Add an Order Form to a service

Order Forms let you ask the client questions during checkout, so that you have all the information you need to start working on the delivery as soon as the order comes in. Every service can have an Order Form, whatever its type.

Add the Order Form

1. Open Settings › Sales › Services and select the service.
2. On the Order page tab, turn on Add an Order Form to this service.
3. Select Add field for each question you want to ask. In Name, type the question as the client should see it. A free-text field can also have a Placeholder: sample text shown in the empty field.
4. If the client must answer a question before they can finish the purchase, turn on Required for that field.
5. If the client should pick an answer from a list, select Add choice once for each answer. The bin icon next to an answer deletes it.
6. Put the fields in the order you want, and delete the ones you do not need.
7. Select Save.

If you do not need any information at checkout, leave the Order Form turned off. The client then simply pays.

Ask more questions after the purchase

A service can also create a request after the purchase, and that request can carry the request type's own form. Request form handling, under Automatic Request creation in the service, decides whether it does:

• Skip form — the request is created without the form.
• Send form after purchase — the request is created with the form inside it, waiting for the client to fill it in.

You can also send the client an Intake Form automatically, with an automation on the request type: right after the request is created, or later, on another trigger, for example when the request moves to a particular status. See Automate a request type and Send an Intake Form to a client.

So you can ask questions at several moments: in the Order Form at checkout, in the Request Form once the client has paid, and in Intake Forms sent while the work goes on. You can use any of them, or combine them. See Decide what happens after a purchase and Build a Request Form.

Order Forms have no form logic

An Order Form cannot show or hide fields based on earlier answers, so every client sees every field. If some questions apply only to certain answers, ask them in the Request Form that follows the purchase, which does support form logic. See Show or hide form fields with form logic.

Where the answers go

The client's answers are saved on the order, together with the purchase. If the form has a file field, the files the client uploads are saved in Files, under that client. See Follow orders: fulfillment and payment and Share files with clients.

Related

• Sell a fixed-price service
• Decide what happens after a purchase
• Build a Request Form
• Show or hide form fields with form logic
• Quote for custom work priced case by case

Updated on: 09/11/2026