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Checkout Field Requirements

A shorter checkout converts better. EquipDash lets you control which fields show up on your widget's checkout and whether each one is Required, Optional, or Hidden — so you can collect exactly what you need and nothing you don't.

Why this matters​

Every extra field on mobile costs roughly 2–4% of completed bookings. The defaults below are tuned for fast checkout. Only promote a field to Required when you genuinely need it on every booking.

Contact Fields​

These are on the lead booker (the person paying).

FieldDefaultChoices
Last nameRequiredRequired / Optional / Hidden
PhoneOptionalRequired / Optional / Hidden
AddressHiddenRequired / Optional / Hidden
CountryOptionalRequired / Optional / Hidden

First name and email are always required for the lead booker — they're how the booking gets confirmed.

Participant Fields​

These are on each individual participant (if your experience or rental has more than one participant).

FieldDefaultChoices
First nameAlways required—
Last nameRequiredRequired / Optional / Hidden
EmailRequiredRequired / Optional / Hidden
Date of birthHiddenRequired / Optional / Hidden

First name is always required so you can identify participants on the manifest.

Changing the Settings​

  1. Go to Settings → Booking widget → Customer details tab.
  2. Under Contact details, pick Required / Optional / Hidden for Last name, Phone, Address, Country.
  3. Under Participant details, pick Required / Optional / Hidden for Last name, Email, Date of birth.
  4. Click Save customer details.

Customer details tab showing field requirement radio groups

Participant Comments​

Separately from required fields, you can enable a free-text Comments textarea on each participant card — useful for allergies, mobility notes, or pickup requests.

See Participant Comments for details.

Marketing Opt-in​

Below the participant fields there's a Show marketing opt-in checkbox toggle.

  • Off (default for new suppliers since April 2026) — no marketing checkbox appears on checkout.
  • On — a checkbox appears at the end of checkout. You can set your own label, e.g. "Get future email updates from {your business}".

Marketing opt-in toggle with custom label field

When on, anyone who ticks the box is flagged marketing_opt_in = true on the customer record — so your Campaign sends respect consent automatically.

How Customers See It​

  • Required fields show a red asterisk and block checkout until filled.
  • Optional fields render normally with no asterisk.
  • Hidden fields don't render at all — the value is skipped entirely.

Tips​

  • Hide Address unless you need it. Most experiences and day rentals don't need a postal address. Leave it hidden.
  • Require Email on every participant if waivers are signed by each person — otherwise the waiver email has nowhere to go.
  • Require DOB only if you have age-gated activities. Otherwise it's a friction cost with no payoff.
  • Make Phone required for pickup-heavy rentals. You'll want to text customers about changes.