How to Set Up and Configure the WooCommerce Checkout Field Editor Plugin Step by Step

Most WooCommerce stores reach a point where the default checkout form starts feeling inadequate. Not broken, just not quite right for what the business actually needs. A field that should be there is missing. A field that is there is irrelevant. 

The order of fields does not match the logical flow a customer would expect. And there is no way to collect the specific information the store needs without someone contacting support after the order is placed.

The Conditional Checkout Fields and Edit Checkout Fields plugin by FmeAddons is a checkout field editor for WooCommerce that addresses all of this through a configuration interface that does not require a developer to set up or maintain. 

This guide walks through the complete setup process in a logical sequence so you end up with a properly configured checkout rather than a partially working one.

Before You Start: What This Plugin Is Actually Capable Of

Understanding the full scope of what the plugin can do before touching any settings helps you plan the configuration properly rather than discovering capabilities halfway through and having to revisit earlier decisions.

This checkout field editor for WooCommerce lets you:

• Edit WooCommerce checkout fields that come with the default installation including changing labels, making fields optional, hiding irrelevant ones, and reordering everything
• Add completely new custom fields across billing, shipping, and additional information sections
• Apply conditional logic so fields show or hide based on customer input, product selection, or user role
• Charge fees through specific field selections turning the checkout into an upsell opportunity
• Repeat fields based on cart item count for orders requiring per-item information
• Create entirely new checkout sections positioned precisely within the checkout flow
• Control where collected field data appears after the order including order details, customer account pages, and invoice emails

It works with Cart and Checkout Blocks, HPOS, PHP 8, Multisite, and several major themes including Avada, Flatsome, Porto, Woodmart, and Divi.

Step 1: Installing the Plugin

Getting the plugin onto the store follows the WooCommerce subscriptions process:

Via WooCommerce Account (Recommended)

1. Log into your account at WooCommerce.com
2. Go to My Subscriptions
3. Find the Conditional Checkout Fields plugin in your subscriptions
4. Click Add to Store next to it
5. Follow the on-screen instructions and the plugin installs automatically

Via Manual Upload

If you have downloaded the ZIP file directly:

1. In WordPress admin go to Plugins > Add New
2. Click Upload Plugin
3. Select the downloaded ZIP file and click Install Now
4. Click Activate Plugin once installation finishes

After activation the plugin settings are accessible at WooCommerce > Settings > Conditional Checkout Fields for WooCommerce and this is where everything in this guide takes place.

Step 2: Familiarizing Yourself With the Settings Structure

When you first open the plugin settings you will see tabs for Billing, Shipping, and Additional along with an Add Section button. Understanding what each of these covers before making changes prevents common setup mistakes.

Billing covers the billing address and payment portion of the checkout. For this section to be editable, payment must be enabled in your WooCommerce settings.

Shipping covers the shipping details section. Shipping must be enabled in WooCommerce settings for this section to be accessible.

Additional covers the additional information section that sits after billing and shipping next to the order notes field. Order notes must be enabled for this section to work.

Each tab shows both the default WooCommerce fields that already exist and any custom fields you have created. They all work identically so the process you learn in one section applies directly to the others.

Step 3: Editing Existing Default Checkout Fields

Before adding anything new it is worth reviewing and cleaning up the fields that are already on the checkout page. The ability to edit WooCommerce checkout fields that come with the default installation is one of the more immediately useful things this plugin provides.

Click the Billing tab and you will see the full list of existing billing fields. To edit any of them click the Edit button next to the field.

What you can change on default fields:

• Label: The text the customer sees as the field heading. Change “Company name (optional)” to something that fits your store’s language better or simply rename it to remove the word optional if you are making it required
• Placeholder: The guidance text inside the field. Use this to give customers a clearer example of what to enter
• Enable: Toggle the field off entirely if it is not relevant to your store. A digital products store probably does not need the company name field at all
• Required: Change optional fields to required or required fields to optional based on what your store actually needs
• Field Class: Control the width and position of the field within the checkout layout

After editing any field click Save Changes to apply. Changes take effect on the checkout page immediately.

Reordering default fields:

Every field in every section, both default and custom, can be reordered through drag and drop. Grab the field by its drag handle and move it to the position that creates the most logical flow for customers moving through the checkout. Save changes after reordering.

