Order forms overview

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	At minimum Stripe. Without a connected gateway there’s nothing to charge.
Business Details	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).

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”, “форма оплаты” — 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 →.

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

What’s next

• Configuring the order form — the setup wizard, step by step.
• What your buyers see — the checkout experience, coupons, saved cards, and free checkout.