The Storefront is the home of your business with Aryeo and makes it easy for your customers to place orders with your business online. This lesson will give you a general overview of how to navigate the Storefront and create Order Form(s). Need to create multiple order forms for different types of clients? No problem! You can create as many order forms as your business needs.
Overview of the Aryeo Storefront
Products
Products are the services your business offers to clients. Here is where you can create Main Products and Add-ons which will be displayed on your order form(s).
Products - can be categorized allowing them to be displayed on different order forms.
Tax Rates - allows you to update your group's tax settings (state, county, and/or custom) applied for all new orders.
Travel Fees - this allows you to create and manage any number of fees
Coupons & Promo Codes - are customer-facing codes created on top of Coupons that can be shared directly with your customers, and applied on order forms
Availability Settings
Availability Settings in this section will allow you to enable territory support, choose your business hours, sync your calendars, set your home bases, create territories, set booking limits, appointment settings, assignment priority and create your default scheduling settings.
To know more about your availability settings, click here
Order Forms
Open the Order Forms section at the top of the Storefront page. Here, you can create a new Order Form, edit an existing form, or view the existing order form. You can also view the Embed Settings of your order forms as well
For more information regarding your Order Form Settings, check this article!
Customer Portal
In this section, it provides you the Customer Portal link which you can send to your customer for them to use when logging into their accounts. This also includes customization of the Appearance & Branding, Sign In screen, Customer Settings, White Labeled Company Domain, and Email Signature.
Website Settings
This also allows the Preview of the Customer Portal and Sign-in Screen. This section gives you the capability to have a glimpse of what agents would see when trying to sign in to their accounts.
In the customer Portal, you can also view there the Mobile App settings
This section also allows your submitted app information, used to style and brand your app to your business.
This guide should get you on your way to navigating the storefront for your business! We recommend spending some time playing around with the different features and settings covered in this guide to ensure that your settings are 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!