Step 4: Creating New Custom Fields

Click Add Field within any section tab to create a new custom checkout field. This is where the ability to edit WooCommerce checkout fields extends beyond what the default installation allows.

Work through each setting carefully:

Field Type

Select from the 15 available types:

• Text Field: Single line input, best for short responses like a reference number or custom name
• Text Area: Multi-line input for longer customer notes, instructions, or descriptions
• File Upload: Lets customers attach a file directly during checkout, useful for design files, signed documents, or reference images
• Drop-Down: A select menu presenting customers with a predefined list of options
• Radio Button: Single-choice buttons displayed all at once rather than in a dropdown
• Checkbox: Multi-select options for customers to check one or more relevant choices
• Simple Checkbox: A single yes or no toggle for straightforward questions
• Multiple Select: Allows customers to choose several options from a list simultaneously
• Date Picker: A calendar interface for date selection
• Time Picker: A time selection input
• Color Picker: Visual color selection displayed as clickable colored boxes
• Phone Number: A formatted phone number input
• Number: Accepts only numerical input
• Paragraph: Display-only text for instructions or notes within the checkout form
• Heading: Display-only text for creating visual section dividers

Field Name The internal identifier. Not customer-facing but should be descriptive enough to identify the field in the admin.

Label What the customer sees above the field. Be specific and instructional. “Preferred Delivery Date” communicates more clearly than “Date” and “Name for Cake Inscription (max 30 characters)” is more useful than “Custom Text.”

Placeholder Guidance text inside the field itself. A concrete example works better than a vague description. For a personalization field “e.g. Happy Anniversary, Tom and Sarah” is more helpful than “Enter your text here.”

Field Class Controls layout positioning:

• form-row-first places the field on the left side of a two-column row
• form-row-last places it on the right side
• form-row-wide makes the field span the full checkout width

Price Attach a monetary value to the field that adds to the order total when the field is interacted with. This is how you handle paid add-ons like gift wrapping, rush processing, or priority handling directly within the checkout rather than as separate products.

Required Makes the field mandatory. Customers cannot complete checkout without filling it in. Pair this with a specific label and placeholder so customers know exactly what to provide rather than encountering an error and not knowing how to fix it.

Display or Hide for Specific Products or Categories Show the field only when specific products or products from specific categories are in the cart, or hide it when they are. This is one of the most practical features in the checkout field editor for WooCommerce because it keeps the checkout relevant to each customer’s specific order rather than showing every field to everyone.

Repeat This Field Set the field to repeat based on either specific products in the cart or the total number of cart items. A personalization text field that repeats five times for a customer with five items means you collect individual customization information for each item in a single checkout step. A label suffix using numbers or letters distinguishes each repeated instance. Per-instance pricing can also be applied.

Display or Hide for Specific User Roles Control which user roles see this field. Wholesale customers can see trade-specific fields that retail customers never encounter. Guest customers can be excluded from fields only relevant to registered account holders.

Add Conditions Configure conditional display logic. The relation between conditions within a group is AND meaning all conditions must be true at the same time. The relation between multiple groups is OR meaning the field appears if any group’s conditions are fully met.

Step 5: Setting Up Conditional Logic for Dynamic Fields

Conditional logic in the checkout field editor for WooCommerce is what transforms a static form into one that responds to what the customer is actually doing. Properly configured conditional fields mean customers see a checkout that feels relevant and purposeful rather than a generic form that asks everyone the same questions.

Accessing condition settings:

Within any field’s edit panel scroll to the Add Conditions section at the bottom. Click to add a condition group and then define the conditions within it.

Building a simple condition:

You want a gift message text area to appear only when a customer checks a “This is a gift” checkbox:

1. Create the checkbox field first and save it
2. Edit the gift message text area field
3. In Add Conditions, set the trigger field to the gift checkbox
4. Set the comparison to “equals”
5. Set the value to the checkbox’s checked state
6. Save the field

The text area now only appears when the checkbox is checked. Customers who are not ordering a gift never see a field that is irrelevant to them.

