Previously, to support multiple order forms for different use cases, you'd need to manually share each link separately with your customers or embed each order form separately on your business' website. And within Aryeo, you could only set a single default order form to display within customer portals.
The order landing page solves these problems by displaying one or multiple order forms for your customers. Just set an order form to be publicly visible, and the order landing page will begin displaying it.
For example, If your business has an Airbnb / Vacation Rental order form and a general Real Estate order form, each can now be set to Public and will be presented to clients in the portal when they go to place a new order with your business.
Viewing the Order Landing Page
You can view the Order Landing Page by going to Order Forms section > Embed Settings tab > click on the View Order Page button.
Preview Order Landing Page
Click the View Order Page button to preview the new order landing page. Here's an example of the landing page featuring multiple public order forms from our demo account.
Multiple Order Forms
As you already know, multiple order forms can be created within your account and can be used in a number of different ways. Order forms are now presented in this basic table that surfaces the most relevant settings in a simple view. You can see the type of order form (Aryeo Form or External Form), and whether it’s public or private. This is a new setting you’ll find on order forms.
Public order forms will be accessible to all customers via your order page. If you'd like to make this order form accessible to only a specific customer, mark it as Private and share the URL with your customer directly.
From our example above, we can see that both the Airbnb and the MLS order forms are set to Public and the Commercial order form is set to Private.
Visibility Settings
To change the visibility of your order form, select “Edit” on the order form you wish to update and scroll down to the Visibility Settings section. This is where you can specify if you'd like this order form to be visible to everyone or only those you have provided the URL to.
Categories
Categories have been brought to the forefront of the Order Settings (instead of inside of order form designer). Categories allow you to limit the products available on this order form by selecting a category. If no categories are selected, ALL products will be available.
Client Portal Order Form Landing Page
If you have multiple Public Order Forms, placing new orders with your business just got easier than ever! In the portal, customers will have a single landing page where they can see the different order forms that you have marked as public, select one, and then will be taken directly into that booking flow.