Editing the checkout form options
You can change some of the fields on your checkout pages to be required, optional, or not included. Not all checkout form fields can be edited.
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Setting up customer contact method at checkout
You can set up which contact options are displayed to your customers at checkout. You can configure the following options:
- Select which contact method customers can use to checkout. You can choose from the following options:
- Phone number or email
- Email only
- Select whether to display a link to prompt customers to download the Shop App.
- Select whether to require customers to sign in to their customer account before checking out. Customers can only use an email address to check out when signing in is required.
When Phone number or email is selected, customers choose which contact method to use. Requiring both an email address and a phone number simultaneously isn't supported on standard plans.
Steps:
From your Shopify admin, go to Settings > Checkout.
In the Customer contact method section, activate any of the following settings:
- To allow customers to select either a phone number or email as their contact method, select Phone number or email.
- To require customers to use an email to check out, select Email.
- Optional: Activate the Show a link for customers to track their order with Shop setting to display a prompt to download the Shop app on the order status page.
- Optional: Activate the Require customers to sign in to their account before checkout setting to enforce a customer account sign-in requirement before checking out.
Click Save.
Setting up customer information at checkout
The Customer information section determines which information customers are required to enter as part of the checkout process. The customer information requirements apply only to the customer profile and shipping address for the order, and not the billing address or billing contact information.
Review the following table to learn more about the form options:
| Customer information | Description | Form options |
|---|---|---|
| Full name | First and last name are two separate form fields. You can change to a single form field by selecting Only require last name. |
|
| Company name | If a customer enters anything in the Company name field, then they'll have access to shipping options that are only available to business addresses. If you aren't selling to businesses, then you can remove the field by selecting Don't include in the checkout form options. If you set the Company name to be Required during checkout, then some accelerated checkout options, such as Apple Pay, won't be displayed as options. |
|
| Company VAT number | If a customer enters a valid value-added tax (VAT) number in the checkout for an eligible EU or UK cross-border order, then a reverse charge is applied to the order. VAT is removed from the order, and is the responsibility of the customer to report and pay. If you aren't selling to businesses located in the European Union or the United Kingdom, then you can remove this field by selecting Don't include in the checkout form options. If you activate this field, then ensure that you also activate VAT invoices for your customers. |
|
| Address line 2 (apartment, unit, etc.) | The secondary address line allows customers to enter a secondary address unit designator such as an apartment, floor, unit, or department number. This form field should only be used for this purpose. If this form field option is set to Required, or Don't include, then some customers might not be able to proceed with their purchase, depending on their type of residence. |
|
| Shipping address phone number | This setting controls the phone number field in the shipping address form. Set it to Required when your payment provider or shipping carrier needs a customer phone number, or Optional to collect phone numbers without blocking checkout. For enforcement issues, refer to troubleshooting phone number collection. |
|
All other form options are always required, including the Save this information for next time option from the checkout form.
If a customer selects Save this information for next time during their checkout, then the customer's browser saves the contact and shipping address information that they entered for your store. Next time that customer uses your checkout, their browser automatically fills their contact and shipping address information. Shopify doesn't store the customer's saved information. The information is cached by the customer's browser. After one year, Shopify causes the browser to clear the customer's cached information, providing the customer hasn't cleared their cache sooner.
Steps:
Desktop
From your Shopify admin, go to Settings > Checkout.
In the Customer information section, make the appropriate changes.
Click Save.
Mobile
From the Shopify app, tap
, and then tap 
Settings.In the Store settings section, tap Checkout.
In the Customer information section, make the appropriate changes.
Tap Save or ✓.
Marketing opt-in
The Marketing opt-in section determines how marketing consent is displayed to customers during checkout and sign-in. You can activate the following options:
- Email: You can choose whether the marketing consent checkbox appears on checkout, sign-in, or both checkout and sign-in. You can also choose which customer regions have the email marketing consent checkbox preselected during checkout and sign-in. Activating preselected email marketing consent means that the customer has to manually opt out of email marketing during checkout and sign-in by deselecting the consent checkbox.
- Regions recommended by Shopify: Customer regions with the email marketing consent checkbox preselected are chosen based on the latest recommendations from Shopify. These automatic recommendations don't constitute legal advice, and you're responsible for complying with your local laws and regulations.
- Regions you choose: You can manually choose the customer regions where the email marketing consent checkbox is preselected. You can leave no regions selected so that all customers in all regions must manually opt in to email marketing.
- SMS: You can choose to allow the customer to opt in to SMS marketing with their phone number.
Learn more about collecting customer contact information.
Additional tax fields in checkout
If you sell to customers in certain countries and regions, then the checkout displays additional required fields. These fields are displayed after the payment details section of the checkout page in the online store.
Customers in these countries and regions enter additional information in these fields. If your customer is a foreign national without the information specific to residents of a particular country or region, then in most cases they can enter their passport number in these fields.
After a customer places an order, you can find their additional information on their order details page.
Learn more about additional tax fields in checkout.
Troubleshooting missing shipping address at checkout
Troubleshoot missing shipping address or shipping rates at checkout
Checkout includes a shipping address step only when at least one item in the cart requires shipping. If no items require shipping, then checkout skips the shipping address step, shipping rates aren't applied, and only billing information is collected.
Address collection preferences don't force checkout to include a shipping step when no items require shipping.
If checkout doesn't ask customers for a shipping address or doesn't apply shipping rates, then check whether the Physical product setting is activated for the products that should require shipping. Product imports, apps, or bulk edits can change this setting.
Steps:
From your Shopify admin, go to Products.
Click a product that should require a shipping address at checkout.
In the Shipping section, make sure that Physical product is activated.
Click Save.
For products with variants, the Physical product setting applies at the variant level. To update multiple variants or products at the same time, use the bulk editor and add the Requires shipping column to activate the setting across variants.
If your store sells only digital or non-shippable products, then checkout doesn't include a shipping address step.
Troubleshooting phone number collection
Troubleshoot phone number requirement skipped at checkout
The Shipping address phone number set to Required applies to the shipping address form and is enforced only when checkout includes a shipping address step. If checkout skips the shipping address step, then the phone requirement isn't applied.
Requiring a shipping address phone number for orders without a shipping address isn't supported. To troubleshoot why the shipping address step might be missing, refer to troubleshooting missing shipping address at checkout.