Building a multi-condition rule with AND logic:

You want a field to appear only when a specific product is in the cart AND the customer has selected express shipping:

1. In Add Conditions create one condition group
2. Add the first condition: product equals your specific product
3. Add a second condition within the same group: shipping method equals express
4. Both conditions sit in the same group so AND logic applies, both must be true simultaneously

Building an OR logic rule across groups:

You want a field to appear for either of two different product categories:

1. Create the first condition group with the first category condition
2. Click to add a second condition group
3. Add the second category condition in the new group
4. OR logic applies between groups so the field appears if either group’s condition is met

Step 6: Adding Custom Checkout Sections

When the existing three sections do not provide the right structural context for new fields you can create entirely new sections and position them precisely within the checkout flow.

Go to WooCommerce > Settings > Conditional Checkout Fields and click Add Section.

Section configuration:

• Title: The heading customers see for this section on the checkout page
• Section Name: Internal identifier for admin management
• Display Position: Choose from ten position options including before or after customer details, billing fields, shipping fields, registration fields, and order notes

Visibility controls:

• Enable: Toggle the section on or off
• Repeat This Section: Repeat the entire section based on conditions
• Display or Hide for Specific Products or Categories: Control section visibility based on cart contents. A section collecting custom product specifications can appear exclusively when the relevant products are in the cart
• Display or Hide for Specific User Roles: Show a section only to relevant customer types
• Add Conditional Groups: Apply AND and OR logic at the section level so the entire block of fields appears or disappears together based on conditions rather than requiring the same condition on every individual field within it

The section-level conditional control is particularly efficient for groups of related fields that share the same display conditions because it means you configure the condition once at the section level rather than repeatedly on each field.

Step 7: Configuring Field Data Visibility After Checkout

Collecting information at checkout is only useful if that information appears where it is needed after the order is placed. Each field has display checkboxes that control where the collected value appears.

Configure these for each field based on how the information will actually be used:

Order Details Page Show the field value in the WooCommerce order management area. Enable this for any field containing information the fulfillment team needs to see when processing the order. A personalization text field, a custom color selection, or a preferred delivery date should all be visible here.

My Account Page Show the field value in the customer’s order history in their account dashboard. Enable this for information the customer might want to reference after the order, like a confirmed appointment time or the text they requested for an engraving.

Invoice Emails Show the field value in the automated order confirmation email. Enable this for information that should be part of the customer’s order record, particularly for personalized product details where the customer should have a written confirmation of exactly what they ordered.

Step 8: Searching, Exporting, and Managing Fields

As the number of custom fields grows across different sections, the management tools built into the plugin become increasingly useful.

Search: Each section tab has a search bar on the right side. Type any part of a field name or label to filter the fields list and locate specific fields quickly without scrolling through a long list.

Export: The export option on the left side of each section produces a file containing all the field configurations for that section. This is useful for documentation, for sharing configurations with a developer, or for backing up the checkout field setup before making significant changes.

Print: The print option produces a formatted printable view of all fields in the section which is useful for reviewing the complete checkout field setup offline or sharing it with team members who need to understand what information is being collected at checkout.

Step 9: Testing the Complete Checkout Before Going Live

After completing the configuration, testing the checkout thoroughly from the customer side is the step that catches issues before real customers encounter them.

Work through these verification checks:

• Go through the checkout as a customer who should trigger each conditional field and verify the correct fields appear and disappear
• Test mandatory field validation by deliberately skipping required fields and confirming the error messages are clear and specific
• Select priced field options and verify the correct amounts are added to the order total
• If repeat fields are configured, add the required number of items to the cart and confirm the fields repeat correctly with the right label suffixes
• Submit a test order and check that field values appear correctly in the order details, in the customer account page, and in the confirmation email
• Test on mobile since conditional field behavior and layout positioning can differ on smaller screens

Conclusion

The ability to properly edit WooCommerce checkout fields and add new ones through a well-configured checkout field editor for WooCommerce makes a genuine difference to how smoothly both the customer experience and the store’s order fulfillment process work. 

Customers see a checkout that asks relevant questions at the right moment rather than a generic form that ignores the specifics of their order. The fulfillment team receives complete and well-organized information with every order rather than having to follow up with customers to collect what is missing.

Working through the setup in the sequence covered in this guide, starting with reviewing and cleaning up default fields, then adding custom fields with proper labels and conditions, then creating sections where needed, then configuring post-checkout data visibility, and finally testing thoroughly before going live, produces a checkout configuration that works correctly from day one and is straightforward to maintain and update as the store’s requirements evolve.