Order forms overview
Sell products, plans, and bundles directly on your Genesis site with a built-in checkout — what an order form is, what you need first, and how to add one.
An order form is a real, working checkout you place on a page of your site. Buyers pick a product, enter their details and card, and pay — money lands in your connected payment gateway. It supports coupons, saved cards, guest or account checkout, and a confirmation step.
Selling physical goods?
An order form sells one digital product at its own checkout. For things you ship — with a cart, variants, stock and delivery — use the online store.
Before you start
An order form connects several things you set up elsewhere. Make sure these are in place:
| Requirement | Where | Why |
|---|---|---|
| Products in ESTAGE CRM | ESTAGE CRM | Order forms sell products you've created in CRM — you don't type prices in Genesis. The form pulls them in. |
| A payment gateway | Settings → Payment Processing | At least one: Stripe, PayPal, Razorpay, Square, Easy Pay Direct or Paystack. Without a connected gateway there's nothing to charge. |
| Business Details | Settings → Business Details | Required for PayPal, Razorpay, Square, and Easy Pay Direct (not for Stripe). |
Note
Products live in ESTAGE CRM, not in Genesis. Create and price them there first. The order form reads them in — and you can later re-pull updated prices with one click (see Configuring).
How adding one works
Adding an order form is a two-part flow — placing it, then configuring it:
Place the form on a page. Ask the AI in chat — "add an order form", "add a checkout" — or use the
/add Order Formslash command. Genesis drops an order-form component onto your page. At this point it's a real component but not yet configured — no product, no payment method.:::tip If you say "checkout" while on a page, Genesis may ask whether to add the form here or create a separate /checkout page — just answer and it continues. :::
Configure it. Click the order-form element in the live preview. Its setup wizard opens in the right-hand panel, with a Not configured badge. Pick your product(s), choose payment and checkout options, and generate the form. See Configuring the order form →.
Once configured, the badge flips to Configured and the form is live-ready.
What's next
- Configuring the order form — the setup wizard, step by step.
- What your buyers see — the checkout experience, coupons, saved cards, and free checkout.