Edit Checkout Pages: Add, Edit & Remove Input Fields

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000077983

Overview

We do not recommend removing default fields from checkout pages because it may cause issues with member sign-ups and payment gateway requirements.

The sign-up forms must first be customized before fields can be added or removed. Go to Toolbox » Form Manager.

The form that needs to be customized depends on the payment gateway used. These can be On-site (Integrated) and Off-site (Hosted) payment gateways. The article: Supported Payment Gateways will help to determine which payment gateway is being used. Review the "Type of Gateway".

Example

Forms to Edit Based on Gateway Type:

If the type of gateway is On-Site, edit the following forms:

signup_free
whmcs_signup_paid

If the type of gateway is Off-Site, edit the following forms:

signup_free
whmcs_signup_external

Note: We recommend hiding the field instead of removing it completely (Step 6 below).

To learn more about form fields, see this article: In-Depth Look Into Form Fields And Their Settings

Adding the "First Name" Field

By default, paid signups won't have a first name field. Members can add that information in the Contact Details form.

However, if for some reason it needs to be added, then a new field can be created and must use the database variable "member_first_name", like the example below:

Note: Do not use the variable "first_name" because it is already used in the 'Card Name' field and it will cause issues. The correct one to use is "member_first_name".

When the field is added, it will look like this:

To add the First Name on the Member - Sign Up - Free form, you can use first_name as used in the Listing - Contact Details - Member Form.

Saving Billing Address in Member Profiles

There is an advanced setting called "save_user_data_billing_information" that will allow to use the billing address information entered during the signup process as the member's profile address as well.

The only exception would be the missing first_name in paid signup forms.

This field can be added by following the instructions above: Adding the "First Name" field.

Editing the Countries

Countries can be restricted on checkout pages

If the website will only be for people in the US, then enable the United States only as a "Featured or Active Country" and set all other countries to "Not Active". That will cause that only the United States will display as an option in the form:

Related Articles About the Country Field

How to Include a Free Trial Period

This is an add-on that can be purchased directly on Brilliant Directories website.

Find more information in this article: Free Trial Period Add-On

How to Enable Coupon/Promo Codes