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.
Order Forms
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!
Order Form Details
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.
General Settings
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.
Once done making changes, click on Update General Settings button.
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.
Preview Order Form
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
Designer
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 designer section.
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 on Update Visibility Settings button.
Categories
Limit the products available on this order form by selecting categories. If no categories are selected, ALL products will be available. For the example below, it's the Residential Order Form that's being edited so we're selecting only the Residential category.
Once done making changes, click on Update Categories button.
Product Filters
Related article: https://support.aryeo.com/en/articles/9293616-custom-product-filters
Remember the custom product filters you added when you were creating your products? Let's make sure they're aligned with your Order Form!
Payment Settings
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:
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 on Update Payment Settings button.
Availability Settings
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.
Territory Awareness
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!
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.
Displaying available times for customers
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:
Date and Time Picker (Recommended) - Using the slot duration setting below to space out available times, the customer can choose from available time slots throughout the day during business hours.
Date and Time of Day Picker (Morning / Afternoon / Twilight) - Customers can choose from 3 available options on the order form when scheduling; Morning, Afternoon, and 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 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:
09:00 AM
10:00 AM
11:00 AM
...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!
Automatically assign an available user to an appointment
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 - Appointments are automatically assigned to a team member based on your assignment strategy (chosen below in the next step)
Customer Choice - Customers can choose which team member they would like for each new appointment of an order.
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
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:
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 manually confirming appointments after your customer places an order. Think of this as an "appointment request".
Once done making changes, click on Update Scheduling Settings button.
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 or prices. If they haven't created an Aryeo account yet, they will be forced to do so, in order to view your products and services.
Always Show Contact Step: This makes more sense when you have created a Customer Group already. Check out this article for Customer Group!
Once done making changes, click on Update Product Settings button.
Delete this Order Form?
Essentially, if you wish to delete this specific order form, simply click on the Yes, Delete Order Form red button.
Please feel free to reach out if you have questions!