Documentation — Checkout Field Pro | Tidemark Software
Documentation

Everything you need to get started

Step-by-step guides for installing, activating, and using Checkout Field Pro on your WooCommerce store.

Getting Started

Your first custom checkout field

This guide walks you through adding your first custom field to the WooCommerce block checkout — from install to live in under five minutes.

What you’ll need

  • WordPress 6.4 or higher
  • WooCommerce 8.3 or higher with the block checkout enabled
  • Checkout Field Lite (free) or Checkout Field Pro installed and activated
Checkout Field Pro works exclusively with the WooCommerce block checkout. It is not compatible with the classic (shortcode-based) checkout. To verify you’re using the block checkout, go to WooCommerce → Settings → Advanced → Checkout page and confirm the checkout page uses the Checkout block, not the shortcode.

Step-by-step

1

Open the field editor

After activating the plugin, go to WooCommerce → Checkout Fields in your WordPress admin. You’ll see the field editor listing any existing custom fields.

2

Add a new field

Click + Add Field in the top left. A panel will open on the right side of the screen where you can configure the field.

3

Choose a field type

Select the type of field you want to add. Lite includes text, textarea, select, radio, and single checkbox. Pro adds date/time pickers, multiselect, checkbox group, and state/province fields.

4

Configure the field

Give the field a label (shown to customers), set whether it’s required or optional, and add a placeholder if needed. For select and radio fields, add your options in the options list.

5

Save and preview

Click Save. Your field is now live on the checkout immediately — no page refresh needed. Open your store’s checkout page to see it in action.

6

Reorder fields

Drag and drop fields in the editor list to change the order they appear at checkout. Changes apply instantly.

Available field types

Lite & Pro Pro only
Text
Textarea
Select
Checkbox
Radio
Date Picker
Date & Time
Time
Month
Week
Number
Email
Phone
URL
Password
Hidden
Multi-Select
Checkbox Group
Country
State / Province
Heading
Field values are automatically saved to each order and appear in the admin order detail and order confirmation email — no extra configuration needed.

Installation & Activation

Installing Checkout Field Pro

There are two versions of the plugin — a free Lite version available on WordPress.org, and the Pro version available exclusively from tidemarksoftware.com. Both install the same way.

Installing Checkout Field Lite (free)

1

Go to Plugins → Add New

In your WordPress admin, navigate to Plugins → Add New Plugin.

2

Search for Checkout Field Lite

Type Checkout Field Lite in the search box. Look for the plugin by Tidemark Software.

3

Install and activate

Click Install Now, then Activate. The plugin is ready to use immediately — no license key required.

Installing Checkout Field Pro (paid)

1

Download your plugin zip

After purchasing, you’ll receive an email from Tidemark Software with a download link for the .zip file. You can also download it at any time from your license confirmation email.

2

Upload via WordPress admin

Go to Plugins → Add New Plugin → Upload Plugin. Click Choose File, select the checkout-field-pro.zip file you downloaded, then click Install Now.

3

Activate the plugin

Once installed, click Activate Plugin. You’ll be taken to the plugin list where you’ll see Checkout Field Pro listed as active.

4

Enter your license key

Go to WooCommerce → License & Activation and enter the license key from your purchase confirmation email. Click Activate License to enable updates and Pro features.

See License Key Help below if you run into any issues.

Do not install both Lite and Pro at the same time. Pro includes everything in Lite — activate Pro and deactivate Lite if you are upgrading.

Upgrading from Lite to Pro

1

Deactivate Checkout Field Lite

Go to Plugins and click Deactivate next to Checkout Field Lite. Your field configuration is saved separately and will carry over to Pro automatically.

2

Install and activate Checkout Field Pro

Follow the Pro installation steps above. Your existing fields will appear in the editor exactly as you left them.

3

Delete Checkout Field Lite (optional)

Once Pro is active and working, you can safely delete the Lite plugin from your Plugins list.

License Key Help

Managing your license key

Your license key activates Pro features and enables automatic plugin updates. Here’s everything you need to know about finding, activating, and managing it.

Finding your license key

1

Check your purchase email

Your license key is included in the order confirmation email sent to the address you used at checkout. Search your inbox for an email from Tidemark Software.

2

Check your spam folder

If you don’t see the email within a few minutes, check your spam or promotions folder. Emails from order systems occasionally get filtered.

3

Still can’t find it?

Contact us at support with the email address you used to purchase and we’ll resend it promptly.

Activating your license

1

Open the License & Activation page

In your WordPress admin, go to WooCommerce → License & Activation.

2

Paste your license key

Copy your license key from the purchase email and paste it into the license key field. It looks like: XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX

3

Click Activate License

Click the Activate License button. You should see a green confirmation message. Your license is now active and Pro features are unlocked.

