Yes, you can sign up for the trial account and then modify your form for your Chorus. This is done within the "My Settings" and "Edit My Order Form" links. Once you have made your changes, click "My Order Form" to view your order form like your customers will see it.

The URL (web address) for your form will be https://ordersingingvalentine.com/your-city.XX the XX will be your state. If your city has more than one Chorus they will be separated by adding North, South, East, West or Central to the city name.

You can sign up for the trial account and use the 10 orders per month to run some test orders just like when you start taking orders from live customers. You can create your personalized order form, organize your test orders, add your quartets, and even make mock assignments to the quartets of the test gigs. When you are ready to go live, simply delete your test orders.

Yes, you can view a sample of the report here,
https://ordersingingvalentine.com/sample-report.php
and a few sample screen shots here,
https://ordersingingvalentine.com/screen-shots.php

When you edit your order form, add the word message to the end of line for each order type you want to allow a personalized message. After that is added, you will see these standard messages,
Happy Valentine's Day - I love you
You are the light of my life
Let me call you sweetheart
Heart of my heart, I love you
as well as this option "Add your own message"

Yes, select each of these options in "My Settings" and they will all appear in your order form

You can change what appears at the top of your order form in "My Settings", scroll down to "Order Form Heading".

If you want to add a custom image, add your image in "My Settings" > "Order Form Heading" and then in "Edit My Order Form" check the box to not show the default image.

When you enable "Pay by Check" in "My Settings" you will see a box to enter the address and person to make the check out to. There is also a "Check payment note" box below to add a note about your deadline or other info for check orders.

Once you have added your quartets ("Manage Your Quartets" > "Create new quartet record"), click "My Orders" > "Detailed View".  In each order, on the bottom left, you will see a drop-down list of quartets to make quartet assignments.

After you make several assignments, you can sort your orders by Scheduled and Non-Scheduled to see which orders still need to be scheduled.

As you build your schedules go to "View All Quartets" > "View/Edit" to easily see what orders are assigned to each quartet. You can view all orders for that quartet or just orders assigned for each day.

If you want to change which quartet an order is assigned to, simply click that order number and pick a different quartet.

After all order assignments for each quartet are completed, click "View/Edit" and hit the "Print them" link, this will give you a printer friendly page to print all orders for that quartet in delivery order.

Yes, you can print all orders for each quartet. Click "Manage Your Quartets", click "View/Edit" for the Quartet in question. You will see "Print them" to the right of "Assigned Orders for".

In the detailed view for each order, you will see a button at the bottom of the order, "Send Email". There is a corresponding check box (by payment or quartet assignment) which tells the system which email to send. You check either or both when an unpaid order gets paid or when an order gets assigned to a quartet and then click the "Send Email" button.

Quartets are shown in the "Assigned To:" list (in order details) if the "Delivery Day" and the "Time Frame:" of the order ends or starts within the hours the quartet is available ("Available When:" as set in "Manage Your Quartets"). It does not look at "Delivery time Between:" or "Preferred Delivery time:". If you change the day or delivery time frame for an order, that change needs to be saved before available quartets will show up in the drop down list. As you make assignments, you don't waste time looking back and forth at quartets to see who is available when.

Yes, and it will show the most recent year if there are multiple orders.

Yes. Once you set avail times for each quartet ("Available When:" in Manage Your Quartets), the order form will not allow buyers to pick a quartet for a delivery time frame, if the quartet is not available in the time frame.

Yes, you don't need to enter zips only. You can enter counties, cities/towns or neighborhoods (these, when selected, will present the buyer a box to enter their zip code). It can be only zips or only counties/cities/towns, or a combination of both.

On May 1st, for new orders placed, the delivery days in the order form will switch to the next year.

We currently only have the option to add one discount code. We will consider adding this feature based on member input.

Yes, there is a box in the phone orders form called, "Order Taker:". This is where they enter their name.

Use the "Enter Phone Order" form and use one of your email addresses so the buyer does not get the "order has been placed" email. Then in "My Orders", you can change the email in that order to reflect the correct email of the buyer.

They can enter tba in any fields that the buyer does not have the needed info at that moment. Submit the order and then to finish the order when the buyer calls back, find the order in "My Orders", click "Details", make the needed changes and them click Save Changes. You now have a completed order.

That can be changed in "My Profile". The "Your Web Site:" URL is the default we send to paypal.

When checks arrive, find the order in "My Orders", click "Details" and click the "Paid:" check box to mark the order as paid and click save changes below. If you want the buyer to get the auto email telling them you got the payment, check the "Send email to customer:" box and then use the "Send Email/Save Changes" button instead of "Save Changes".

In "My Account", use the "Embed Code" link to get the needed code. The page (or section of the page) where it will go needs a minimum height="1300" & width="750".

Yes, a link will automatically be shown in both places once you have set up your ticket sales order form and there is a future show scheduled.

