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Need gate codes and handoff details before your team heads out?

Shopify delivery instructions and pickup notes in the cart

Get the details your team needs before dispatch. Bird adds a note field to each method in the cart, for delivery instructions, pickup notes and shipping notes. Make it required and find every answer on the Shopify order.

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Your customers enter notes in the cart, and your team sees them on the order.

What changes when note fields are built into the cart?

  • Collect method-specific notes before checkout

    Use separate fields for delivery, pickup, and shipping so each order gets the right instructions.

  • Make critical instructions mandatory

    Require notes when needed, so drivers and counter staff do not chase missing details later.

  • Keep instructions visible where staff work

    Notes are saved on the Shopify order and shown in Bird order details for quick handoff.

What are delivery instructions in Bird?

In Bird Pickup & Delivery, the Shopify app by BirdChime, each method can have its own note field in the cart widget: a delivery note, a pickup note and a shipping note. Each can be optional or required. Pickup orders can also ask your customers for the collector's name and email. Notes are saved with the order in Shopify.

Quick facts
Saved toThe order's Additional details in Shopify
PriceFrom $19.99 a month, billed through Shopify, with a 14-day free trial. Compare plans
Used by7,000+ Shopify stores in 60+ countries

Everything you can set

What notes can customers leave?

Use one field per method, so the question fits the order.

You canWhat happensFor example
Capture delivery access detailsFor instructions like "gate code" or "leave at back door", in the delivery section of the widget.Example: Customer adds Gate code 4412, leave at side door before placing a local delivery order.
Capture pickup handoff notesSpecial instructions for pickup orders, in the pickup section.Example: Customer writes Call when outside for a pickup order at 5:00 PM.
Capture shipping message requestsHandling requests or gift messages for shipping orders.Example: Customer adds Gift message: Happy Birthday Nina for a shipping order.
Require notes when your process needs themTurn on Make delivery note required (and the same for pickup and shipping) to stop checkout until your customer writes something.Example: If no note is entered for delivery, checkout stays blocked until the field is filled.

Can I ask who's picking up?

Yes. Pickup orders can collect the collector's details.

You canWhat happensFor example
Collector nameFor when someone other than your customer is collecting. It shows in the order details for staff.Example: Customer enters Jordan Lee as collector, so staff release the pickup to Jordan.
Collector emailValidated as an email, or plain text if you prefer. The field is always optional.Example: Customer enters friend@example.com so staff can confirm pickup handoff.
On the order pageBird's block on the Shopify order shows the collector's name, phone and email alongside the order note.Example: Order details show Collector: Alex Kim, Email: alex@domain.com next to pickup note.

Where do staff see the notes?

On the Shopify order, and on anything that prints the order note.

You canWhat happensFor example
Bird's order blockThe Bird Order Details block on the order page shows the order note.Example: Ops staff open order #2145 and read Leave at front desk directly in Bird Order Details.
Packing slipsTurn on Append Date/Time to order note to add the pickup or delivery details to the order note, so they print on the packing slip.Example: Packing slip prints Friday 3:00 PM plus note Ring apartment 7B on one sheet.
Not sent to carriersShipping notes aren't printed on shipping labels or sent to carriers automatically.Example: A gift note stays on the Shopify order for staff and does not appear on courier labels.

Can I tell customers what to write?

Yes. Prompt your customers before they type.

You canWhat happensFor example
Labels and placeholdersRename each note's label and placeholder, and the collector fields, in Text and languages, for each language.Example: English placeholder says Add gate code, while Spanish says Agrega codigo de acceso.
Footer textAdd guidance under the widget for each method, such as asking for a gate code. It accepts web page code, so you can add bold text or a link.Example: Footer line says Include apartment number and buzzer code to avoid delays.
Required messageWrite the error your customers see when a required note is empty.Example: Custom error says Please add delivery instructions so our driver can reach you.

Bird's note fields or Shopify's cart note?

CapabilityBird note fieldsShopify cart note
Per methodBird note fieldsSeparate delivery, pickup and shipping notesShopify cart noteOne box for every order
RequiredBird note fieldsCan be made requiredShopify cart noteNot a Bird setting
Turned on inBird note fieldsBird settingsShopify cart noteYour Shopify theme editor, renamed under Edit default theme content
Saved asBird note fieldsAdditional details on the orderShopify cart noteThe order note

How do I add a delivery instructions field?

In Bird Settings, open the advanced Delivery, Pickup or Shipping settings and turn on the note. Make it required if you need it. The guides cover each method and the collector fields.

FAQ

What else do merchants ask about delivery instructions?

How do I add a delivery instructions field on Shopify?

Turn on Enable delivery note in Bird's advanced Delivery settings. Your customers see a note field in the delivery section of the widget, and you can make it required.

Can pickup and delivery have different note fields?

Yes. Bird has separate delivery, pickup and shipping notes, each turned on and made required on its own.

Can I make customers enter instructions before checkout?

Yes. Turn on the Make note required option for that method, and your customers must write a note before they can check out.

Where do I find the customer's note on the order?

In the Shopify order's Additional details, and in Bird's Order Details block on the order page.

Can someone else collect a pickup order?

Yes. Turn on the collector name and email fields, and your customer can enter who's picking up. Staff see it in the order details.

How do I turn on Shopify's cart note?

It's a Shopify theme setting: turn on Cart note in the theme editor, then rename it under Edit default theme content.

Will the shipping note reach the carrier?

Not automatically. It's saved on the Shopify order but isn't printed on shipping labels or sent to carriers.

How much do delivery instructions cost?

Paid plans start at $19.99 a month, billed through Shopify, with a 14-day free trial and 10% off annual billing. The pricing page shows what each plan includes.

Terms on this page
Delivery note
Bird's instructions field for local delivery orders.
Collector name
The name of the person picking up, if not your customer.
Cart note
Shopify's single free-text box on the cart page, saved as the order note.
Widget footer
Text shown under the widget for each method.

Related features

Industry guides: florists, restaurants and grocery stores.

Comparing apps? Bird vs Zapiet, Pickeasy, Stellar and Flare, or the best Shopify pickup and delivery apps.

Fewer calls from the driver.

Try Bird free for 14 days. Turn on the delivery note, place a test order and find it on the Shopify order.