How to Customise the Customer Sign-Up Form

Where to edit the form

Open More -> Sign-up form. Each field has a toggle for whether it appears and another for whether it's required.

Available fields

• First name (always required so we can address customers in pushes).
• Email (recommended; required if you want to send recovery links when a phone is lost).
• Phone number (optional; used only for SMS reach-outs in countries where it makes sense).
• Birthday (optional; powers automatic birthday rewards if you turn that on).
• Marketing consent checkbox (always shown; required for any future broadcast push).

GDPR-safe defaults

The marketing consent checkbox is unticked by default. We never grandfather older customers into marketing — silence is treated as a no, in line with GDPR.

Customers who decline marketing still get transactional pushes (stamps added, reward earned). Only broadcasts are gated.

Best practice: ask less to convert more

Every required field cuts your sign-up rate. Coffee shops doing 200+ joins per month typically run with first-name + marketing-consent and nothing else.