Pickup Request Details Form Setup Guide

A Shopify pickup request form can collect the requested date, preferred time window, collection name, preparation note, and acknowledgement of pickup instructions. This free COLY setup guide collects preferences for staff review. The requested date remains unconfirmed until the store follows its confirmation process.

Setup tutorial · COLY · Updated 2026-09-07 · By Activory

Try the storefront example

Enter sample order details. Try each choice and use Phone width to check the form. This example shows the COLY fields; your theme supplies the product and purchase button.

Storefront example

This example uses COLY storefront code with sample data and the settings below. Your theme’s fonts and available width can change the result. Example links show their destination; purchase controls use a sample cart. Use the checks below to confirm the finished setup in your store.

Build it in COLY

The images below show the COLY form code with local sample data, captured on 2026-09-07. Shopify navigation and action bars are outside the cropped area.

1. Name the form

Open COLY → Forms and create a form. Enter Pickup Request Details Form in Form name. This name is for your admin. Set Status to Published when you are ready to save the finished setup.

COLY Form name set to Pickup Request Details Form and Status set to Published — Use a name that helps you identify the form in COLY. Select the image to view it at full size.

2. Add and configure the fields

Open the first field card. Choose its Field type, then enter the settings below. Select Add field for each further row. Keep the fields in the listed order. Leave Placeholder blank and Display fields based on quantity off for these examples. Keep Pricing rule at None, where shown, and option price adjustments off.

Open each field below to see its full settings and screenshot.

1. Requested pickup date — Date picker

Set Field type to Date picker and Label to Requested pickup date.
Select Is mandatory. Clear Hide by default.
In Helper text, enter: This is a request. Wait for confirmation before collection.
Use YYYY-MM-DD for Date format and No schedule for Schedule/calendar. This field collects a requested date. It does not confirm availability. Keep the helper text that asks the customer to wait for confirmation.

COLY Date picker settings for Requested pickup date in Pickup Request Details Form — Match the label, helper text, and field settings shown here. Select the image to view it at full size.

2. Preferred window — Select field

Set Field type to Select field and Label to Preferred window.
Select Is mandatory. Clear Hide by default.
Leave Helper text blank for this example.

In Options, enter one choice per line:

Morning
Afternoon

COLY Select field settings for Preferred window in Pickup Request Details Form — Match the label, helper text, and field settings shown here. Select the image to view it at full size.

3. Collection name — Text field

Set Field type to Text field and Label to Collection name.
Select Is mandatory. Clear Hide by default.
In Helper text, enter: Name of the person who will collect the order.
Leave Minimum characters blank. Leave Maximum characters blank.

COLY Text field settings for Collection name in Pickup Request Details Form — Match the label, helper text, and field settings shown here. Select the image to view it at full size.

4. Preparation note — Textarea

Set Field type to Textarea and Label to Preparation note.
Clear Is mandatory. Clear Hide by default.
In Helper text, enter: Details we need to prepare this item.
Leave Minimum characters blank. Leave Maximum characters blank.

COLY Textarea settings for Preparation note in Pickup Request Details Form — Match the label, helper text, and field settings shown here. Select the image to view it at full size.

5. Pickup instructions read — Checkbox

Set Field type to Checkbox and Label to Pickup instructions read.
Select Is mandatory. Clear Hide by default.
Leave Helper text blank for this example.

In Options, enter one choice per line:

Wait for the ready-for-pickup notice

COLY Checkbox settings for Pickup instructions read in Pickup Request Details Form — Match the label, helper text, and field settings shown here. Select the image to view it at full size.

3. Review the field list

Select Collapse in each field card to check the labels and order. Required fields must show Is mandatory when you open them. The helper text should tell customers what to enter.

Completed COLY field list for Pickup Request Details Form — Check all 5 fields before you set the display rules. Select the image to view it at full size.

4. Choose product-page placement

Under Storefront placement, set Show this form on to Product pages. This matches the storefront example above.

COLY Storefront placement set to Product pages for Pickup Request Details Form — Use Product pages to collect details for the item the customer is buying. Select the image to view it at full size.

5. Limit the form to your test products

In Shopify, add the product tag pickup-request-form to your test product and save it. In COLY, open Display condition, set Attribute to Tagged with, then enter pickup-request-form in Matches with and select the matching option. Only add this tag to products that should use this form.

COLY Display condition set to Tagged with and pickup-request-form — The same tag must be present on the Shopify product and in this form rule. Select the image to view it at full size.

6. Save and check the storefront

Check the form fields and rules, then select Save in COLY. Open the test product template in the Shopify theme editor. Add Coly - Form fields near the purchase controls, keep the default field design for this example, and save the theme.

Open the tagged product in the storefront and enter test details. Add the item to the cart and check its submitted details. Complete the finished setup checks before you use the form on products for sale. See the COLY setup guide for the Shopify theme controls.

Example settings

Requested pickup date: Required. Helper text: “This is a request. Wait for confirmation before collection.”
Preferred window: Required; choices: Morning; Afternoon.
Collection name: Required. Helper text: “Name of the person who will collect the order.”
Preparation note: Optional. Helper text: “Details we need to prepare this item.”
Pickup instructions read: Required; choices: Wait for the ready-for-pickup notice.

Sample data and content

Use these values for a test. Replace them with checked product data, published destinations, and offers that your store can supply.

Field label	Field type	Required setting	Configuration note
Requested pickup date	Date	Required	A request until confirmed
Preferred window	Select	Required	Morning; Afternoon
Collection name	Text	Required	Person expected to collect the order
Preparation note	Textarea	Optional	Details needed to prepare this item
Pickup instructions read	Checkbox	Required	Wait for the ready-for-pickup notice

Does a requested pickup date reserve a collection slot?

A date picker alone does not reserve a pickup slot or enforce capacity. Use requested date and preferred window labels unless you have configured a separate confirmed scheduling process. Keep the actual Shopify pickup method and location consistent with the order’s checkout choice.

Confirm which products need pickup preparation and which locations can fulfil them. Write the confirmation process beside the form.
Use a date field and a fixed list of time windows that reflect your staff workflow.
Assign the form to the intended products and explain that checkout still determines the delivery or pickup method.
Submit a request for a busy day and confirm your team can review it before sending any ready notice.

Read the COLY setup guide for the full app controls and placement options.

Check the finished setup

Check that a requested date is never labelled as a reserved appointment in the cart or order.
Test a shipping order that contains the product and confirm the pickup preference does not confuse fulfilment.
Verify that the collection name remains separate from the customer’s billing details.

Common mistakes

Do not imply this tutorial configures capacity limits, blackout dates, or automatic slot confirmation.
Do not promise same-day readiness merely because today can be selected in a date field.

Supported use

This plan collects product order details. It does not configure fees, stock, appointments, or shipping services. Check plan access for conditional fields. Test each purchase route in your theme and verify that the intended details reach the order before you accept custom work.

COLY features, current app plans, and COLY conditional logic explain the supported setup.

Browse all COLY tutorials. Read how the examples are made or report a correction.