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Create Multiple Order Forms

If you're looking for instructions on how to create multiple order forms, you've come to the right place. 

If you haven't created an order form before, visit our Order Form support article, which will go into more details on the process of creating an order form. 


We've now added a simple process for creating multiple order forms. Below your current plan information, click the option to add multiple version of your plans and a-la-carte options:

 add_multiple_order_foms.png

Doing this, will require you to give each form a name (ex. Atlanta, Chicago, etc.)

multiple_forms.png

You can add as many "sets" as needed, by clicking "Add Custom Set" at the bottom of your list. Once you've completed all your sets, review your Licensing Terms*, Scheduling Instructions*, and Thank You Message* and click next. *This information will appear the same across all forms. 

Complete your Custom Fields as normal (these will appear across all forms as well) and click next to save your forms.

 

Upon saving, Tourbuzz will automatically create order form links and embed codes for each form.

order_form_links.png

*You are not limited to the number of order forms you are able to create using this format. 

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5 Comments

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    William Breish
    How would I assign a order form to a client of group of clients? form_default new clients form_ReMax ReMax clients I seams as the order option is removed from the client panel once I create the second order form.
  • 0
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    Andy Schwartz

    I too would love to be able to assign specific order forms to individual clients. Is this possible?

  • 0
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    Hillary

    That is coming as we build out our order form system. We will keep you both posted!

  • 0
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    Andy Schwartz

    That's awesome news!!  Thanks, Hillary!!

  • 0
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    Ray Rogers

    Hillary, Last year you posted that the option to assign specific forms to different clients was coming. Is that ready yet?

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