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How to create a Concierge order manually (without a form submission)

You don't need a form submission to create a Concierge Order. If a customer contacts you directly — by phone, email, or in person — you can create an order manually and manage it the same way as one that came through a form.

Steps

  1. Go to Concierge → Orders.
  2. Click New Concierge Order in the top-right corner.
  3. Fill in the following details:
FieldNotes
StorefrontRequired — select which storefront this order belongs to
Customer nameRequired
Customer emailRequired
Customer phoneOptional
  1. Click Create.

You'll be taken directly to the new order, which starts in Draft status.