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Customizing Your Order Form

Use the Designer tool to customize and stylize your order forms

Daniel Mudge avatar
Written by Daniel Mudge
Updated over 2 weeks ago

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

  1. Go to the Order Forms section in the left navigation menu.

  2. Click on Edit on an existing order form or click New Order Form to create a new form.

  3. Scroll down to the Designer section.

  4. Click Launch Designer to begin customizing the look and feel of your form.


Customization Options

The Designer tool offers several options to personalize your order form. These are accessible via tabs in the left-hand sidebar.

General Settings

Use this tab to edit the general content and layout of the form:

  • Change the form title

  • Show or hide your logo

  • Add or edit the form description

Appearance

Make your form visually consistent with your brand:

  • Set your Primary Color (button and accent color)

  • Adjust the background color

  • Select your preferred font style

SEO Settings

Improve visibility and search optimization by editing:

  • Page title

  • Page description

  • Image URL (used for link previews)

Adding Custom Fields

Need to gather additional information from clients?

  1. Go to Step 1 or Step 3 of the form builder.

  2. In the sidebar, click View Custom Fields.

  3. Click Add a Field.

  4. Choose the type of field (e.g., text, dropdown, checkbox). Test different field types to find what works best for your needs.

  5. You can enter a title, add selectable options, and placeholder text.

  6. Click Save to keep your changes.

Terms of Service

To require clients to agree to your Terms of Service:

  1. Navigate to Step 5: Confirmation.

  2. Toggle on Require Terms of Service.

  3. You can edit your terms in the Legal section of the Settings page.

Allowing Multiple Quantities

Let clients order multiple quantities of services or add-ons:

  1. Go to Step 2: Services.

  2. Check the box for Allow Quantities.

Click Save, then Save & Exit. This gives clients flexibility to choose how many of each item they need.


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!

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