Checkout Process
Customer Information at Checkout
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. Some accounts collect extra operational details after payment.
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.
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Standard vs. Faster Checkout
Standard checkout collects contact details plus any ID, address, and emergency contact fields you've marked required — all before payment.
Faster checkout (optional) collects only name, email, phone, and required agreements before payment. Driver's license, date of birth, billing address, and emergency contact are collected on the confirmation page after payment, or at the rental counter.
Faster checkout helps mobile customers finish booking without form fatigue. Contact wecare@recsystems.com to enable it for your account.
How to Choose
| Choose this flow | Best when |
|---|---|
| Standard checkout | You need all details before accepting payment |
| Faster checkout | Your team verifies ID, emergency contact, and final details at check-in |
Whichever flow you use, keep field labels plain and only require information your staff truly needs before the rental.
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Information Collected
Always Required
| Field | Purpose |
|---|---|
| First Name | Identify the customer |
| Last Name | Identify the customer |
| 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
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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
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Agreements & Waivers
Liability Waiver
If you've uploaded a waiver document:
- Link to view the full waiver appears
- Customer must check "I have read and agree to the liability waiver"
- 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:
- Terms are displayed or linked
- Customer must acknowledge acceptance
- Required to complete checkout
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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.
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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.
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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 |
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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.
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Validation
The form validates information before proceeding:
| Field | Validation |
|---|---|
| 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.
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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
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Need more? Search the live help desk or email wecare@recsystems.com.