Add a form inside customers account

[DesignProof]

I am building a store that offers weekly food orders for schools.  I need the school to be able to fill in a form or table inside their account login with children’s names, age , dietary/allergy requirements and classroom name that can be updated when I child leaves or a new child is added. This is so that the food supplied can be labelled.   How can I achieve this?

[mageplaza-cs]

Hi @DesignProof 

I am from Mageplaza - Shopify solution expert.

You can absolutely achieve this in Shopify, but it will require some custom solutions, since Shopify doesn’t natively support adding custom forms inside the customer account page. Below are the possible ways to implement this, from simplest to more advanced:

Option 1: Use a Shopify App
There are several apps that let you add custom forms or fields to the customer account area.

Customer Fields by Helium

• Allows adding custom fields to the customer account.
• Supports field types like text, dropdowns, checkboxes, etc.
• Can store data in customer metafields or tags.

Form Builder with File Upload

• Lets you create custom forms (including tables or multiple rows).
• Can send form submissions to email or integrate with Zapier/webhooks.
• You can embed the form on a page inside the customer account area.

Option 2: Use Metafields + Custom Form (Developer Needed)
You can create a custom form on the customers/account page or a separate account subpage, and save the data to customer metafields.

How:
1. Create Metafields for Customers
(via Admin > Settings > Custom data > Customers).
Example field:

• children_data: type = json or multi-line text.

2. Customize the Theme:

• Add a custom HTML form in customers/account.liquid or a separate page (e.g., /account/children-info).
• Use JavaScript to send form data to a Shopify App Proxy or custom app, then save it via the Shopify Admin API.

3, Display saved data:

• Fetch the metafields and show the data in an editable table format.

Option 3: Use Embedded Google Form or Typeform
For a simpler, low-code setup:

• Create a form using Google Forms or Typeform.
• Let schools submit one child per form submission.
• Embed this form on a page like /account/school-order-info.

Please let me know if it works as expected!

Best regards!

[elijahliam]

You can use an app like Customer Fields by Helium to let schools manage child info within their account. For more advanced needs, a custom app might be the best solution.