B2B Handsfree's registration form comes with default form fields like company name, address, etc. If you need to capture additional data from your B2B customers, you can add custom fields to the form. The data from these Custom Fields is saved to the customer's notes field in Shopify.
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Open up B2B Handsfree from your Shopify admin under Apps and then click the Edit settings button in the app's dashboard. On the settings page, go to the Custom Fields tab. (Note: Custom Fields is only available on the Advanced plan of B2B Handsfree)
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Drag the fields you want to add to the registration form from the sidebar on the right onto the larger area on the left.
Each field type comes with a set of customization options like label, placeholder text, etc. and a checkbox that control if the field is required (meaning the form can't be submitted without filling in the field).
You can drag & drop custom fields to change the order in which they will appear on the registration form. Note, however, that all custom fields will appear below the default fields, right above the button for submitting the registration form.
Field types
Here's a quick overview of the types of fields you can add.
Checkbox Group
This lets you add a group of checkboxes where customers can select one or more options.
Date Field
The date field shows a date field with a date picker customers can use to select a date.
Number Field
The number field allows you to add a field that will only accept numerical input, optionally with a min and max values and an increment (e. g. an increment of 2 would only allow an input of 2, 4, 6, etc.). If you set a min, max or step, it is recommended to add the field's restrictions to the field label to let customers know which values are allowed.
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Paragraph
This lets you add a paragraph of text, for example to show additional information or some help text for filling out certain fields.
Radio Button Group
This is similar to the checkbox group, only that with radio buttons, customers can only select a single option.
Select
This is similar to both the checkbox and radio button groups and adds either a dropdown or a list element, depending on whether you allow multiple selections or not.
Text Field
This allows you to add a simple text field to the form and optionally set a maximum allowed length for the text.