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.
Click Create Order with Appointment.
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.
Enter the property address and select it from the dropdown list.
Add the necessary products by searching your product list or creating a custom item.
Select the customer for the order.
Assign a team member to the appointment.
Add internal order notes for your team (clients cannot see these).
Keep the "Send Notification" box checked to email the client their appointment details.
Click Create Appointment.
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.
Click Create Order from Scratch.
Update the Order Settings (e.g., fulfillment status, download permissions).
Add products using the Add Product Items search tool or create custom items.
Set a custom tax rate if needed.
To attach a listing:
Enter the property address.
Choose the content sections to include.
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.
Go to the Order Forms page
Find your order form and click View.
Go through the form steps:
Enter the property address.
Select the products.
Choose the appointment date and time.
Under Contact Info:
Log in using your email address
Click Login as Admin.
You'll then see an option to select a customer.
Search for the customer you want to order on behalf of and click on them. They will now be assigned to this order.
Click Submit to confirm the order.
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.
Go to the Order page.
Find the Payment Summary section.
Click Collect Payment.
Choose from two options for Payment Method:
Debit/Credit
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.
Manual Payment
Under Collection Source, click the drop down to record the source the payment was received by:
Cash
Check
Venmo
PayPal
QuickBooks
Other
Enter the payment amount and date received.
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!