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I can`t embed the program duration choices into the form. The total amount calculation doesn't work when I put the Type of program*Program duration formula.

How do I re-name my account?

I'm very frustrated with your product. I need to create an order form in Swiss Francs, and every time I create a form, it automatically puts the pricing in Brazilian Reais. Please fix this!

When you use the Neartail templates to create your order form, the default currency is automatically set based on our locale. You can update the currency in your form. Login to Neartail > list of your forms will be displayed > click on the form to open it > Edit page will be displayed > In the Edit page, click on the gear icon for the submit section > Button settings page will be displayed > select the preferred currency and click Save.

change password to my account

Hi Angeline, Neartail uses google signin. You will have to change the password for your google account.

Hello! Why do some say completed and others read PAID, I am not understanding the difference. Is there something I need to do?

Hi Katrina By default, there are four order status: Abandoned, Submitted, Completed, Trash. You cannot rename the default status, but you can choose to hide a default status. When you enable automated as well as manual payments in your form, the default order status will include Abandoned, Submitted, Paid, Completed, Trash. Abandoned orders If a user starts filling the form, but does not submit it, it will be displayed in the Abandoned status. These orders will be displayed only in the Neartail Orders page and it will not be included in Reports. Abandoned orders will have * prefixed to the order number in the Neartail Orders page. Submitted orders When the user chooses the automated payment option and submits the form, the order will be displayed under the Paid status. When the user chooses the manual payment option and submits the form, the order will be displayed under the submitted status. Once you verify the payment and update the payment status, it will be moved to the Paid status. These submitted orders will be recorded in Neartail and Google Forms. You can sync Google Forms responses to Google Sheets. Submitted orders will have # prefixed to the order number in the Neartail Orders page. The order numbers should be in sequential order. Trash orders You can move redundant orders to Trash. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, you can drag and drop (place the cursor on the profile image/default icon to drag) orders to the Trash status or click on an order to view the details, select the Trash status from the dropdown list for the Move to option and click Submit. Delete orders The orders in Abandoned and Trash status will not be included in the Neartail Reports. You can enable the Privacy option to delete the orders in Trash status permanently. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders> In the Orders page, click on the three dots next to the Abandoned or Trash status > You can enable or disable the privacy settings. When enabled, the orders in Abandoned and Trash status will be automatically deleted after 7 days. Please note that the Abandoned status will be hidden when the Privacy option is enabled.

I live in Lagos Nigeria and I would like to add a local payment platform to my order form.

Hi Dayo, Currently, Neartail supports Stripe (Card, Apple Pay) and PayPal for automated payments. Stripe is not yet available in Nigeria. Paystack integration is part of the roadmap.

There is an automatic registration fee, I'm unsure how to remove it. Each family member is given the option, once they select their family size that should be their title, however an additional registration fee is automatically attached.

You have added a dropdown field "Registration fees" that has answer choices with $ amounts. Please delete this dropdown field and use the add product option to set up the registration fees. Delete "Registration fees" dropdown field Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the "Registration fees" dropdown field to select it > click on the trash icon to delete this field. Add product In the Neartail Edit page, click on the Add product icon > a new product will be added below the selected field > enter the title "Registration fees", select "Sold by variants" product type, enter the default price $50, set max quantity to 1 and enter the different options -- Single, Couple, One parent and one child, Family of 3, Family of 4, Family of 5, Family of 6 and Family of 7 -- as variants (see attached screenshot below) > click on the settings gear icon > Product settings page will be displayed > click Variant price and enter the price for the different variant options > click Save.

Hello - I made a copy of a form that was closed - on the main screen it says it is Active however when I click the link to test it says it is closed... help! The form in question is titled "Caravel Spirit Wear Store" - thanks!

Hi Jessica, when you make a copy of the form that is closed, the copied form will also be closed by default. You will have to open the form to start accepting responses. Reopen form Login to Neartail > list of your forms will be displayed in the Forms dashboard > click on the more option for the form you would like to use > click Reopen > confirmation popup will be displayed > click Yes to open the form and allow users to submit it. Copy form, Edit form & Open form When you click on the Make a copy option, popup to rename the form will be displayed > enter the form name and click Proceed > Edit page will be displayed > You will be able to make edits to the closed form > To start accepting responses, click on the form title to select it > click on the settings gear icon > Form settings page will be displayed > click Advanced > disable Close this form option and click Save.

On the manual Venmo payment screen, if you are ordering on a mobile phone, you can't take a picture of your screen. I need a way to add the link to the page so they can pay and then mark complete.

Hi Doug, if you have enabled manual Venmo payments in your form, a QR code will be displayed on desktop, while a "Pay now" button will be displayed on mobile. When the user scans the QR code or clicks the 'Pay Now' button, the amount will be pre-filled. They can make the payment and then click on the "Mark as paid" button.

how to connect a different stripe account

When you set up card payments for the first time, you'll see the option to configure a Neartail Stripe connected account. Once configured, the same Stripe account will be used for all the forms you create with your account. Please note that you cannot change the Stripe account once it's set up.

Disable Payment

Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, scroll down to the bottom of the page > click on the Edit link for the payment section (see screenshot below) > Payments settings page will be displayed > click Disable > click Save.

Frequently Asked Questions

Hello! Why do some say completed and others read PAID, I am not understanding the difference. Is there something I need to do?

Hi Katrina By default, there are four order status: Abandoned, Submitted, Completed, Trash. You cannot rename the default status, but you can choose to hide a default status. When you enable automated as well as manual payments in your form, the default order status will include Abandoned, Submitted, Paid, Completed, Trash. Abandoned orders If a user starts filling the form, but does not submit it, it will be displayed in the Abandoned status. These orders will be displayed only in the Neartail Orders page and it will not be included in Reports. Abandoned orders will have * prefixed to the order number in the Neartail Orders page. Submitted orders When the user chooses the automated payment option and submits the form, the order will be displayed under the Paid status. When the user chooses the manual payment option and submits the form, the order will be displayed under the submitted status. Once you verify the payment and update the payment status, it will be moved to the Paid status. These submitted orders will be recorded in Neartail and Google Forms. You can sync Google Forms responses to Google Sheets. Submitted orders will have # prefixed to the order number in the Neartail Orders page. The order numbers should be in sequential order. Trash orders You can move redundant orders to Trash. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, you can drag and drop (place the cursor on the profile image/default icon to drag) orders to the Trash status or click on an order to view the details, select the Trash status from the dropdown list for the Move to option and click Submit. Delete orders The orders in Abandoned and Trash status will not be included in the Neartail Reports. You can enable the Privacy option to delete the orders in Trash status permanently. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders> In the Orders page, click on the three dots next to the Abandoned or Trash status > You can enable or disable the privacy settings. When enabled, the orders in Abandoned and Trash status will be automatically deleted after 7 days. Please note that the Abandoned status will be hidden when the Privacy option is enabled.

Can I remove or edit my name at the bottom of my form? "Created by_______"

Hi James, You can customize the footer, header, theme, logo, but please note that this is common for all the forms you create using your account. Customize header, footer, theme Login to Formfacade. Click on the form to open it. Edit page will be displayed. Click Preview. In the Preview page, theme settings will be displayed in the right pane. Click Page. Enter the required text in the Business name (header / account name), Footer option (replaces "This site belongs to...") and click Save. You can upload your logo (square image 1:1 aspect ratio) to replace the default profile picture in the footer.