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Turn form options on or off

Photos, addresses outside your area, referral codes, a booking limit and your terms: where each switch is and what it does.

Steps

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

    Step 1: Open Form. Each option sits on the page it changes. The part to press is outlined in green.
  2. Step 2. Photos: on Services, turn on Customers can add photos. It saves at once.

    Step 2: Photos: on Services, turn on Customers can add photos. It saves at once. The part to press is outlined in green.
  3. Step 3. Then press Options beside a service and set Photos from the customer to Off, Optional or Required, and press Save.

    Step 3: Then press Options beside a service and set Photos from the customer to Off, Optional or Required, and press Save. The part to press is outlined in green.
  4. Step 4. Addresses outside your area: on Contact details, pick Take it and mark it or Say no politely, then press Save changes.

    Step 4: Addresses outside your area: on Contact details, pick Take it and mark it or Say no politely, then press Save changes. The part to press is outlined in green.
  5. Step 5. Referral codes: on Review & checkout, turn on Take referral codes and type the Discount per referral in dollars.

    Step 5: Referral codes: on Review & checkout, turn on Take referral codes and type the Discount per referral in dollars. The part to press is outlined in green.
  6. Step 6. Booking limit: on the same page, type a number in Stop after. Blank means no limit.

    Step 6: Booking limit: on the same page, type a number in Stop after. Blank means no limit. The part to press is outlined in green.
  7. Step 7. Terms: type them in Terms. Customers read them above the box they tick to send. Press Save changes.

    Step 7: Terms: type them in Terms. Customers read them above the box they tick to send. Press Save changes. The part to press is outlined in green.

Limit one service

For example, only 30 snow removal spots.

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

    Step 8: On Services, press Options beside the service. The part to press is outlined in green.
  2. Step 2. Open Tooltip, limit and partner and type a number in Limit how many.

    Step 9: Open Tooltip, limit and partner and type a number in Limit how many. The part to press is outlined in green.
  3. Step 3. Press Save.

    Step 10: Press Save. The part to press is outlined in green.

Start a new season's count

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

    Step 12: For one service, open its Options, then Tooltip, limit and partner, and press Start the count again. The part to press is outlined in green.

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

  • 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.
  • Allowing the form on other websites is on the Publish page.
  • Only the owner can change these.

Look for something else

Still stuck? In Seasonly, press Get help. A person reads every message.