Moving your license to a new site

Each license covers a set number of sites (1, 5, or 25 depending on your plan). To move a license from one site to another:

1

Deactivate on the old site

On the site you’re leaving, go to WooCommerce → Checkout Fields → License and click Deactivate License. This frees up a seat.

2

Activate on the new site

Install the Pro plugin on the new site and enter your license key as normal. It will activate immediately since a seat was freed.

Common license issues

“License key invalid” — Double-check that you copied the full key with no extra spaces. Keys are case-sensitive. If the key was recently purchased, wait a minute and try again.
“License seat limit reached” — You’ve used all the activations included in your plan. Deactivate the license on a site you no longer use, or upgrade your plan for more seats.
Your license is valid for one year from the purchase date and includes all plugin updates released during that period. After one year, Pro features will be disabled and updates will stop until you renew — however, any fields you created will remain intact and visible in the editor. Renew your license →

Advanced Usage

Conditional logic & import / export

Pro includes two powerful workflow tools: conditional logic for showing or hiding fields based on customer input, and import/export for backing up and migrating your field configuration.

Conditional logic

Conditional logic lets you show or hide a field based on the value of another field. For example, show a “Gift message” text field only when a customer checks “This is a gift.”

1

Open the field you want to conditionally show

In WooCommerce → Checkout Fields, click the edit icon next to the field you want to control. This is the field that will appear or disappear based on a condition.

2

Enable conditional logic

In the field settings panel, scroll to the Conditional Logic section and toggle it on.

3

Set the condition

Choose Show if or Hide if, then select the source field from the dropdown and set the value to match against. For example: Show if → “Is this a gift?” → is → “Yes”.

4

Save and test

Click Save. Open your store’s checkout and interact with the source field — the conditional field should show or hide in real time.

Conditional logic works with any field type as the source. The best source fields are Checkbox, Radio, and Select since their values are fixed and predictable. Text field conditions match on exact string values.

Import & export

The import/export feature lets you save your entire field configuration as a JSON file and restore it on the same site or a different one. Useful for backups, staging-to-production migrations, and reusing a setup across multiple stores.

Exporting your configuration

1

Go to the Import / Export tab

In WooCommerce → Checkout Fields, click the Import / Export tab at the top of the page.

2

Click Export

Click the Export Fields button. A .json file will download to your computer containing your complete field configuration including labels, types, options, and conditional logic rules.

Importing a configuration

1

Go to the Import / Export tab

On the destination site, go to WooCommerce → Checkout Fields → Import / Export.

2

Upload your JSON file

Click Choose File, select your exported .json file, then click Import Fields.

3

Review and confirm

Your fields will appear in the editor immediately. Review them to confirm everything imported correctly, then visit checkout to verify they display as expected.

Importing will replace all existing fields on the destination site. Export your current configuration first if you want to keep a backup before importing.

Compatibility & Limitations

What to know before you build

Checkout Field Pro is purpose-built for the WooCommerce block checkout. This page covers confirmed compatible themes, known limitations, and what to expect from fields in the WordPress admin.

Requirements

  • PHP 7.4 or higher
  • WooCommerce 8.3 or higher
  • WordPress 6.4 or higher
  • The WooCommerce block checkout must be active — not the classic shortcode checkout
Checkout Field Pro does not work with the classic WooCommerce checkout shortcode (
). If you’re unsure which checkout you’re using, go to WooCommerce → Settings → Advanced and check that your checkout page contains the Checkout block, not the shortcode.

Verified compatible themes

The following themes have been tested and confirmed to work correctly with Checkout Field Pro. If your theme isn’t listed, it may still work — unlisted themes have simply not been formally tested yet.

Twenty Twenty-Five
Twenty Twenty-Four
Twenty Twenty-Three
Blocksy
Kadence
GeneratePress
Neve
Neve FSE
Storefront
Hello Elementor
Ollie
Spectra One
Frost
Blockline
Raft
Prime FSE
Using a theme that isn’t listed? It may work fine. If you run into display issues, contact support with your theme name and a description of the problem and we’ll investigate compatibility.

Known limitations

Hidden fields are not shown in order emails or the order detail page.

Hidden fields store a preset value silently — they are intentionally not displayed to customers. In the WordPress admin, the saved value is visible only in the Custom Fields meta box on the order edit screen (WooCommerce → Orders → [Order] → Custom Fields). If the Custom Fields box isn’t visible, click Screen Options at the top of the page and enable it.

Not compatible with the classic checkout shortcode.

The plugin only injects fields into the WooCommerce block checkout. Stores still using the classic

shortcode will not see any fields at checkout.

Heading fields do not store data.

