Collect Order Notes
Need a way to collect notes from customers? Learn how to collect order notes from customers as they sign-up.
Steps to allow subscribers to add notes during sign-up
Step 1: Go to Edit Plans, under the Edit/Add Plans tab.
Step 2: Under the plan, you would like to add a custom note to, enable “Require Customer Note”.
Step 3: Enter instructions on what you would like your customers to fill out in the notes section in the “Message to customer” box
Step 4: Now, scroll down and Click Save
You subscribers can now add notes during sign-up to your plan.
Watch the Tutorial to Collect Order Notes
Last modified June 15, 2023: updating and optimising docs (6b83052b)