📝 Overview
You can now set customer fields as optional, and that way you can add these fields to your forms, and customers can complete these fields if they choose to, but if they don't they can skip them, and they'll still be able to submit their form having only completed the mandatory fields.
✳️ Setting a new customer field as optional
When creating a new customer field, the "Optional" checkbox is unticked by default, meaning the field will be required for customers to complete. If you would prefer the field to be optional, you can tick this checkbox during setup, which will allow customers to skip the field when filling out the form.
💡For more information on how you can create new customer fields, check our relevant guide here: Introduction to Customer Fields
When a customer field is set as optional it will be visible on the form when customers are completing it, but it won't display an asterisk (✱) to the right of that field, which indicates that it is not a mandatory field.
Customer fields with an asterisk, like the one highlighted below, are mandatory fields.
*️⃣ Setting an existing customer field as optional
If you'd like to change an existing mandatory customer field so that it becomes optional instead, you can do this by editing your customer fields in your Settings.
Click the arrow to see how you can mark existing customer fields as optional
Click the arrow to see how you can mark existing customer fields as optional
Go to Settings
Click on Customer Fields
Search for the field you want to edit
Select Details to the right of that field
Select Edit
Tick the Optional box
Save
❓ Frequently Asked Questions
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
How will customers know which fields are optional?
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Click the arrow to see the answer
Optional fields appear on the form without an asterisk (✱). Mandatory fields display an asterisk to the right of the field label, indicating they must be completed before the form can be submitted.
Do optional fields still appear on the form?
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Click the arrow to see the answer
Yes, optional fields are still visible to customers on the form. Customers can choose to complete them or skip them, and the form can still be submitted either way.
Can I change an optional field back to mandatory?
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Click the arrow to see the answer
Yes, go to Settings ➜ Customer Fields, find the relevant field, select Details ➜ Edit, and untick the Optional checkbox. Save your changes and the field will be mandatory again.
Who can mark customer fields as optional?
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Click the arrow to see the answer
All customer field configuration requires admin permission or account owner access. For more information, see our guide on what permissions are required to manage fields.