Select Create Order on the Dashboard or Orders page, or use the quick-create button beside Orders in the menu. You need Manage Orders.
The Create Order dialog explains: "Orders can be attached to a listing to help collect payment. You can also create orders with appointments to help with scheduling."
Option 1: Create Order from Scratch
Use this for work without a scheduled appointment, such as a digital add-on, or when you want to build the order first.
- Select Create Order from Scratch.
- Under Customer, select Attach Existing Customer or Create New Customer. You can add an Additional Customer, such as a co-owner or assistant, and choose Make Primary.
- Enter the Property Address, or choose Attach to Listing to load an existing listing's address.
- Under Order Items & Payments, use Add Product Item or Add Custom Item.
- Add Order Fields answers if needed, and Private Notes for your team.
- Save the order.
Option 2: Create Order with Appointment
Use this when you are booking a shoot.
- Select Create Order with Appointment.
- Choose the customer and property address, and confirm the Timezone.
- Under Appointment Details, pick the date and time. Twilight, sunrise, and sunset services need a second slot in Appointment #2 Date & Time.
- Select Team Members. Members who are busy at the selected time are marked Busy at selected date/time. Restricted photographers are disabled for that customer. With one member selected, all products attach to them. With several, assign each product in Product Assignments.
- Add Products & Packages (choose a tier or variant when shown) or Add Custom Item with Item Name, price, Custom Payout, Qty, and Duration (min).
- Optionally Add Discount.
- Select Create Appointment.
If a deposit applies, the page notes: "When this order is created, the customer is notified to pay this deposit."
Troubleshooting
- "No active team members found." Mark at least one team member as active and a Service Provider in Team.
- "No order products are available." Create and activate products first. See Build Your Service Catalog.
Customer and Field Pickers
Use Change Customer to reopen the customer picker. Primary Customer is required; choose a result from the search suggestions. Second Customer (Optional) adds another contact. Make Primary changes which contact is primary. Select Save Customers to apply the selection to the order draft. Customer-specific catalog pricing is reloaded, so review prices after changing customers. The editor requests an autosave; check the saved state before leaving.
Add Order Fields opens the question picker. Select the questions and choose Add Selected Fields. This updates the draft and requests an autosave. Then enter the answers in Order Fields; selecting a question does not answer it. Only available fields can be selected.
Use Edit Address to correct the draft property address. Review any linked listing and appointment details after a change. View Listing opens the attached listing when one exists; Back to Orders returns to the list.