Client Form Woocommerce Questionnaire Please complete the form.Note that some fields are optional while others are required. Client Woocommerce setup form Leave this field blank Your Site Name/s Your Name GENERAL Store Address Line 1: Store Address Line 2: (optional) City: Country: State/County: Post/Zip code: Selling locations: Sell to all countries Sell to all countries, except... Sell to specific countries Please specify your country choices based on your answer to the previous question (optional) Do you want Woocommerce to calculate taxes? Yes No In which currency will you sell? Do you want to enable the use of coupons Yes No If you answered "Yes" to enabling coupons, do you want coupons to be cumulative? (optional) Yes No PRODUCTS Do you wish your customers to be redirected to the Cart as soon as they add a product? Yes No Do you wish to enable Customer Product Reviews? Yes No Do you wish to enable Product Star Ratings? Yes No PAYMENTS Which payment methods would you like to activate? Square PayPal Others Please indicate your "others" in the field below Other Payment Solutions PAYPAL We will use these details to obtain all of the information required to setup PayPal payments in Woocommerce. Once accessed, your details will not be stored online for security. If you are not comfortable sharing this information on this form, please contact us on +61 (0)422 373 679. PayPal Email (optional) PayPal Password (optional) SQUARE We recommend Square as our preferred online payments provider, as they charge the lowest overall rates for online credit card transactions. If you don't have a Square account, please apply for one here: https://squareup.com/signup?signup_token=PHILIPJOH4 Disclosure: if you sign up for a Square account through our affiliate link you will receive AUD$1,000 of free processing in your first 180 days. As a bonus for your referral, we will also receive $1,000 of free processing for the same period. There are no referral or trailing commissions. We will use these details to obtain all of the information required to setup Square payments in Woocommerce. Once accessed, your details will not be stored online for security. If you are not comfortable sharing this information on this form, please contact us on +61 (0)422 373 679. Square Email (optional) Square Password (optional) ACCOUNTS & PRIVACY Guest checkout - allow customers to place orders without an account Yes No Guest checkout - allow customers to log into an existing account during checkout Yes No Account creation - allow customers to create an account during checkout Yes No Account creation - allow customers to create an account on the "My account" page Yes No PRIVACY STATEMENT/POLICY Please note, your site will require a Privacy Statement/Policy page which will be included in the woocommerce setup. You will need to forward this to us before your store can go live. EMAIL SENDER OPTIONS Please note that as part of your WordPress/Woocommerce email setup, we will create a free Sendinblue account on your behalf, using a CBandC Client email address structured like this: clientname@cbcclient.email. The reason for this is that WordPress email on hosting accounts is notorious for email delivery issues. To ensure your system emails, such as WordPress notifications, password resets, and Woocommerce notifications to both you and your customers, etc., are actually delivered, we need to use a third party service for delivery. If you would prefer to use a different third party service for your site emails, such as GSuite or Microsoft365, please let us know immediately, so we can action the required configurations. "From" name "From" address Would you like us to customise your Woocommerce email template? Customising your email template means we will add your logo and adjust footer text (tell us what you would like in your footer text in the field below), base colour, background colour, body background colour and body text colour, so the template best represents the styling of your site. Yes No I would like to do this myself, but can you assist? Email Footer Text Order Notification Emails To which email should order notification and other emails be sent? OTHER CONSIDERATIONS Shipping Methods, Pricing and Zones - this should include details of the carriers you wish to use and the rate calculations. We will need this to create the backend setup for shipping - NOTE: A paid plugin may be required for this, depending on your chosen shipping method/s. Address Auto-complete - if you would like customer addresses to be completed automatically during the checkout process, please let us know. NOTE: A paid plugin may be required for this. Free Shipping - if you wish to provide free shipping based on purchase levels, we can arrange this at extra cost. A premium plugin is required.
