# How to Create Custom Order Forms in Axumind | Clientlex Learn how to create custom Axumind order forms, package services, add client and project fields, configure payment options, and share unique order form URLs. Give clients a straightforward way to browse your services, select what they need, provide the required information, and place orders through your agency portal. Axumind lets agencies create custom order forms using a visual drag-and-drop builder. You can combine service selections, client profile fields, billing details, project information, and other form elements to build an ordering experience around your agency's services. Each custom order form also has its own unique URL, which your agency can customize and share with prospective clients. ## Creating a Custom Order Form Start by opening the service and order form management area in your agency dashboard. Create a new custom order form and use the builder to arrange the elements you want clients to complete. You can add elements by dragging them into the form and arranging them in the order that makes sense for your checkout process. Before building the form, decide which services clients should be able to purchase and what information your agency needs to collect during checkout. ## Packaging Your Services You can package services into clearly defined offerings and make them available through your order forms. Axumind supports two service billing models: **One-Time Services** Use one-time services for fixed-scope engagements that require a single purchase. Examples include: - Website design projects. - Brand identity packages. - Technical SEO audits. - Video editing projects. **Recurring Services** Use recurring services for ongoing work that clients pay for on a recurring basis. Examples include: - SEO retainers. - Content marketing services. - Paid advertising management. - Ongoing design services. You can include the relevant service selections in your custom order form so clients can choose the services they want to purchase. ## Understanding Order Form Elements The Form Builder provides several groups of elements that you can combine depending on your ordering requirements. ### 1. Service Selection Use service selection elements to let clients choose the services they want to order. You can configure the available options and use dropdown-style selections where appropriate. This is the main part of the form that connects the client's choices to the services you offer. ### 2. Client Profile Collect the information needed to identify and contact the person placing the order. Available elements include: - **Name:** Collect the client's name. - **Contact Email:** Capture their email address. - **Address:** Collect address information. - **Phone:** Request a contact number. - **Email Opt-in:** Allow clients to indicate whether they agree to receive marketing emails. ### 3. Billing Details **Payment** Add a payment element to your order form so clients can provide payment during the ordering process. ### 4. Project Data Use project data elements to collect additional information relevant to the order. Available elements include: - **Order Title:** Collect a title or name for the order. - **Text:** Collect short written responses. - **Long Text:** Provide a larger input area for detailed answers or project briefs. - **Formatted Text:** Collect formatted text content. - **Date:** Allow clients to provide relevant dates. - **Checkbox:** Present selectable checkbox options. - **Option Group:** Let clients choose from a predefined group of options. - **Dropdown:** Provide a dropdown selection. - **File:** Allow clients to upload files. - **Spreadsheet:** Include a spreadsheet field for structured project information. - **Secret Text:** Collect information using a secret-text field. - **Hidden:** Add a hidden form element. - **Signature:** Include a signature field. - **Calendly:** Add a Calendly element to your form. These elements allow you to tailor the information collected to the type of service being ordered. For example, a website design order form might collect the project title, website requirements, preferred launch date, reference links, and supporting files. ### 5. Utilities The builder also provides utility elements for organizing and enhancing your form. **Section Break** Divide the form into clearly separated sections so clients can understand the different parts of the ordering process. **Page Break** Split a longer order form into multiple pages. **Custom HTML** Add custom HTML content where additional instructions or custom content are required. **Captcha** Add a CAPTCHA element to help verify form submissions. ## Organizing Your Order Form A good order form should collect the information needed to complete an order without making the process unnecessarily complicated. Consider organizing your elements in this order: - **Service selection:** Let clients choose the service or package they want. - **Client information:** Collect the necessary profile and contact details. - **Project information:** Ask for the requirements and supporting information needed for the work. - **Billing:** Include the payment element. - **Additional elements:** Add instructions, section breaks, signatures, or other elements where needed. The exact arrangement depends on your agency's services and the information required from clients. ## Customizing Your Order Form URL Every custom order form has its own unique URL. You can customize the URL for each form rather than relying entirely on an automatically assigned address. This makes it easier to create memorable links for different services, campaigns, or ordering pages. Once configured, copy the form URL and share it with prospective clients through your website, email campaigns, social media, or other marketing channels. ## Reviewing and Sharing Your Order Form Before sharing a form, review the available service options and the information clients are expected to provide. Check that: - The correct services are available for selection. - Client profile fields collect the necessary contact information. - Project data fields match the requirements of the service. - Payment is included where required. - Sections and page breaks are arranged logically. - The custom form URL is correct. Your custom order form is then ready to share with prospective clients.