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Placing Orders on Behalf of Customers

Learn how to place orders on behalf of your clients

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

Overview

You can easily place an order on behalf of a customer, whether they’ve called you, emailed a request, or you’re helping them schedule an appointment. This article walks you through the different ways to place an order manually and how to collect payment.


Option 1: Create a New Order from the Dashboard

  • You can create an order directly from your Aryeo dashboard using the Create Order button in the top left-hand corner of your Aryeo account.

  • You will then see the option to either Create Order from scratch or Create Order with appointment.

Create Order with Appointment

This option is ideal when you want to schedule the appointment and create the order at the same time.

  1. Click Create Order with Appointment.

  2. In the pop-up window, select the appointment date, time, and duration.

    • You can also change the timezone if your team works across different regions.

  3. Enter the property address and select it from the dropdown list.

  4. Add the necessary products by searching your product list or creating a custom item.

  5. Select the customer for the order.

  6. Assign a team member to the appointment.

  7. Add internal order notes for your team (clients cannot see these).

  8. Keep the "Send Notification" box checked to email the client their appointment details.

  9. Click Create Appointment.

  10. You’ll then be redirected to the order page, where you can manage payment, appointment details, and more.

Create Order from Scratch

This option is best when there's no appointment needed—perfect for non-scheduled services or delayed bookings.

  1. Click Create Order from Scratch.

  2. Update the Order Settings (e.g., fulfillment status, download permissions).

  3. Add products using the Add Product Items search tool or create custom items.

  4. Set a custom tax rate if needed.

  5. To attach a listing:

    • Enter the property address.

    • Choose the content sections to include.

  6. You can now:

    • Add an appointment (if needed).

    • Upload and share media.

    • Manage payment settings based on order lock preferences.


Option 2: Use Your Aryeo Order Form

You can also use your public-facing Aryeo order form just as a client would, and submit the order on their behalf.

  1. Find your order form and click View.

  2. Go through the form steps:

    1. Enter the property address.

    2. Select the products.

    3. Choose the appointment date and time.

    4. Under Contact Info:

      1. Log in using your email address

      2. Click Login as Admin.

      3. You'll then see an option to select a customer.

      4. Search for the customer you want to order on behalf of and click on them. They will now be assigned to this order.

  3. Click Submit to confirm the order.

  4. After submitting, go to the Orders page to view the new order and appointment.


Collecting Payment

After placing the order, you can collect payment from your client. We recommend first reading our Payment Methods article here.

  1. Go to the Order page.

  2. Find the Payment Summary section.

  3. Click Collect Payment.

  4. Choose from two options for Payment Method:

    1. Debit/Credit

      1. If you have Stripe or Square integrated with Aryeo, you can select a saved card on file for your client or enter the information for a new card.

    2. Manual Payment

      1. Under Collection Source, click the drop down to record the source the payment was received by:

        1. Cash

        2. Check

        3. Venmo

        4. PayPal

        5. QuickBooks

        6. Other

  5. Enter the payment amount and date received.

  6. Click Collect Payment.


FAQ

Q: Can I use the order form to book for a new client who isn’t already in my system?

A: Yes! Simply enter their contact info manually during the order form process and Aryeo will create a new client profile when the order is submitted.

Q: Will my client receive confirmation emails when I place the order?

A: You can choose to uncheck the “Send Notification” box during order creation if you do not want your client to receive a confirmation email.

Q: Can I collect payment later?

A: Yes! If you are locking downloads before payment, clients will need to pay before they can access the delivered media. If you aren’t locking downloads, clients can access the delivered content right away and pay later.


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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