Create an order

An order is one job for one client. It is where everything ends up: the answers to the brief, the files, the conversation, the payment requests, what you hand over, and your private notes.

Opening one

From Orders, click New order. Two fields, both optional:

• The service, which decides the questions. Without one the order still exists, with an empty form you fill with questions yourself.
• The client, chosen from your list or created along the way. You can attach one later, once you know who it is for.

Kalepio creates the order and its first round of questions together: the brief is round one.

The number

Every order gets a number, per studio and per year. It is the one you quote on the phone and the one that finds it again in the search box.

Every order also carries a rank for its client: "the third order for this client". It is recalculated if you attach or change the client, so it stays right even when a job starts before anybody knows whose it is.

The other way in: the client opens it

If a service is marked orderable, it appears on your public page and a client can create the order without you. They answer the form, and the order only comes into existence on submit: somebody who browses and leaves writes nothing.

It is the same object, with the same number and the same behaviour. There is no second kind of order.

One limit worth knowing

The Free plan allows ten orders per calendar month, resetting on the 1st. Finished orders count: what is limited is opening jobs, not holding them open.

On the paid plans there is no ceiling.

Deleting an order

It takes the rounds, the client's answers, their files and your notes with it, and from the client's point of view it is immediate: their tracking page and their brief link stop answering.

Treat it as permanent. Before deleting, check that what you wanted was not simply the "Finished" status: a finished order clutters no list, you filter it out.