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Date Field

The Date field lets you collect date-based information from customers during registration. You can use it for details such as a date of birth, business establishment date, license expiration date, or preferred delivery date.

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

Date field settings in the WholesaleX Registration Form Builder.

Available Field Settings

Field Active

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

Disable it when you want to keep the field in the builder without showing it to customers.

Required

Enable Required when customers must provide a date before submitting the registration form.

Leave it disabled when entering a date should be optional.

Hide Label

Enable Hide Label to remove the field label from the registration form.

The date input will remain visible, but customers will need to understand its purpose from the surrounding content or date format. Keeping the label visible is recommended, especially when the requested date is not obvious.

Exclude Role Items

Use Exclude Role Items to hide the Date 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 show a business establishment date only to wholesale roles and exclude it from regular customer roles.

Field Label

The Field Label identifies the date customers need to provide.

The default label is:

Date

Change it to describe the requested information more clearly. For example:

  • Date of Birth
  • Business Establishment Date
  • License Expiration Date
  • Preferred Delivery Date

Use a specific label instead of the generic Date label whenever possible.

Field Name

The Field Name is the internal identifier used to save and process the submitted date.

WholesaleX automatically generates a unique value similar to:

date_1785227603246

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

date_of_birth
business_establishment_date
license_expiration_date

The field name must not contain spaces or special characters. Use lowercase letters, numbers, and underscores when naming the field.

WholesaleX automatically adds the following prefix to the field name:

wholesalex_cf

This prefix identifies the value as a WholesaleX custom field. Do not create multiple fields with the same field name.

Help Message

Use Help Message to provide instructions or clarify which date the customer should select.

Examples:

Select the date your business was established.
Enter the expiration date shown on your business license.
Select your preferred delivery date.

A help message is useful when the field label alone does not fully explain the required information.

WooCommerce Options

The Date field includes additional options for using the collected information within WooCommerce.

Add WooCommerce Registration

Enable Add WooCommerce Registration to include the Date field in the default WooCommerce customer registration form.

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

Add Custom Field in Billing

Enable Add Custom Field in Billing to add the Date field to the customer’s WooCommerce billing information.

Use this option when the collected date is relevant during checkout or should be stored with the customer’s billing details.

Required in Billing

Enable Required in Billing to make the Date field mandatory in the WooCommerce billing section.

This option should be used together with Add Custom Field in Billing. Leave it disabled when customers should be allowed to complete checkout without providing the date.

Example Configuration

For a Business Establishment Date field, you can use the following setup:

SettingRecommended value
Field ActiveEnabled
RequiredBased on your approval requirements
Hide LabelDisabled
Exclude Role ItemsExclude non-wholesale roles if needed
Field LabelBusiness Establishment Date
Field Namebusiness_establishment_date
Help MessageSelect the date your business was established.
Add WooCommerce RegistrationEnable if needed
Add Custom Field in BillingUsually disabled
Required in BillingDisabled

After completing the configuration, click Save Changes and test the field on the frontend registration form.

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