Set up your checkout settings in Shopify
The checkout settings decide what a buyer has to type before paying, and which choices they see on the way. This tutorial sets the contact method to email, makes the shipping phone number required, and sets the tip options for an $80.00 order.
Written · Shopify admin, desktop steps · 6 minutes read
The worked example
| Contact method | |
| Shipping phone number | Required |
| Tip options | 10%, 15%, 20% |
| Example order | $80.00 |
| Customer picks a 15% tip | Pays $92.00 |
Download the checklist: checkout-settings-checklist.csv (199 bytes).
A checkout checklist for the worked example settings. The example tip at 15% is $12.00 on an $80.00 order, for a total of $92.00.
1Open Checkout settings
From your Shopify admin, go to Settings then Checkout.
2Set the contact method
In the Customer contact method section, select Email to require customers to use an email to check out, or select Phone number or email to let them choose. Email is selected by default on new stores, and there is no option to require both an email address and a phone number as the contact method.
3Decide on sign-in
In the same section, decide whether to activate Require customers to sign in to their account before checkout. When signing in is required, customers can only use an email address to check out.
4Set the customer information fields
In the Customer information section, set each field to Don't include, Optional or Required. Set Shipping address phone number to Required when your payment provider or shipping carrier needs a customer phone number. Optional is selected by default on new stores.
5Set the marketing opt-in
In the Marketing opt-in section, choose how the email marketing consent checkbox appears, and which customer regions have it preselected. For SMS, you can allow customers to opt in with their phone number, but the SMS marketing opt-in checkbox cannot be preselected at checkout.
6Set the tipping options
In the Tipping section, set the tip options your store offers at online checkout. In the worked example the options are 10%, 15% and 20%, so a customer who picks 15% on an $80.00 order adds a $12.00 tip.
7Save
Click Save. Test the checkout yourself after saving: place a test order and check that the contact method, the phone field and the tip options show as you set them.
The arithmetic
| Tip rate | Tip on $80.00 | Customer pays |
|---|---|---|
| 10% | $8.00 | $88.00 |
| 15% | $12.00 | $92.00 |
| 20% | $16.00 | $96.00 |
The worked example uses the 15% tip: $80.00 plus $12.00 is $92.00.
Held at the counter
No option requires both an email and a phone number. The contact method is email, or phone number or email. To also require a phone number, set Shipping address phone number to Required in the Customer information section.
Required sign-in narrows checkout to email only. When customers must sign in to their account before checkout, they can only use an email address to check out. A buyer who wants to use a phone number as their contact method cannot check out while this is on.
The SMS opt-in cannot be preselected. Email marketing consent can be preselected for regions you choose, but the SMS marketing opt-in checkbox cannot be preselected at checkout. Every SMS subscriber has to tick the box themselves.
Sources
- Editing the checkout form options — Shopify's help pages: the contact method options, the sign-in rule, the customer information fields, and the marketing opt-in rules.