How to Configure Your Checkout Form

Shelterluv gives you complete control over your checkout form to make completing your checkout process as efficient and simple for your users as possible.

Click your Username > Configuration > Transactions > Checkout Form to get started.

What user permissions do I need to configure my checkout form?

  • Configure my shelter and its users
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Note
Configuration is only accessible through a desktop or laptop. You cannot access the Configuration section on a mobile device.

 

Learn your way

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Overview


Visible and Required Toggles

Use the Visible toggle on the right side of the field's name to show or hide that specific field on your form. We highly recommend hiding all fields your organization will not use on your checkout form. This will make the form shorter and easier to fill out for your staff.

Use the Required toggle on the right side of the field's name to make the field mandatory or optional. The toggle should be turned on for all fields you do not want your staff to skip. Leave this toggle off for fields your staff is not required to fill out with each checkout.

Checkout Form Visable and Required Toggles.png

Reorder Your Fields

Use the double lines drag-handle.svg on the left of the field's name to reorder your forms to meet your needs. If your staff is used to filling out information in a certain order during a checkout, you can rearrange your form to match that order so your staff can fill out the form in a way that makes sense for them.

Reorder Checkout Form Fields.gif

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