Turn form options on or off

Steps

1. 1

   Step 1. Open Form. Each option sits on the page it changes.

   

2. 2

   Step 2. Photos: on Services, turn on Customers can add photos. It saves at once.

   

3. 3

   Step 3. Then press Options beside a service and set Photos from the customer to Off, Optional or Required, and press Save.

   

4. 4

   Step 4. Addresses outside your area: on Contact details, pick Take it and mark it or Say no politely, then press Save changes.

   

5. 5

   Step 5. Referral codes: on Review & checkout, turn on Take referral codes and type the Discount per referral in dollars.

   

6. 6

   Step 6. Booking limit: on the same page, type a number in Stop after. Blank means no limit.

   

7. 7

   Step 7. Terms: type them in Terms. Customers read them above the box they tick to send. Use {company}, {phone} and {email} and they fill in for each customer. Press Save changes.

   

Limit one service

For example, only 30 snow removal spots.

1. 1

   Step 1. On Services, press Options beside the service.

   

2. 2

   Step 2. Open Tooltip, limit and partner and type a number in Limit how many.

   

3. 3

   Step 3. Press Save.

   

Start a new season's count

1. 1

   Step 1. For the whole form, press Start the count again under The count on Review & checkout. It shows once a booking has come in, and every spot opens again.

2. 2

   Step 2. For one service, open its Options, then Tooltip, limit and partner, and press Start the count again.

   

If this, then that

If customers are not asked for photos

Check Customers can add photos is on for the whole form, at the bottom of Services, and that the service's Photos from the customer is not Off.

If you see No area drawn yet under the outside-area choice

Draw your service area on Customers. Until then every address is taken as covered.

If Say no politely says the form stops with no way to reach you

Add a Phone or email for customers in Settings, under Branding, so turned-away homeowners can call you.

If the form says it is full

Your Stop after or a service's Limit how many is reached. Raise it, clear it, or press Start the count again for a new season.

If referral codes will not turn on

Type a Discount per referral above 0 dollars, then press Save changes.

If you see Only the owner can change these

You are signed in as staff. Ask the owner to change the switch.

Good to know

• Under your terms, Agreement and consent lets you reword the terms box (customers always have to tick it to send), switch Ask about text messages off, and add up to three checkboxes of your own, each Required to send or optional. What each customer ticked shows on their request and in the Homeworks note.
• The text-message box is always optional and never ticked for the customer. Its fine print has to name your company, say Reply STOP, and say message and data rates may apply, or it will not save. Reset to default puts the standard wording back.
• How the price arrives is the quiet line under the Send button ("Your company sends your estimate by email."). Reword it, switch it off, or also show it on the first step.
• The referral discount comes off the estimate afterwards. The form never shows an amount.
• The outside-area choice does nothing until you draw a service area on Customers. Outside addresses come in marked by default, and nothing is refused.
• Say no politely shows your phone or email for customers, when you have added one in Settings, under Branding. You can set the words it says (up to 200 characters, without a town name) and whether the box is red, orange or yellow.
• Allowing the form on other websites is on the Publish page.
• Only the owner can change these.