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

Watch the video

Last modified June 15, 2023: updating and optimising docs (6b83052b)