Configuring the order form

After you’ve placed an order form 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 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.
Not on product	The gateway is connected, but this product doesn’t support it upstream.

If your 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.
• Show confirmation message — display a success message in place.
• Ask AI — let Genesis design a custom confirmation experience for you.

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 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.