Overview
Creating a professional and branded order form with Aryeo helps build trust with your clients and streamlines the booking process. This guide will walk you through how to customize and stylize your Aryeo order form to align with your business.
Accessing the Designer
Go to the Order Forms section in the left navigation menu.
Click on Edit next to an existing order form.
Scroll down to the Designer section.
Click Launch Designer to begin customizing the look and feel of your form.
Order Form Editor
The order form editor offers several options to personalize your order form. The Settings section contains adjustments that can be made to the order form as a whole. The Steps section contains the settings that can be adjusted on each individual step of the order form.
General Settings
Use this tab to edit the title and description of your order form.
Font/Color Settings
Make your form visually consistent with your brand by adjusting the following:
If your company branding has been updated under Settings > Company Details, you can check the Use company brand settings box to apply your default company brand to your order form.
Apply your logo to the header card by selecting Show logo.
Select your Header card color and your Background Color. If using a Custom color, enter the hex code in the provided field or use the color selector tool.
Select your Heading font from the drop down menu.
Click SAVE.
SEO Settings
Customize how your order form appears when shared by text, on social media, or in search results.
Title: The headline shown in link previews and search results.
Description: A short summary that appears below the title.
Image URL: The image displayed in link previews.
Step 1: Address Details
Update the Title and the Description
View previously created Custom Fields or create new Custom Field Questions to request more information from your customers such as:
Property access details
Preferred method of contact
Notes for the photographer
Step 2: Services
Update the Title and the Description
Customize your Sign in Message
Enabling the Allow multiple quantities settings will give your customers the ability to add multiple quantities of a single service or product to their order.
Examples of products with multiple quantities enabled and disabled:
Step 3: Scheduling
Update the Title and the Description
View previously created Custom Fields or create new Custom Field Questions to request more information about the appointment from your customers such as:
Appointment flexibility
Rescheduling preferences
Option to request a rush appointment
Step 4: Contact
Only the Title and Description can be customized on Step 4.
Step 5: Confirmation
Update the Title and the Description
Enabling the Require Terms of Service setting will display a checkbox on Step 5 of your order form along with your company Terms of Service. With this setting enabled, customers will need to agree to your Terms of Service before they are able to submit their order.
Your Terms of Service can be created and modified by navigating to Settings > Legal.
FAQs
Q: Where can I edit the Terms of Service content?
A: You can edit your Terms of Service in the Legal section of your account's Settings.
Q: Can clients order multiple quantities of a service?
A: Yes. Just enable the “Allow Quantities” option under Step 2: Services.
If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!