After designing your custom online order form, you can preview the form so you know it will be displayed to your members, guests, and players how you want it to be displayed.
In this article, we will discuss how to preview and edit your online order form.
Previewing the Online Order Form:
The online order form will then be created. To preview the form (to see what the members will see), go to Orders > Special Orders > Online Order Forms > Actions > Preview.
Below is an example online order form for a Women's Golf Club.
Members can scroll through the uploaded images for each item. They will also be able to zoom in when hovering over a picture to get a better look.
Editing the Online Order Form:
You can edit your online order forms at any time before or after sending the form. However, the process of editing a form will depend of if you are editing items within the form before or after an order was placed for that item. As a best practice, we always recommend reviewing your online form before they are sent to your members, to ensure all information is accurate and up to date.
Editing an Online Order Form Before Sharing the Form to Members/Guest:
Before sending an online order form, you may need to make some changes to the form. To make changes to the form, go to Orders > Special Orders > Online Order Forms > Actions > Edit Form. Make the necessary changes and "Save" the form. For details on designing the form, Click Here.
Editing Items on an Online Order Form Before Orders are Placed for that Item:
Even if you have sent an online order form to members, circumstances may require you to edit an item within the form. If no orders have been placed for the item, you can make changes just like you did before sending the online form. Go to Orders > Special Orders > Online Order Forms > Actions > Edit Form. Make the necessary changes to the item and "Save" the form. For details on designing the form, Click Here.
Editing Items on an Online Order Form After Orders are Placed for that Item:
Circumstances might arise where you need to edit items within an online order form after an order has been placed for an item. In this case, editing the item varies slightly. To edit an item after orders have already been place, follow these directions:
Go to Orders > Special Orders > Online Order Forms > Actions > Edit Form.
For the item with orders placed, click the "Edit" button (as shown below).
Make the necessary changes and "Save" the form. For details on designing the form, Click Here.
