Create a Professional Order Form using Doplac CRM in Minutes:
Step 1: Select Services from the Tools section & click new Order:
- Navigate to the section on the Order Form to choose the services you wish to offer.
Step 2: Choose Packages:
- Choose the Packages associated with the selected Services.
Note: if you not created any services, create it first from the Services Section. A guide has been included.
Step 3: Set Up Payment Methods
- Connect and configure the payment methods that clients can use to complete their transactions.
Step 4: Save the Order Form & Generate Client Link
Step 5: Share with Clients to Fills Out Details
Note: Besides this guide, you can check the video tutorial on the page. If you feel any confusion, don’t hesitate to reach out to our support team.