Custom Cancellation Fields

Add custom fields to cancellation form to collect detailed reasons for cancellation. This helps businesses understand client issues or concerns and enhance communication to retain clients.

These custom cancellation questions are shown when your client cancels a product or service with immediate effect.

Defining custom fields

1. Go to the Admin dashboard.
2. Click Settings.
3. Find Custom Cancellation Fields.
4. Click Create Custom Field button.
5. Select an option for Custom Field Type on the drop-down menu.

6. Fill in the Custom Field Name and decide whether the field is required. Hit Save button.

Text input

• A free-form text field (ideal for short answers).

Password

• A password text field that obscures the data.

Select

• Create a drop-down menu.
• Click the Add option button to add items to the drop-down menu.

Checkbox

• A Yes - No tick box.
• A checked box means Yes.
• The default setting is unchecked (No).

Text area

• Clients enter a long-form response.

Date

• Clients click the field and enter a date with the calendar.

Number

• Clients click the field and enter a number.

Image

• Clients click the field and upload an image file.