps you personalize the rental experience and streamline your operations. Let’s set up custom checkout fields in a few easy steps!

🎯 Why Add Custom Checkout Fields?

Custom checkout fields let you:

Gather Key Info: Collect details like “Where did you hear about us?” or “Preferred pickup time” directly at checkout.
Automate Data Mapping: Automatically sync the collected info to orders and customer profiles in Fleetwire.
Enhance Rentals: Use the data in rental agreements, email templates, or integrations like Zapier for a seamless workflow.

Note: Before creating checkout fields, you’ll need to set up at least one custom field for orders or customers. Learn how in Adding Custom Fields to Customer Profiles and Orders.

🛠 How to Create Custom Checkout Fields

Follow these steps to add custom checkout fields in Fleetwire, map them to existing custom fields, and test them in your online store.

Step 1: Create a Custom Field (Prerequisite)

Ensure you have a custom field ready to store the checkout data.

Go to Settings > Custom Fields in your Fleetwire dashboard.
Create a custom field for either orders or customers (e.g., a text field labeled Referral Source).
Save the custom field—you’ll map it to your checkout field in the next step.

Pro Tip: Create fields like “Driver’s License Number” for orders or “Preferred Contact Method” for customers to capture useful rental details.

Step 2: Add a Custom Checkout Field

Set up a new checkout field and link it to your custom field for automatic data mapping.

In your Fleetwire dashboard, go to Settings > Online Reservations.
Scroll to the Checkout Fields section and click Add New.
Fill in the details:
- Label: The name displayed at checkout (e.g., Where did you hear about us?).
- Custom Field: Select the custom field to store the data (e.g., Referral Source for a customer or order).
- Required: (Optional) Check this box to make the field mandatory for completing checkout.
Click Save to add the field.

Here’s what the checkout field setup looks like:



Quick Tip: The label at checkout can differ from the internal custom field name—use customer-friendly phrasing like “Tell us your preferred pickup time” while mapping to a field named Pickup Preference.

Step 3: Test the Checkout Field

Verify that your new checkout field appears and maps data correctly during a reservation.

Visit your online store (e.g., testcompany.fleetwire.io) and start a test reservation.
During checkout, look for your new field (e.g., Where did you hear about us?) and fill it out.
Complete the reservation and check the order in Orders or the customer profile in Customers.
Confirm the data (e.g., referral source) is automatically mapped to the corresponding custom field.

Here’s an example of a custom checkout field in action:



Warning: If the field is marked as required, customers must fill it out to complete checkout. Test this setting to ensure it doesn’t frustrate users with unnecessary prompts.

🌟 Custom Checkout Fields Ready to Use!

You’ve successfully created custom checkout fields in Fleetwire! Now, you can collect valuable customer and order information directly at checkout, and it’ll automatically sync to your records for use in rental agreements, emails, and more. Test a reservation today to ensure everything works perfectly.

🚀 Next Steps

Make the most of your checkout fields with these tips:

Add Custom Fields: Create more fields to map with Adding Custom Fields to Customer Profiles and Orders.
Use in Agreements: Include checkout data in agreements with Setting Up e-Signature Fields.
Track Orders: Monitor reservations with Registering Pickups and Returns in Fleetwire.
Need Help? Contact us at hi@fleetwire.io or via the in-app chat.

Happy customizing! 🌟

Updated on: 15/05/2025