The Heading field type is a display-only section divider. It renders a label at checkout to visually group fields but does not collect or save any value to the order.

Lite version is capped at 5 fields.

Checkout Field Lite allows a maximum of 5 custom fields. To add more, upgrade to Pro.

Changelog

What’s new

A record of all notable changes to Checkout Field Pro and Checkout Field Lite. Both plugins follow semantic versioning — major.minor.patch.

1.0.0 April 2026 Initial Release
  • Visual field editor under WooCommerce → Checkout Fields
  • Five core field types: Text, Textarea, Select, Checkbox, Radio
  • Required / optional toggle per field
  • Contact and Order section placement
  • Drag-and-drop field reordering
  • Field values saved to order meta automatically
  • Values displayed on order confirmation page and in WooCommerce emails
  • Admin order detail display
  • HPOS (High-Performance Order Storage) compatible
  • Five-field cap with upgrade prompt to Pro
  • Block checkout native — uses WooCommerce Additional Fields API
  • Verified compatible with 16 themes including Blocksy, Kadence, Storefront, and all default WordPress themes
  • All Lite features included
  • Unlimited fields
  • 16 additional field types: Date Picker, Date & Time, Time, Month, Week, Number, Email, Phone, URL, Password, Hidden, Multi-Select, Checkbox Group, Country, State / Province, Heading
  • Conditional logic — show or hide fields based on the value of another field
  • Import / export field configuration as JSON
  • Email display controls per field
  • License & Activation page under WooCommerce menu
  • Annual license with 24-hour transient validation caching
  • Daily cron revalidation with graceful Pro feature gating on expiry
  • Priority email support

Legal

Terms & Conditions

By purchasing or using Checkout Field Pro or Checkout Field Lite, you agree to the following terms. Please read them carefully before installing or activating the software.

1. License grant

Tidemark Software LLC grants you a non-exclusive, non-transferable license to install and use Checkout Field Pro on the number of WordPress sites specified by your purchased plan (1, 5, or 25 sites). Checkout Field Lite is licensed for use on any number of sites under the GNU General Public License v2 (GPLv2), consistent with WordPress.org distribution requirements. The Pro plugin is also GPL-licensed software; your purchase covers the license key, support, and update access — not the software itself.

2. Permitted use

You may install the plugin on your own WordPress sites or on sites you manage on behalf of clients, subject to the seat limits of your plan. You may not redistribute, resell, sublicense, or share the Pro plugin zip file or your license key with third parties.

3. Payments & refunds

All purchases are processed securely by Lemon Squeezy, who acts as Merchant of Record. By completing a purchase you also agree to Lemon Squeezy’s Terms of Service.

Licenses are sold on an annual subscription basis. Renewal notices are sent to the email address used at checkout before each renewal date. You may cancel auto-renewal at any time from your purchase confirmation email.

14-day refund policy. If you are not satisfied with Checkout Field Pro, contact support within 14 days of your purchase date for a full refund — no questions asked. Refund requests submitted after 14 days are evaluated on a case-by-case basis and are not guaranteed.

4. Updates & support

An active license entitles you to all plugin updates released during your license period and to priority email support. If your license expires, the plugin will continue to function but Pro features will be disabled and you will no longer receive updates or support responses. Renewing restores full access immediately.

5. Disclaimer of warranties

The software is provided “as is” without warranty of any kind, express or implied. Tidemark Software LLC does not warrant that the plugin will be error-free, uninterrupted, or compatible with every theme, plugin, or hosting environment. You are responsible for maintaining backups of your site and testing updates in a staging environment before applying them to production.

6. Limitation of liability

To the maximum extent permitted by applicable law, Tidemark Software LLC shall not be liable for any indirect, incidental, special, consequential, or punitive damages — including but not limited to loss of revenue, loss of data, or business interruption — arising from your use of or inability to use the plugin, even if advised of the possibility of such damages. In no event shall our total cumulative liability exceed the amount you paid for your current license period.

7. Privacy & data

Checkout Field Pro performs periodic license validation by contacting Tidemark Software servers with your license key and site URL. No customer order data or personal information from your store is transmitted. Purchase data collected at checkout (name, email, billing address) is handled by Lemon Squeezy per their Privacy Policy.

8. Governing law

These terms are governed by the laws of the State of South Carolina, United States, without regard to conflict-of-law principles. Any disputes shall be resolved exclusively in the courts of Charleston County, South Carolina.

9. Changes to these terms

Tidemark Software LLC reserves the right to update these terms at any time. Material changes will be communicated via email to active license holders. Continued use of the plugin after the effective date of any update constitutes acceptance of the revised terms. The current version of these terms is always available on this page.

Questions about these terms? Contact support and we’ll respond within one business day.