# Configuring the order form

> Use the order-form setup wizard to pick products, choose payment methods and checkout mode, and keep prices in sync with Estage CRM.

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

---
After you've [placed an order form](/order-forms/) on a page, click it in the live preview to
open its **setup wizard** in the right-hand panel. The header shows a **Configured** /
**Not configured** badge so you always know its state.

## Quick vs. Advanced

The wizard has two modes:

- **Quick** (default for new forms) — just pick your product(s) and click **Create Form**.
  Everything else is sensible defaults: Stripe, guest checkout, redirect to `/thank-you`.
- **Advanced** — a step-by-step setup for full control over payment methods, checkout mode,
  and the confirmation step.

Existing forms open in **Advanced** so you can fine-tune them.

## Step 1 — Choose products

Your products are **pulled live from Estage CRM**. The picker is searchable:

- **Click a product** to add it. It appears as a removable **chip** above the list.
- **Click it again** (or the **✕** on its chip) to remove it.
- Add **multiple products** — buyers will pick one of them at checkout. Order follows the
  order you added them.

:::note
See *"No products found"*? You need to **create products in Estage CRM first** — the form can
only sell products that already exist there.
:::

Product details — name, price, billing interval, currency, trial, image, description — come
straight from CRM as a snapshot. You don't edit them in Genesis; you edit them in CRM and
[re-pull](#keeping-prices-in-sync) them.

## Step 2 — Payment methods

*(Advanced mode)* Choose which gateways buyers can pay with: **Stripe, PayPal, Razorpay,
Square, Easy Pay Direct**. Each shows its status:

| State | Meaning |
| --- | --- |
| **Connected** | Ready to use — tick it. |
| **Not connected** | Connect it first in [Settings → Payments](/project-settings/payments/). |
| **Not on product** | The gateway is connected, but this product doesn't support it upstream. |

If your [Business Details](/project-settings/business-details/) are incomplete, you'll see a
banner — PayPal, Razorpay, Square, and Easy Pay Direct need them. Stripe doesn't. Select at
least one method to continue.

## Step 3 — Checkout mode

*(Advanced mode)* Decide how buyers identify themselves:

- **Guest checkout** — collect name + email; an account is created automatically on purchase.
- **Require login** — buyers sign in before paying.

## Step 4 — Confirmation

Choose what happens after a successful purchase:

- **Redirect to URL** — send buyers to a thank-you page or anywhere else. You can have the
  redirect **open in a new tab**: the current page stays where it is and still shows your
  confirmation message, while the destination opens alongside it.
- **Show confirmation message** — display a success message in place.
- **Ask AI** — let Genesis design a custom confirmation experience for you.

Saving a form **updates its live wiring immediately** — no republish needed for the change to take
effect on the form itself.

You can also toggle **"Show promo-code field"** here to show or hide the coupon input on the
form.

## Generating the form

The final button generates everything:

- **Generate Form** (new) or **Update & Regenerate** (existing) — saves your configuration and
  builds the live form on your page.

## Keeping prices in sync

When you've changed a product's price or details in Estage CRM, use the **Patch Hook** button
(shown once a form is configured). It re-pulls the latest product data and prices from CRM and
rebuilds the form from the current template.

:::caution
**Patch Hook regenerates the form's code from the template** — any custom restyling the AI
applied to this specific form is replaced. Restyle *after* your last Patch Hook, or re-apply
it afterward. (See [Restyling](#restyling-the-form) below.)
:::

## Deleting

The **Delete** button removes the order-form component from the page (with a confirmation).

## Restyling the form

You can ask the AI to restyle the order form — change the **product picker** into cards, a
dropdown, or tabs; restyle the coupon area; adjust colors and button labels. Genesis is free
to change the look.

What it must **not** break is the wiring underneath — the connections that make the picker,
coupon, and payment actually work. Genesis knows to preserve those, so feel free to ask for
visual changes; just remember the Patch Hook caveat above.