A professional order form will impress your customers and give credibility to your business. Now that you are familiar with the general format of the Order Form System, we will walk through all the customizations you can add to make your Order Form appear exactly as you want it.
Start by heading to the Order Form Editor by visiting the Storefront tab and select Make Order Form.
We'll start by entering the General Settings tab at the top of your sidebar. Here, you can edit the text and format of the top of your form. Change the title, remove or add your logo, adjust your time zone, and add or change the description to fit the feel of your business. Press Save to update your changes at any point.
Next, we'll enter the Appearance tab. Use the Primary Color option to edit the color of your buttons. Here, you can also change the color in the background of your form as well as change the font used. Simply adjusting these factors will make this form much more cohesive with all your other branded content!
In the SEO Settings tab, you can access and edit the title, description, and image URL for your form at any time.
Filtering Your Order Form
In Step 1, there are two options on the sidebar for Filter products by sq. ft. and Filter products by price. If you offer a tiered product based off of one of these categories, enabling these options will automatically show customers prices in the correct pricing tier when they add services. A new input box will populate on your Address page when you press Save.
Adding Custom Fields
Want to add a specific question to your form? Use the Add Custom Fields feature. This option is available at Steps 1 and 3 in your Order Form and can be found in the sidebar.
To create a new field, press Add a Field. Choose what type of field you would like it to appear as. For this, we recommend trying out a few options so you can see which will work best to display your specific field.
In this example, this user created a drop-down menu to ask if the homeowners will be present or not. Ensure that customers respond to your custom field by pressing the Required button. Press Save and your changes will be updated.
Terms of Service
To add terms of service to your form, head to Step 5: Confirmation and press Require Terms of Service. You can edit your terms of service in the Legal section of the Settings page.
Displaying Product Categories
If you only want to offer a certain category of products on your form, head to Step 2: Services and select Category to Display. Choose a specific category or leave them all available!
This guide should get you on your way to creating the perfect order form for your business! We recommend spending some time playing around with different features and settings covered in this guide to ensure that your form is exactly how you prefer. If you run into trouble at any time, reach out to our team by using the chat bubble in the bottom right corner of your screen and we will be happy to help you out!