Yes, in "Edit My Ticket Order Form", click "Edit" by the "Number of Tickets:" box, enter that ticket option and add minCount=## to the end of line for group discounts that you offer. Replace ## with 10, 15, 20, whatever your minimum is to allow the discounted price. When the buyer selects this ticket type the number of tickets will default to the minimum.

The order type must include the word "message" at the end of the line. For example, "With a Dozen Roses, Card and Chocolates - $100.00 message". For any order type that includes this, the "add message" box will appear in the order form when the buyer selects this type order.

To offer a choice of a rose or brownies you can list two order types, one with a red rose and one with special brownies or you can use "Add Extras:" to include these items as and add on for all ordeer types.

There are two map options. Each time you make a quartet assignment you can view a route map for that quartet, showing all locations & directions for assigned orders for that day. Click the "Directions" link, from any assigned orders in the quartet manager screen. The "Location" link in each order will show a map of the delivery location for only that order.

You can increase the "Stop orders when" setting in My Settings so no more orders that are xx hours from the time of placing the order can be placed. Also you can edit the top of your form to indicate you are sold out and/or select a single day, that has passed (like the 10th or 11th) for the delivery days, that will stop all additional orders. To stop additional orders in only a certain time frame, use "Disabled time intervals" in My Settings.

Yes. After you run some test orders, in "My Orders" click "Details" on each order and click the confirm check box and click "Delete". You will not be charged for these orders. You can still view these orders by using "View Deleted" in "My Orders".

In "My Settings", your phone number can be included in "Order Form Heading:" and it can be included in "Address for checks:". If it's in "Address for checks:", that will only be shown for check orders.

When using "Assigned To:" at the bottom of each order to make assignments, there are sort options for all orders at the top, delivery time & zip code. As you start assigning orders, you can toggle between these to find orders that fit with one quartet or another based on delivery time and location. You can rearrange/change quarter assignments as needed up until it is time to start deliveries. To see all orders assigned to each quarter, go to "Manage Quartets" > "View/Edit". I recommend opening Manage Quartets in one tab and Orders in another so you can go back and forth. Also, when you click the "Directions" link (in the order or "View/Edit" for the Quartet) the map will show that order, plus any other orders for that day currently assigned to that quartet.

The best way to see how changes you are making in "Edit My Order Form" look and work is to open your public order form in a 2nd tab in your browser. Then as you make changes, refresh that tab to see what you have done and if you like how it looks and how it works. If not, make additional adjustments and then refresh the tab to see those changes. Continue you are happy with your order form.

If you charge more for 1 or 2 hour delivery, don't add these as separate order options under "Select Your Order:". Just enter your basic order delivered in a 3,4, or 5 hour window and then under "Delivery Time Frame:" enter the dollar amount you charge extra for 1 or 2 hour delivery in those two boxes. Here is an example, "In person valentine delivered with personal card - $50.00 (extra for 1 hr. or 2 hr. delivery). It is done this way because the system automatically adjusts the price based on the time frame the buyer selects, preventing them from picking a more narrow time frame than they are willing to pay for.

The system is designed to present order options like "SV with one rose" or "SV with a dozen roses". What appears in the "Select Your Order:". These options can be changed in "Edit My Order Form", click "Edit" next to "Select Your Order:". The time frames are treated separately as we have internal systems in place that prevent people from ordering incorrect time frames based on what order type they choose. For example the additional charge for 1 or 2 hour delivery.

You can create different order types/prices that do not appear in the public form, there are notes about this under "Select Your Order:" in "Edit My SV Order Form".
There is an internal notes box where the phone order taker can add notes.
A different date can be entered other than what is shown in the public form. This allows for an odd delivery day, should that be needed. For example if the chorus is doing special delivery days for members or friends/family that are not available to the public.
There is an "other" option in the zip code box to enter a different location not shown in the public form, if needed.
The total box can be changed after you select the form of payment and the total is calculated. This allows for some special one time price offered to someone or to some group. It will not insert the price until you click a payment option. This is in case the order taker needs to make a total change before the order is submitted.
There is a box called "Order Taker", to record the person taking the order, in case you need to check with them later about that order.
You can "Enable Pay by Check" & "Enable COD" in the "phone orders" form only. This allows you to turn this option off in the public order form, but still allow these payment options for your internal phone order takers. This is set in My Settings.
Phone Order Form password allows phone order takers access to only that form and to view quartet assignments.

It will insert the price when you click the payment option.

In the Phone orders form you can change the price after you click the payment option.

In the phone orders form, you can enter any date, the same or different from what is available in the public form. (it is a text box, not a drop down list) This is in case a chorus is doing special delivery days for members or friends/family that are not available to the public.

In "Edit My SV Order Form", click the "Edit" button next to "Select Your Order:". Enter your order item and at the end of the line, add a space and enter "phoneFormOnly" (without the quotes), this will make that item only show up in the phone orders form and not in the public order form.

Yes, it is all integrated together, all orders can be managed and assigned to quartets in one place.