Overview:
This article covers the order landing page- how to access and display it to your customers a URL or embed code.
For example, if your business has an Airbnb / Vacation Rental order form, a Commercial order form, and a Residential Real Estate order form, all 3 public order forms will be displayed on your order landing page. Your clients can also view all 3 public order forms when they select Place Order inside their customer portal.
Access your Order Landing Page
Navigate to the Order Forms page.
Click on the Embed Settings tab at the top of the page.
You will then be able to view your order landing page, copy the url, and copy the embed code to add this page to your business's website.
Embed or Link your Order Landing Page
Embed: Click on the embed code to copy it. You can then embed your order landing page on your business’s website.
Link: Click Copy to copy the publicly accessible link. You can then link to your order landing page on your business's website.
Visibility Settings
Order forms with public visibility will be accessible to all of your customers via your order landing page. If you'd like to make an order form accessible to only specific customers, set the order form as Private and share the URL with your customers directly.
To change the visibility of an order form:
Click Edit on the order form you wish to update.
Scroll down to the Visibility Settings section.
Choose if you'd like this order form to be visible to everyone or only those you have provided the URL to.
Click Update Visibility Settings to save.
Order Forms in Client Portal
If you have multiple public Order Forms, when your customers click the Place Order button inside your customer portal, they will see a landing page where they can view all of your public order forms and select which one they would like to order from.