Checkbox Field

The Checkbox field lets customers select one or more options during registration. Use it when multiple answers may apply, such as business categories, product interests, preferred contact methods, or services required.

Select the Checkbox field in the registration form preview to open its settings.

Checkbox field settings in the WholesaleX Registration Form Builder.

Available Field Settings

Field Active

Enable Field Active to display the Checkbox field on the registration form.

Disable it to keep the field in the builder without showing it on the published form.

Required

Enable Required when customers must select at least one checkbox option before submitting the registration form.

Leave it disabled when selecting an option should be optional.

Hide Label

Enable Hide Label to remove the main field label displayed above the checkbox options.

The individual option labels will remain visible. Keep the main label active when customers need additional context to understand what the group of options represents.

Exclude Role Items

Use Exclude Role Items to hide the Checkbox field from selected user roles.

Click Choose Roles and select the roles that should not see the field. Leave the setting empty to display it for all applicable users.

For example, you can ask wholesale customers which product categories they are interested in while excluding the field from regular customer roles.

Field Label

The Field Label describes the group of checkbox options.

The default label is:

Checkbox

Replace it with a label that clearly explains what customers should select. Examples include:

• Product Categories
• Services Required
• Preferred Contact Methods
• Business Types
• Products You Are Interested In

Because customers may select multiple options, use wording that makes this clear when necessary, such as Select All That Apply.

Field Name

The Field Name is the internal identifier WholesaleX uses to save and process the selected options.

WholesaleX automatically generates a unique name similar to:

checkbox_1785227371430

You can replace it with a more descriptive name, such as:

product_interests

preferred_contact_methods

services_required

The field name must not contain spaces or special characters. Use lowercase letters, numbers, and underscores, and assign a unique name to every custom field.

WholesaleX adds the wholesalex_cf prefix when storing the field as a custom field.

Options

Use the Options box to define the checkbox choices customers can select.

Enter each option on a separate line using this format:

value | Label

The value is the internal value stored when an option is selected. The label is the text displayed beside the checkbox.

For example, a Product Categories field could use:

clothing | Clothing
electronics | Electronics
home_goods | Home Goods
beauty_products | Beauty Products

In this example, home_goods is the stored value, while Home Goods is the label displayed to customers.

The default options shown in the field are:

val1 | Value 1
val2 | Value 2
val3 | Value 3

Replace these entries with options relevant to the information you want to collect. Keep each stored value unique and use underscores instead of spaces when a value contains multiple words.

Help Message

Use Help Message to provide instructions or explain how customers should use the checkboxes.

Examples:

Select all product categories that apply to your business.

Choose one or more services you are interested in.

Select your preferred methods of communication.

A help message is particularly useful when customers can select multiple options or when the available choices require clarification.

WooCommerce Options

Add WooCommerce Registration

Enable Add WooCommerce Registration to display the Checkbox field on the default WooCommerce customer registration form.

Leave it disabled when the field should appear only on the WholesaleX registration form.

Add Custom Field to Billing

Enable Add Custom Field to Billing to include the Checkbox field in the WooCommerce billing section.

Use this option only when the selected information is relevant to billing, checkout, customer records, or order processing.

Required in Billing

Enable Required in Billing to require customers to select at least one option in the WooCommerce billing section.

Use this setting together with Add Custom Field to Billing. Leave it disabled when customers should be able to complete checkout without making a selection.

Example Configuration

For a Product Interests checkbox field, use the following configuration:

Add the following choices to the Options box:

clothing | Clothing
electronics | Electronics
home_goods | Home Goods
beauty_products | Beauty Products

After configuring the field, click Save Changes and check the frontend registration form to confirm that customers can select the intended options.