Orders

An order is a booked shoot: the customer (agent), what they bought, the property address, the appointment slot, and the price. Orders live under Dashboard → Orders.

Where orders come from

Your Order Form — Agents book and pay online; the order appears in the list automatically. See Order Forms.
Manually — click Add Order to enter a booking yourself, for example one taken over the phone.

Add an order manually

Go to Orders and click Add Order.
Order Information — pick the customer under Assign to Customer, or click Add Customer to create one. Then select the Products and/or Packages for the shoot.
Location Information — enter the property address and choose the Property Size.
Schedule Information — pick a day and time slot.
Turn on the fees that apply — see Fees and price below.
Click Create Order.

Scheduling

The schedule section shows a calendar to book against, or — with skill-based booking on — a Choose Service Providers button to assign the Team Members who will do the shoot. Available days appear once the services are selected. Pick a day, then set Start Time and End Time — times are in the calendar’s time zone.

Fees and price

Each fee has its own toggle; the fields appear once it is on.

Include Tax — pick the tax to apply.
Include Travel Fee — pick one of your travel fees.
Include Service Fee — enter a Service Fee Name and Service Fee Amount; optionally Apply Tax to Service Fee.
Adjust Price — change the final total. A positive Adjustment Amount increases the price, a negative one decreases it. The description is optional.

Find your way around

The Orders page has three views, switched with the buttons at the top:

Table — one row per order with order number, location, customer, scheduled slot, assigned Team Members, status, total and creation date. Columns hides or shows columns.
Calendar — orders by day; click a day to list its orders.
Map — orders pinned on a map, grouped when zoomed out.

All views share the same filters: order search, From date / To date, and Team Member.

Order details

Click ⋯ at the end of a row and choose Details to open the full order: customer contact details, property location on a map, fees and taxes applied, the order summary with products and intake answers, the appointment slot and time zone, assigned Team Members, and creation / update timestamps.

Order status

Each order has one of four statuses: New, In Progress, Completed, Cancelled. Change it from the dropdown in the Status column, or pick Cancel Order from the ⋯ menu.

Team members

The Members column shows who is assigned to the shoot. Assign people under Team Members.

From order to tour

Once the shoot is done, go to Tours → Add Tour and choose Link order to create the tour from this order. See Creating a Tour.