Listing & Order Creation

This article walks you through how to create a listing, attach an order, and schedule appointments within Aryeo. You’ll also learn how to customize orders with products, notes, tags, discounts, and more.

To get started, click the “Create” button in the left side menu. This button will open the listing creation module. You can create listings and associated orders and appointments from within this module.

Add the listing address and customer in the appropriate text boxes. If a customer is part of multiple customer teams, you can select which customer team this listing should be associated with.

To create a standalone listing without an order or appointment, select the “Without Order” option from the toggle at the upper left. Now you can click the “Create Listing” button to save the listing.

To create an order with your listing, select the “With Order” option. In the left side column, you’ll see areas to add Custom Fields, Internal Notes and Tags.

Custom fields are configured within your order forms. To include the custom fields from a specific order form, click the “Custom Fields” option, and select the desired order form from the dropdown menu. This will add the associated custom fields to this order, which can then be filled out.

Expand the “Internal Notes” section to add an internal note to the order. Please be aware, internal notes are visible to any internal team member with access to view the order and the listing.

Click the “Tags” button to add tags to this order. Tags can be used to organize orders or to create custom statuses to fit your workflow.

You can add products, custom items, discounts and taxes to the order using the Order Items section.

Use the search bar to find products from your product catalog and add them to the order.

When searching for products, you can see the product name and cost or number of variants, and product tags. Select a product to add it to the order.

You can adjust the quantity or product variant by clicking the three dot button to the right of the product name and selecting ‘Edit item’.

If a product has multiple variants, the first variant will be selected by default, but this can be updated using the dropdown menu while editing the order item.

Custom items can be added to the order by clicking ‘Add Custom Item’ under the product search bar. Add a title, quantity and price to save the custom item to the order.

To add a discount to the order, click ‘Add’ to the right of the ‘Discount’ line item. You can add an existing coupon to the order, or create a one off coupon. Learn more about coupons here.

In addition to any existing tax rates already configured in your account, you can add one off tax rates to any order. Click ‘Add’ to the right of the ‘Tax’ line item and enter a name and rate to add a one off tax to the order.

To create an appointment for the order, click ‘Add appointment’. If more than one appointment is needed for the items in the order, you’ll have the option to create the required appointments and automatically assign the order items, or to manually create each appointment.

Once an appointment has been created, you can adjust the appointment duration and order items by clicking the pencil icon in each section at the bottom of the appointment section.

From there, the appointment can be created as unscheduled or can be scheduled using the availability picker or manual scheduling.

To create an appointment as unscheduled, click ‘Create as Unscheduled’ at the upper right of the appointment. This will create a placeholder appointment which can later be scheduled for a specific time and with a specific provider.

You can use the availability picker to see real time availability for your team. Filter by provider and see available times based on their existing schedule appointments and synced calendars.

Appointments can also be scheduled at any time and for any provider using the manual choice scheduling option. Using this option, you can select the appointment date and time, duration, and provider. If the selected time conflicts with other appointments or falls outside a provider’s scheduling rules, you’ll see a warning message, however manual choice scheduling allows you to override those warnings.

Q: Can I create a listing without creating an order?
A: Yes, select the Without Order option when creating your listing.

Q: Who can see internal notes on an order?
A: Any team member with access to the order and listing can view internal notes.

Q: Can I override scheduling conflicts when creating an appointment?
A: Yes, using manual scheduling allows you to override conflicts, though a warning will appear.