Public pages in Orderry are tools for interacting with customers online, designed to streamline the management of estimates, work orders, and service bookings. They provide transparency, speed, and convenience for clients, and enable the automation of communication and booking processes.
Estimate/Work Order Page: displays document details—products, services, prices, and files—and allows the client to confirm or reject it and make a payment.
Online booking: self-service booking of appointments, where the client selects the location, employee, services, date, and time, confirms the booking, after which the booking appears in your system.
Estimate/work order public page
Estimate/work order public page — a personalized page for the client with detailed information about their estimate or work order: products, services, prices, and more. It is generated automatically when an estimate or work order is created.
How to share the page:
Manually: on the estimate or work order page, click Actions > Copy public link and send it to the client via any convenient method.
Automatically: use the variables {Public Page URL} and {Public Page QR Code} in notification templates or printed documents.
Depending on your settings, on the public page the client can:
View information about the added products and services, their prices, and quantities;
View the total amount for the estimate/work order, including taxes and discounts;
View images and files added to the estimate/work order;
Confirm or reject the estimate/work order;
Pay for the order.
🔎 Everything about public estimate and work order pages:
How to set up a public estimate/work order page: about the appearance, estimate/work order elements, the “Accept” and “Decline” buttons, the payment button in certain statuses, and the rules for transitioning to other statuses after the client takes action.
What is displayed on the page: about essential and additional elements that can be enabled, as well as the statuses of the public page.
Use cases: about how to configure the workflow for the public page—from viewing the order to confirmation and payment.
How to create and send a public estimate form: about setting up automatic page sending to the client.
How to set up the payment button: about setting up payment acceptance via the public page.
How to accept payment: about what the client sees when paying via the public page and how the payment appears on your end.
Online bookings
The public online booking page is a convenient service that guides clients step-by-step to select and book the desired service on their own.
How to share it:
Copy the link from the page Settings > Public Pages > Online Booking and send it to the client via any convenient method.
Additionally, you can post the link on social media, your website, or other convenient platforms so clients can easily find it and make a booking.
On the public online booking page, the client can:
Select a service and a specialist;
Choose a suitable date and time for the booking;
View available slots and availability;
Confirm the booking;
Add the confirmed booking to their calendar.
🔎 Everything about the public online booking page:
How to set up online booking page: about the design, URL, locations, services, time slots, and client bookings.
Using the public page for online booking: step-by-step selection of location, specialist, services, date, and time; filling out contact details; and client booking confirmation.
Public page, public link, public form, online form, public information