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Customer Information at Checkout

4 min read Beginner For Owner, Manager Updated about 2 months ago
Quick Answer
At checkout, customers provide their name, email, phone, and optionally address, driver's license, birthday, and emergency contact. They also accept your liability waiver and rental terms.

Customer Information at Checkout

When customers proceed to checkout, they provide the information you need to complete their rental. This page explains what's collected and how to configure it.

Information Collected

Always Required

Field Purpose
First Name Identify the customer
Last Name Identify the customer
Email Send confirmation and receipts
Phone Number Contact for check-in coordination

Optionally Required

You can configure these as required or optional:

Field Purpose
Address Billing and verification
Driver's License ID verification for equipment
Date of Birth Age verification
Emergency Contact Safety information

Address Fields

If address is enabled:

  • Address Line 1 (required if address enabled)
  • Address Line 2 (always optional)
  • City
  • State/Province
  • ZIP/Postal Code
  • Country

The Checkout Form

Customers see a form with:

  1. Contact Section

    • Name fields
    • Email
    • Phone

  2. Identification Section (if configured)

    • Driver's license
    • Date of birth

  3. Address Section (if configured)

    • Full address fields

  4. Emergency Contact (if configured)

    • Contact name
    • Contact phone

  5. Agreements Section

    • Waiver acknowledgment
    • Terms acceptance

Agreements & Waivers

Liability Waiver

If you've uploaded a waiver document:

  1. Link to view the full waiver appears
  2. Customer must check I have read and agree to the liability waiver
  3. Cannot proceed without checking

To upload a waiver:

  1. Go to Account Settings
  2. Find Liability Waiver section
  3. Upload your PDF document

Rental Terms (Additional Provisions)

If you've configured additional rental provisions:

  1. Terms are displayed or linked
  2. Customer must acknowledge acceptance
  3. Required to complete checkout

Pre-Filled Information

Information may be pre-filled when:

  • Returning customer — Previously used email
  • Logged-in user — Account profile data
  • Cart continuation — Info entered earlier in session

Customers can always edit pre-filled information.

Configuring Required Fields

Control which fields are required:

  1. Go to Account Settings
  2. Find Checkout Requirements section
  3. Toggle fields on/off:
    • Address required
    • Driver's license required
    • Birthday required
    • Emergency contact required

Changes apply to all future checkouts.

Data Usage

Customer information is used for:

Purpose Data Used
Confirmation email Email address
Check-in contact Phone number
ID verification Name, driver's license
Age verification Birthday
Emergency situations Emergency contact
Billing/receipts Name, email, address

Privacy & Storage

Customer data is:

  • Stored securely in your account
  • Accessible only to your team
  • Used only for rental operations
  • Retained according to your data policy

See your Privacy Policy for details.

Validation

The form validates information before proceeding:

Field Validation
Email Must be valid format
Phone Must contain numbers
Birthday Must be valid date
Required fields Cannot be empty

Errors are shown next to the field with guidance to fix.

Tips for Operators

Keep It Simple

  • Only require fields you actually need
  • Extra fields = more friction = abandoned checkouts
  • Balance security needs with conversion

Use Waivers Effectively

  • Keep waiver language clear and reasonable
  • Make it easy to read (not tiny print)
  • Ensure it covers your liability needs

Test the Experience

  • Complete a test booking yourself
  • Check that required fields make sense
  • Verify emails arrive correctly

Frequently Asked Questions

Can I make driver's license required?
Yes. Configure required fields in your account settings. Any field can be made required or optional.
How do waivers work at checkout?
Upload your waiver document in account settings. Customers must check a box confirming they've read and agree to it before completing checkout.
Is customer data saved for returning customers?
If customers create an account or book again with the same email, some information is pre-filled for convenience.