Overview:
This article will cover all of the available settings that you can use to customize each order form in your account. You can create multiple order forms and each order form can have different settings.
Edit Order Form Settings
Navigate to the Order Forms page from the left-hand side navigation menu.
Click Edit on an Order Form.
General Settings
In the General Settings section, you are able to add visuals to your order form using a thumbnail and logo. This section also allows you to add a title for your order form which will differentiate it from other order forms you create. Once done making changes, click Update General Settings to save.
Note: The original aspect ratio is 1:1, but it may become more rectangular when displayed. We recommend 1600 x 1600px for thumbnail images.
Preview Order Form
You can preview how your order form will look. You can also copy the public link to your order form to link or embed the order form on your businesses website.
Learn more about embedding an order form on your website.
Designer
This section allows you to customize the styling and appearance of your order form using our Designer tool.
Learn more about how to use the Designer to customize your order form.
Visibility Settings
Specify if you'd like this order form to be visible to everyone or only those you have provided the URL to.
Once done making changes, click Update Visibility Settings.
Categories
You can limit the products available on this order form by selecting specific categories. If no categories are selected, all of your products will be available on the order form.
Once done making changes, click Update Categories.
Product Filters
You can specify which product filters are applied to this order form. If no product filters are selected, all products will be visible on the order form.
Learn more about creating custom product filters.
Payment Settings
On your order form you can choose from three available payment settings to handle how payments are required at the time clients place an order. Under payment settings it will show how payments are collected when a client places an order:
You can choose one of the following options for your order form::
Require Full Payment Upfront - this requires the agent to make the full order total payment upon submitting the order.
Require Partial Payment Upfront - this requires the agent to make payment on a set percentage of the order total. The remaining balance can be collected upon delivery or anytime depending on the Account level Payment Settings preferences.
Allow Placing Orders Without Payment - this will allow the client to place an order without having to make a payment at this time. Payment would be collected upon delivery depending on the Account level Payment Settings preferences.
Once done making changes, click Update Payment Settings to save.
Availability Settings
Order forms start by collecting an address from customers. After you have configured your product and scheduling settings in your Aryeo account, this address can be used to filter which products are offered and which appointment times are available using the settings below.
Territory Awareness
When territory awareness is enabled, Aryeo will check if the address provided is within your group's eligible territories. Only products that are provided by team members assigned to the territory where the address is located will be offered. Only team members assigned to that territory and products can be assigned to the appointment.
Learn more about how to create and manage territories in this article.
Yes, Enable Territory Awareness - This option automatically filters products and users that can be assigned to an appointment using your groups territories.
No, Disable Territory Awareness - This option will be disabled on the order form and will not filter eligible products and users for a new order using territories.
Display Available Times to Customers
Choose how to present available appointment times to customers. Dates and times are shown based on your company’s availability settings (You can configure these settings under the Availability page).
There are two available options to display that you may choose from:
Date and Time Picker (Recommended)
Customers can choose from available time slots throughout the day during your business hours.
Date and Time of Day Picker (Morning / Afternoon / Twilight)
Customers can only choose from 3 available options on the order form when scheduling: Morning, Afternoon, or Twilight.
Time Slot Interval
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 example, a time slot interval of 1 hour on a day with business hours starting at 9:00 AM, would show the first 3 available times of:
09:00 AM
10:00 AM
11:00 AM
This section also allows you to preview what your customers would see as the time slots in the Scheduling section of your order form.
Customer Choice
You can allow customers to choose a specific team member to schedule their appointment with. If a customer chooses a specific photographer, this will override the automatic user assignment strategy chosen for the order form.
Note: Is your team heavily relationship based? Enabling Customer Choice would be a good option as it would allow your clients to choose the team member they wish to work.
Checked Box- Customers can choose which team member they would like to book for the appointment.
Unchecked Box- Appointments are automatically assigned to a team member based on your assignment strategy. Customers cannot choose a specific team member.
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:
Aryeo Recommended - Appointments are automatically assigned based on a combination of distance, round robin, and important business factors.
Closest Team Member - The closest available team member will receive the order.
Round Robin - Orders will be evenly distributed across your team.
Priority List - Appointments are automatically assigned based on an ordered list of users. The user with the highest priority that's available will receive the order.
Appointment Confirmation
You can update your appointment confirmation preferences for the order form. There are two options you can choose from:
Immediate - This option will automatically confirm appointments on your calendar when your customer selects a time and places an order from the online order form.
Requires Your Confirmation - This option requires that the account owner or an admin must manually confirm appointments after a customer places an order. Think of this as customers submit an "appointment request" that must be confirmed before it is officially added to the calendar.
Click Update Scheduling Settings to save any changes.
Product Ordering Settings
Configure how your customers can order products from this order form.
Limit # of Main Products Allowed: Keep this blank if you don't find it necessary. If you wish to restrict the number of main products your customers can choose, enter a specific number into the box, as shown below.
Require Login to See Products: This will require customers to log in at the 'Services' step of your order form before seeing products and prices. If they haven't created an account with your company yet, they will not be able to view products and prices.
Always Show Contact Step: This makes it so customers will always be shown the contact step, even if they are already logged in. This is useful for customers who want to verify which Customer Team they are placing an order for.
Once done making changes, click Update Product Settings to save.
Delete Order Form
If you wish to delete this specific order form, click on the red button Yes, Delete Order Form.
If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!