Configuring Order Forms

An order form is the public page where clients browse your services and packages and place an order. You can run several order forms at once, each at its own URL with its own selection, so you can tailor what different client types see. Find them under Ordering → Order Forms.

Building a form

Click Add Order Form and set:

• Title - shown at the top of the page and used as the SEO page title.
• URL slug - the unique path clients use to reach the form, as in https://yourdomain.com/order/your-slug. Lowercase letters, numbers, and hyphens only. Match it to your marketing, like residential-photography or luxury-listings.
• Description - a short intro under the title, also used as the SEO meta description.
• Gallery - images that introduce your offerings.

Packages and services

Packages appear as featured options at the top. Add the ones you want to feature and drag to set their order. Selecting a package pre-selects its bundled services for the client.

Services sit below, grouped into categories you create (like "Photography", "Video", "Extras"). Categories help clients find things fast, so keep them focused. Three to five is easier to browse than one long list. Add services to each category, drag to reorder, and rename or delete categories as needed. Deleting a category unassigns its services from this form but doesn't delete the services themselves. A service can only sit in one category per form.

Step order

Control the order clients move through checkout: Services, Questions, Property, Contact, Schedule, and Review. Put the steps that matter most to your clients first. Review always stays last, and Questions and Schedule must come after Services.

Visibility

• Show on order portal off makes the form unlisted: reachable only by its direct link, not shown in your portal listing.
• The active/inactive toggle in the Order Forms table turns a form on or off. Inactive forms aren't accessible to clients.

Sharing and embedding

From a form's row you can copy its link or grab an embed snippet:

<iframe src="https://yourdomain.com/embed/order/your-slug" style="width:100%;height:800px;border:none;" title="Book a Shoot"></iframe>

Drop the snippet into any site (an agent landing page, a brokerage site, a marketing page) and clients can order without leaving it.

Forms are served at https://yourdomain.com/order/{slug}. With a custom portal domain configured, the URL uses that domain; otherwise it uses your organization subdomain at yourslug.photeria.io.

Tip

Create separate forms for different client types, for example one for residential agents and another for commercial clients, each with its own services and packages.