Set up and share an order intake form

Last updated: November 10, 2026

Note
This is a beta feature. Reach out to Nash if you'd like early access.

The Order intake form card on the Widgets settings page is where you set up the public order form your customers use, and where you get its links. For what the form is and how a submission becomes an order, see how the order intake form works.

Find the card under Settings ▸ Connections ▸ Widgets, below the widget catalog.

Note
You'll need organization-management permissions to open and edit Widgets.

Before you start

Every pickup location you want to offer needs a phone number. Add one on the location first — see manage locations.
Have at least one dispatch strategy to offer. Customers see each strategy's name as a delivery speed, so name them for customers — see set up a dispatch strategy.

Configure the form

On the Order intake form card, select Configure. A drawer opens with four sections — Setup, Fields, Appearance, and Defaults and limits — and, on a wide screen, a live preview beside them.
Work through the sections below.
Select Save. The drawer closes and Order form saved appears.

Saving the form for the first time gives it its links, its access PIN controls, and link rotation. Until then, those are unavailable on the card. A form saved from Configure keeps its current On/Off state — a new form stays off until you turn it on.

The drawer saves on its own, separately from the page's Save changes bar.

Setup

Setting	What it does
How requests are handled	Quote and book — the customer sees the price and books a driver. Collect for review — the customer submits a request and your team dispatches it from Orders.
Pickup locations	Where customers can have orders picked up. Up to 50. Every location needs a phone number.
Dispatch strategies	The strategies used to find a driver for these orders. Up to 10. Customers see each strategy's name as a speed option.
Vehicle types	The minimum vehicle sizes customers can pick from. Up to 10. Select none to hide the field on the form.

Fields

Custom fields add your own questions to the form, under its Details heading. A form can have up to 20.

Select Add field and pick a type: Text, Number, Date, Single choice, or Multiple choice.
Fill in the field's settings (below). Each field has actions to move it up or down and to remove it; the form asks the questions in this order.

Setting	Applies to	What it does
Label	All	The question the customer sees. Up to 60 characters.
Type	All	The kind of answer.
Help text	All	A hint under the field. Up to 160 characters.
Required	All	The customer can't submit without answering.
Character limit	Text	1 to 500. Left empty, the limit is 200.
Allow several lines	Text	A larger box for longer answers.
Minimum / Maximum	Number	Bounds on the answer. Left empty, there's no limit.
Whole numbers only	Number	Refuses decimals.
Earliest, in days from today / Latest, in days from today	Date	The window of dates a customer can pick, from 0 to 365 days ahead.
Options	Single choice, Multiple choice	One per line. Up to 50, each up to 80 characters, no repeats.
Show only when	All	Shows the field only when an earlier choice field has one of these answers. Left at Always shown, the field always appears.
Copy to order	All	Also copies the answer to Reference ID, Item count, Dropoff instructions, or Pickup instructions on the order. The answer is still kept with the order's form answers.
Saved as	All	The answer's name on the order. Lowercase letters, numbers, and underscores, starting with a letter; up to 40 characters.

A few rules for Copy to order:

Reference ID takes a Text, Number, or Single choice field. Only one field can copy to it.
Item count takes a Number field with Whole numbers only and a Minimum of at least 1. Only one field can copy to it.
Dropoff instructions and Pickup instructions take any field, as a Label: answer line. Several fields can copy to them.

Saved as follows the label until you save the field or type your own name. Changing it later doesn't move answers already saved on orders under the old name.

Form text puts the form in your own words. Leave any of these blank to keep the form's default:

Setting	Default	Limit
Intro — a line under your name at the top of the form	None	200 characters
Dropoff heading	Dropoff	40 characters
Recipient heading	Recipient	40 characters
Details heading	Details	40 characters
Submit button	Get quote, or Submit request on a review form	40 characters

Appearance

Setting	What it does
Look	Classic (a card on a soft page), Minimal (no card, more space), or Bold (your brand colour across the top).
Brand colour	Used for buttons, the focus ring, and Bold's top band. The swatches are the brand colours from your portal and tracking page, or pick a Custom colour as a hex value. Use the Nash teal clears it.
Corners	Sharp, Rounded, or Pill.
Display name	The name at the top of the form. Up to 80 characters. Left empty, your tracking page name is shown, then your organization name.
Logo URL	An `https://` link to your logo. Left empty, your tracking page logo is shown.

Anyone with the link sees the display name and logo.

The preview beside the drawer shows each choice as you make it. Switch its Screen between Form, Quote, Booked, and Received, its Device between Desktop and Phone, and its Colour scheme between Light and Dark. The preview appears only when the window is wide enough to show it beside the settings.

Defaults and limits

Setting	What it does
Package value	Applied to every order from this form. Starts from your organization's default.
Tip	Applied to every order from this form. Starts from your organization's default.
Max total per booking	The most a single booking can cost, including driver price, Nash fee, and tip. Must be higher than the tip. Applies to quote and book only.
Max orders per day	Bookings or review requests allowed in any rolling 24 hours. A whole number from 1 to 500.

Amounts are in your organization's default currency.

Turn the form on or off

Use the On/Off switch on the card. It saves immediately — it isn't behind the page's Save changes bar.

If the form isn't ready to take orders — it's never been saved, or a setting no longer passes, such as no pickup location or dispatch strategy — turning it on opens the drawer with Finish the setup to turn the form on. Saving turns it on. Complete the setup and select Save.

Turning the form off keeps its settings and links. Customers who open a link while it's off see that the form isn't available.

Share the form

Once saved, the card shows a summary of the form — Requests, Pickup locations, Dispatch strategies, and Look — and two tabs: Share and Embed.

Copy a link or a QR code

The Share tab lists the form's Links: a General link, then one link per pickup location. A per-location link fixes the pickup to that location.

Each link has three buttons: open it in a new tab, show its QR code (with Download SVG for print), and copy it.

Set an access PIN

Under Access PIN, select Set PIN and enter 4 to 8 digits. Customers must enter it before they can use a link. Change PIN replaces it; Remove PIN asks you to confirm, then lets anyone with the link use the form.

Changing or removing the PIN makes anyone using the form right now enter the new PIN (if there is one) and get a new quote.

The PIN protects the links only. It doesn't apply to a form embedded on your own site.

Rotate the link

Select Rotate link… and confirm. The form gets a new link, and old links stop working immediately — the general link and every per-location link, including printed QR codes. An embedded form picks up the change on its own. Share the new links once the card shows them.

Embed the form on your site

The Embed tab gives you a snippet that puts the form on your own website. Pick a Store to fix the pickup to one location, or leave it on All stores, then copy the snippet.

The embedded form needs the same setup as the other widgets:

Add your site to the allowed origins — see allow the sites that can embed your widgets.
Issue a widget credential for your backend — see issue and manage embed credentials.
Have your developer add the session endpoint the snippet calls on your backend, which exchanges the credential for a session.

Anyone who can reach that endpoint can get a session and book within the form's limits, so keep Max total per booking and Max orders per day low on a public page, or put the form behind your own sign-in.

Find the orders it creates

Booked orders are dispatched as soon as the customer books, and appear in Orders and Deliveries with Created By reading Order intake form.
Review requests wait in Orders for your team to dispatch. Nash doesn't alert anyone when one arrives.
The customer's reference is the order's External ID, starting with intake-.
Custom field answers appear under Form answers at the top of the order's Delivery Details tab.

If someone else changed the form

If another person saved the form while you had the drawer open, saving shows Someone else changed this form. Reload to see their changes. Select Reload to load their version — your unsaved edits are replaced.