PhotoBiz Website Package includes the Form & Contract builder. This allows you to create order forms that will calculate a sub-total, apply sales tax, and apply shipping if required for your clients to check out using the merchant you use for credit and debit card payments on your PhotoBiz account. This guide will walk you through setting up an order form in your PhotoBiz control panel.
STEP ONE
Log into your PhotoBiz account and click on FORMS in the left-side menu.
STEP TWO
Click on the NEW button on the Forms control panel.
STEP THREE
Scroll down to the "Payment" category and click on the select button under the "Custom Print Order" form template. You can customize this fields in this form to match up with the options you want to offer and your studio pricing.
STEP FOUR
You can edit any of the existing form fields by clicking on the pencil icon on the upper right corner of the field and clicking on the advanced option in the drop down menu.
You can also add any additional field with more purchase options. You can use radio or drop down if you want clients to choose 1 option from multiple options. You can choose the checkbox if you want clients to select multiple options.
STEP FIVE
This section is where you can update or add your options and pricing. You can click on the title of an existing option to edit it's name and price.
For new form purchase options, you'll add a TITLE and ADDITIONAL FEE that sets the cost for this option.
For limited quantity items, you can add a number for how many you have that will automatically update as clients purchase from you.
Click on Create Choice to add the option to your form.
FINAL STEP
You'll want to click on the FORM PAYMENT block at the bottom of the order form and make sure you've configured your merchant, set a starting price for your form, include sales tax, and include shipping options.
For most order forms that are calculating a total at check out, this section you'll want to set the price to $0.00.
Guide: Set Up Form Payment Block
IMPORTANT
You can update and prepare your order form within the control panel but it will not become active until you've set up a merchant on your account to process your credit and debit card payments. If you preview the form before you have set up your merchant, you'll get a message that says FORM CLOSED.Guide: How To Setup A Merchant
Once your form is completed, you need to make this form accessible to your existing/potential customers! You can do so in a variety of ways:
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