Configuring Order Forms

Order forms are the public-facing forms where clients browse your services and packages, then place an order. You can create multiple order forms with different URLs, each showing a different selection of services. This guide covers how to create and configure them.

Written By David Dayan

Order forms are the public-facing forms where clients browse your services and packages, then place an order. You can create multiple order forms with different URLs, each showing a different selection of services. This guide covers how to create and configure them.

Getting Started

  1. In the sidebar, expand Ordering and click Order Forms.
  2. Click Add Order Form in the top-right corner.

Page Details

Title

The title appears at the top of the order form and is also used as the page title for search engines (SEO).

URL Slug

The slug is the unique path for this order form. It determines the URL where clients will access the page.

  • The full URL follows the format: https://yourdomain.com/order/your-slug
  • Use lowercase letters, numbers, and hyphens only.
  • Use the copy button next to the URL field to copy the full link to your clipboard.

Description

A short paragraph shown below the title on the order form. This is also used as the meta description for SEO, so make it informative and relevant.

Upload images for the order form. Clients see these as a visual introduction to your offerings.

  • Click the upload area to add images (JPEG, PNG, or WebP).
  • Click the X on any image to remove it.

Adding Packages

Packages are displayed as featured options at the top of the order form. Clients can pick a package to pre-select a bundle of services.

  1. In the Packages section, click Add package to open the picker.
  2. Search for and select packages you want to feature.
  3. Drag packages to reorder them. The display order on the order page matches the order you set here.
  4. Click the X on any package to remove it.

Adding Services with Categories

Services appear below packages on the order form, organized into categories. Categories help clients find what they need quickly.

Creating Categories

  1. In the Services section, click the Add Category button.
  2. Type a category name (e.g., "Photography", "Video", "Extras") and press Enter or click Add.
  3. Repeat to create as many categories as you need.

Adding Services to Categories

  1. Inside each category, click Add service to open the picker.
  2. Search for and select the services you want to include.
  3. Drag services within a category to reorder them.
  4. Click the X on any service to remove it from that category.

Managing Categories

  • Drag categories by their grip handle to reorder them. The display order on the order form matches what you set here.
  • Rename a category by clicking the pencil icon, editing the name, and pressing Enter.
  • Delete a category by clicking the trash icon. This removes the category and unassigns its services from the order form (the services themselves are not deleted).

Each service can only appear in one category on a given order form.

Step Order

The Step Order section lets you control the order in which steps appear to customers as they go through checkout. The available steps are Services, Questions, Property, Contact, Schedule, and Review.

  • Drag a step by its grip handle to move it up or down. The new order takes effect for everyone using this order form.
  • Review always stays last (it's the order summary), so it can't be moved.
  • Questions and Schedule must come after Services. If you try to drag either one above Services, it will snap back.

Settings

Show on order portal

Toggle Show on order portal off if you want the form to be unlisted. When off, the form won't appear in your order portal listing and is only reachable by its direct link.

Active/Inactive

You can toggle order forms on or off using the enable/disable toggle in the Order Forms table. Inactive forms won't be accessible to clients.

Saving and Managing Order Forms

  • Click Create to publish a new order form, or Update to save changes.
  • Back on the Order Forms page:
    • Click the edit icon on a row to edit the order form.
    • Use Copy Link in the row menu to copy the order form URL.
    • Use Copy Embed Code in the row menu to copy an iframe snippet that embeds the order form on an external site.
    • Use the enable/disable toggle to activate or deactivate a form.
    • Use Delete in the row menu to permanently remove an order form.

Embedding an order form

The embed snippet copies as:

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

Drop it into any website (agent landing page, brokerage site, marketing page) and clients can order without leaving that site. The embed runs on the same portal domain as your regular order forms.

How Order Form URLs Work

Order forms are served at https://yourdomain.com/order/{slug}. If you've configured a custom portal domain, the URL uses that domain. Otherwise, it uses your organization subdomain at yourslug.photeria.io.

Tips

  • Create separate order forms for different client types. For example, one for residential agents and another for commercial clients, each featuring different services and packages.
  • Keep categories focused. Three to five well-organized categories are easier to browse than a single long list.
  • Use descriptive slugs that match your marketing (e.g., residential-photography or luxury-listings).
  • Use the Step Order section to put the steps that matter most to your clients first.