Sometimes you need more than a payment. A club may need a member reference; a service business may need a preferred session. Custom fields let you ask for that information on the payment form instead of chasing it afterwards.

Before you start

Have a payment link ready to create or edit. Write down each question and what you will do with the answer. If you cannot explain why you need it, leave it out. Do not collect card details, passwords or sensitive information through a custom field.

1. Choose the field type for each question

Open Custom fields in the payment link editor. Choose text, multi-line text, dropdowns, checkboxes or labels to suit the information you need.

  • Text: a short answer such as “Member reference”. Make it required only when you cannot process the order without it.
  • Multi-line: a longer answer, such as delivery instructions or a gift message. Explain the information you need, rather than asking an open-ended “Anything else?” question.
  • Dropdown: options you define, such as “Morning” and “Afternoon”. A preference field does not by itself reserve a time slot or manage availability.
  • Checkbox: a clear acknowledgement, such as confirming the customer has read linked terms. The checkbox alone does not establish that your terms meet legal requirements.
  • Label: text you provide, such as a short instruction. It is not an answer field.
Required text field asking what name should appear on the voucher
Required multi-line custom field asking about the customer's yoga experience

2. Arrange the fields and review the form

You can use several custom fields and reorder them. Put essential questions first. For a club membership, that might be a required member reference followed by an optional note for the organiser.

Save and open the customer-facing payment page. Check the wording, dropdown options and required fields. Try reading it on a phone: a short form is easier to finish than a questionnaire.

Required dropdown custom field offering early morning, lunchtime and evening choices
Required checkbox custom field for acknowledging the studio participation terms
Customer payment form with a label asking customers to bring a yoga mat and arrive ten minutes early

3. Find the answers after payment

The collected information is included in the payment confirmation email and can be viewed by opening the payment in your Payhere dashboard. Make sure the person fulfilling the order knows where to look.

For example, a voucher seller can use the recipient name and gift message to prepare the voucher after confirming the payment. See creating a gift voucher for a practical fulfilment process.

Pitfalls to avoid

Do not make every question required. Do not use a dropdown as a booking system or a checkbox as a substitute for appropriate consent wording. Collect only what you need and handle answers according to your privacy responsibilities.

Use advanced settings for receipt instructions and button text, rather than adding extra questions to explain what happens next.

The original video demonstrates these fields in an earlier version of the editor.

Create a payment link with custom fields