# Order forms overview

> Sell products, plans, and bundles directly on your Genesis site with a built-in checkout — what an order form is, what you need first, and how to add one.

Source: https://knowledge.estage.com/order-forms/
Part of the ESTAGE knowledge base (https://knowledge.estage.com). Full corpus: https://knowledge.estage.com/llms-full.txt

---
An **order form** is a real, working checkout you place on a page of your site. Buyers pick a
product, enter their details and card, and pay — money lands in your connected payment
gateway. It supports coupons, saved cards, guest or account checkout, and a confirmation step.

## Before you start

An order form connects several things you set up elsewhere. Make sure these are in place:

| Requirement | Where | Why |
| --- | --- | --- |
| **Products in Estage CRM** | Estage CRM | Order forms sell products you've created in CRM — you don't type prices in Genesis. The form pulls them in. |
| **A payment gateway** | [Settings → Payments](/project-settings/payments/) | At minimum **Stripe**. Without a connected gateway there's nothing to charge. |
| **Business Details** | [Settings → Business Details](/project-settings/business-details/) | Required for PayPal, Razorpay, Square, and Easy Pay Direct (not for Stripe). |

:::note
Products live in **Estage CRM**, not in Genesis. Create and price them there first. The order
form reads them in — and you can later re-pull updated prices with one click (see
[Configuring](/order-forms/configuring/)).
:::

## How adding one works

Adding an order form is a **two-part flow** — placing it, then configuring it:

1. **Place the form on a page.** Ask the AI in chat — *"add an order form"*, *"add a
   checkout"* — or use the **`/add Order Form`** slash command. Genesis
   drops an order-form component onto your page. At this point it's a real component but **not
   yet configured** — no product, no payment method.

   :::tip
   If you say "checkout" while on a page, Genesis may ask whether to add the form *here* or
   create a separate **/checkout** page — just answer and it continues.
   :::

2. **Configure it.** Click the order-form element in the live preview. Its setup **wizard**
   opens in the right-hand panel, with a **Not configured** badge. Pick your product(s), choose
   payment and checkout options, and generate the form. See
   [Configuring the order form →](/order-forms/configuring/).

Once configured, the badge flips to **Configured** and the form is live-ready.

## What's next

- [Configuring the order form](/order-forms/configuring/) — the setup wizard, step by step.
- [What your buyers see](/order-forms/buyer-experience/) — the checkout experience, coupons,
  saved cards, and free checkout.