The Aryeo Order Form makes it super easy for clients to book services with your business. Multiple order forms, like a Residential and a Commercial, for example, can be created within your account if needed.

Select the Order Forms option from the left navigation menu in the Storefront section.

Here, you can create a new Order Form, edit an existing form, or view any existing order forms on your account.

Existing Order Forms will specify the form's territory awareness, availability style, appointment assignment setting, appointment confirmation setting.

The order form links can be embedded to your website or shared privately with your clients to place new orders anytime!

In this section, it would show the settings that can be customized and set to your business's preferences.

Every business operates in its own unique way and with that we've made it easy to customize the order form settings to your liking.

In the General Settings section, you are able to give visuals to your order form using a thumbnail and logo, if you’d like. This section also allows you to add in a title for your order form which would differentiate it from all the others that you might be creating as well! I would also like to note that the title of the order forms will only be visible to you and your team, not to clients.

Note: The original aspect ratio is 1:1, but when we adjust it with design elements, it becomes more rectangular. Most companies use thumbnail images sized around 1600 x 1600px, and finding this format looks best on the order landing page.

However, if you’d prefer using an External Order Form (like Acuity i.e) to collect new orders, you can easily set that up by selecting the External Order Form checkbox!

Click on this link to learn more about embedding your External Order Forms.

This is a great way for you to preview how your order form would look. This is also beneficial when making changes to it. That way, you’ll get to see what it looks like without leaving the settings page.

In this section you’ll also be able to get the link and it even has a section which would redirect you to how you can seamlessly embed your order form to your website! Want to know more about embedding the order form on your website? Click here

This section allows you to customize the styling and appearance of your order form using our designer tool. A professional order form will definitely impress your customers and give credibility to your business.

Here you can learn more about customizing the order form in the designersection.

At Aryeo, we have three available payment settings which allows you to choose should you be requiring payments upon ordering. This is located directly on the Aryeo Order Form under Payment settings.

Under payment settings it will show how payments are collected when a client places an order:

If you are looking to require payments upfront when submitting new orders here’s a breakdown of what each option is for:

Note: Please be sure to click on the Update Payment Settings button before moving to the next section. Failure to to do so will result in not saving the changes made

Order forms start by collecting an addresses from your customers. Once you have configured your product and scheduling settings in Aryeo Storefront, the address can be used to filter offered products and available appointment times including territory awareness should you be utilizing that feature. You may configure these settings here.

When territory awareness is enabled, Aryeo will then check if the address provided is within your group's eligible territories. Only products provided by team members that is a part of an overlapping territory will be offered, and only selected team members can be assigned to an appointment.

If you’d like to know how you can create your territories, check this article out!

Choose how to present available appointment times to customers.Dates and times are filtered down based on your group's availability settings (you may configure these settings under the availability page in the sidebar or click here.)

There are two available options to display that you may choose from:

How far apart do you want available times spaced out within a day? Time slot interval allows you to adjust how frequently available times are offered for customers to select.

For a time slot interval of 1 hour and a given day with business hours starting at 9:00 AM, the first 3 available times would be:

...and so on until the end of the business day.

This section would also allow you to preview what the customers would see the time slots in the Scheduling section of the actual order form. Furthermore, this gives you control on how many time-slots you’d like to have within the day!

How do you prefer your team members to be assigned to new appointments? Is your team heavily relationship based? Customer Choice would be a good option here as it would allow the client to choose the team member they wish to work with on their new listing.

The two team member appointment assignment options are:

Automatic User Assignment Strategy

This allows you to select an option how you would like appointments to be assigned to your team members.

We currently have four options to choose from:

Do you want to sit back and relax while the system does the work or do you prefer more control over appointments that go through? Set your appointment confirmation preferences here. This section can be updated at any time 😉

There are two appointment confirmation types available to choose from:

To top it all off, always be sure to click the Update Scheduling Settings button before navigating away from this section or page to ensure that changes have been made!