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 all new Aryeo Storefront
Start by heading to the Storefront tab which has been recently designed for ease of use and navigation. Inside the all new Storefront the features and settings have been grouped under three convenient sections. See the section details outlined below.
This section represents the different ways you can offer your products, collect orders, and schedule appointments through Aryeo. Order Form settings and the Website Embed code can both be found in the Sales Channels.
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. The Taxes option allows you to update your groups tax settings (state, county, and/or custom) applied for all new orders. Additionally, the Fees section will allow you to create different fees that will be added when servicing orders.
This section is where you can configure your teams calendars, set scheduling availability, and create geo-based territories for the area your business services. The section is where you update the group calendar and set individual team members calendar settings and availability to sync new appointments. The territories section allows you to draw a map of the area each group and/or user services and assign them to that territory. The Availability section allows you to set business hours of operation for the group. Each team member can set their "home base" powering their territory assignment, update their scheduling settings, and set personal hours if desired.
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.
Click "Create New Order Form" or "Edit Order Form" to open the Order Form Details page. The order form can be placed on your website in multiple ways to receive new orders from clients. Here, you can open the Live Editor (which we will get to in a moment) or View the form as it is now.
The Availability Settings in this section will allow you to enable territory support, choose how to present available appointment times to customers, set appointment slot durations, and select whether you'd like to confirm your customers appointments, or allow them to book in real time.
Please note: if you do not have your schedule set up, or if someone orders an unfulfillable combination of products, they will be shown a form requiring your manual confirmation of the appointment.
When territory awareness in enabled, Aryeo will check if the address provided for an order is within your group's eligible territories. Only products provided by users part of an overlapping territory will be offered, and only those users can be assigned to an appointment.
Update your group's territories here.
Create a New Order Form
To Create a new Order Form, open the Order Forms section and select Create New Order Form. Next, click the purple Live Editor button to open up the order form editor.
Once you enter the Editor, you will see a sample view of your Order Form that we have auto-generated from your Account Settings. The form is embedded nicely on a page and is fully customizable. Above your Order Form, there are sizing options for viewing. Toggle between these to see the appearance of your order form on different devices, such as mobile or desktop. Press the View Form option to see your form in a new tab at any time.
On the right is a live preview of the order form and on the left are the sections that are able to be customized on the Order form. We automatically pull in your company logo and defaults. Our hope is that the order from is 80% of the way there and with a few minor changes you will be able to customize this to the look and feel of your business.
Order Form Appearance
A professional order form will impress your customers and give credibility to your business. Click on the Appearance button to open that section. Within this you'll see a few options. The primary color is the purple color that you will see on the buttons. Updating the primary color will change the colors of the buttons. The background color by default is grey, but you can update the background color to your preference. Last, you can swap the default fonts. Click save to apply your custom design!
Order Form General Settings
The General Settings tab is at the top of your sidebar. Here, you can edit the text and format of the top of your form. Change the title, remove or add your logo, adjust your time zone, and add or change the description to fit the feel of your business. Press Save to update your changes at any point.
Want to add a custom question on your Order Form? This lesson will show you how to use the View Custom Fields tool in the Order Form Editor to seamlessly integrate your question. Custom questions can be added on Step 1 or Step 3. To get started, let's go into Step 1: Address Details and at the bottom you'll see an option to view custom fields. Click that and add a new field. There are number of options you can choose to create your custom fields.
For example, you may want to add a field for the agent to place a lockbox code. Start by adding a new custom field. Then select your settings and add the information!
Field Type - Text, dropdown, radio buttons, text area
Field Title - give the field a title
Field Description - optional help text
Field Placeholder - placeholder
Field width - select the size you would like to display the field as
Terms of Service
To add terms of service to your form, head to Step 5: Confirmation and press Require Terms of Service. You can edit your terms of service in the Legal section of the Settings page.
Displaying Product Categories
If you only want to offer a certain category of products on your form, head to Step 2: Services and select Category to Display. Choose a specific category or leave them all available!
Publishing the Order Form
Once the order form has been customized it can be put out into the world. Here’s a few ways to make the order form available to your customers.
Add a page to your website that links to the order form (ex. Book Now)
Add a Button to your website linking to the order form
Embed the form to your site with an iframe (learn more)
Add it to your Facebook Business Page (watch this video to learn how)
This guide should get you on your way to creating the perfect order form for your business! We recommend spending some time playing around with different features and settings covered in this guide to ensure that your form is 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!