Order Form
Use Order Form to create and manage multiple booking forms.
Each form gets its own name, URL slug, and customer-facing booking page.
Open Order Form from the left sidebar or use this link.
What you can do on this page
You’ll see:
A list of your order forms
The selected form's booking link and preview
Tabs that control the selected form's booking flow
From here you can:
Create more than one order form
Give each form a unique name and URL slug
Copy the selected form's link
Open the live booking page in a new tab
Preview what customers see
Control which products and customers can use each form
Embed a form on your website
Tabs on the Order Form page
The Order Form page includes multiple tabs.
Order Forms
Use this tab to:
create, rename, or manage forms
set each form's name
set each form's URL slug
copy the booking link for the selected form
open the live booking page
preview what customers see
Each order form can target a different workflow. For example, you might use one for agents, one for builders, or one for a specific brand or market.
Create a new order form
Settings
Use Settings to control how booking works for the selected form.
This includes product pricing by property size, scheduling, guest bookings, payment at booking, tips, and order approval.
See Order Settings.
Preferences
Use Preferences to manage the selected form's booking experience.
This is also where you control form-specific branding and limits, including which products and customers can use that form.
Intake Questions
Use Intake Questions to collect extra details from customers during booking on the selected form.
See Intake Questions.
Legal
Use Legal to manage the terms customers must accept before they confirm a booking on the selected form.
See Terms and Conditions.
Embed
Use Embed to place the selected form directly on your website.
This is useful when you want customers to book without leaving your site.
Open Order Form settings
Select the form you want to edit, then open Settings.
See Order Settings.
From there, you can configure:
property-size pricing and collection at booking
scheduling, start time display, and time-slot interval
team member selection and guest bookings
payment at booking, tips, and order approval
Limit products and customers per form
Each order form can have its own audience and catalog.
Use form-specific limits when you want one form to show only certain products or accept bookings from certain customers.
This is useful when:
one customer group should see a custom product mix
one partner needs a private booking link
one brand or market needs a separate form
What customers can do on an order form
Your customers can use a form to:
enter the property address and property size, if enabled
choose packages, services, and add-ons
schedule an appointment, if required or optional
choose a team member, if enabled
pay at booking, if enabled
add a tip when payment is available
create an account or continue as a guest, if guest booking is enabled
Make it feel like your business
Customize each form using the settings below to keep booking on-brand.
Branding — main customer-facing logo and brand color
Order Form → Preferences — order-form-specific branding and display settings
business details settings — name, contact info, and socials
Domain — custom URL like
book.yourdomain.com
Ways to share an order form
Make each form easy to access wherever customers already find you.
Website — Add a Book Now button or embed the form directly on a page.
Social — Share the form link on Instagram, Facebook, LinkedIn, or anywhere else you promote booking.
Direct outreach — Send the right form link by text, email, or WhatsApp.
Each order form is fully responsive and mobile friendly.
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