Em-Jae Lam Avatar

Em-Jae Lam

My Catering Group - Internal Ordering Form

Posts
Support
Hello, I am trying to change the name of the form account. My form is titled My Bistro - Museum of History Menu, and I want to change it to My Bistro - Internal Ordering Form. I could not find a field to change this option, and whenever I try to access the form, it always has My Bistro - Museum of History Menu as the header. Could you please assist?
Hi Em-Jae, To change the name that appears in the header of your form, you need to update the Title in the Theme settings. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, click on the profile name in the top right corner > click Change theme > The Theme settings page will be displayed in the Preview page > click Page > Enter the preferred text in the Title (header) option and click Save. Please note that the header, footer, logo and theme settings are for your account and it will be applied to all the forms you create using your account.
Wed May 22 2024
Hello, I am trying to edit my form, but it says it was closed. I don't know how to access it at this point.
When you close your form in Neartail, users will not be able to view the form or submit their response, but you can edit the form and manage responses. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on form title to select it > click on the gear icon next to the form title > Form settings will be displayed > click Advanced > uncheck Close this form option and click Save. Note: If you have closed your form in Google Forms, then you will not be able to edit the form or view the responses in Neartail. Open your form in Google Forms > click Responses > enable Accepting responses option > click on the addon icon > click More options > click Update or Customize to sync the changes with Neartail.
Thu Jun 13 2024
Hello, I wanted to know if I connect a payment method, such as Stripe, to my Neartail form how I would be able to process a refund?
If you have enabled the Stripe payments in your form, you can use one of the two options below to refund the payment. Neartail Orders Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the order to view the details > In the payment section, the stripe transaction id will be displayed > click on this link to open the transaction in the Stripe dashboard > click on the refund option in the top right corner > enter the amount, select a reason and click Refund. Stripe Dashboard Login to Stripe > click Payments > list of transactions will be displayed > click on the transaction to view the details > click on the refund option in the top right corner > enter the amount, select a reason and click Refund.
Mon Jul 08 2024
Hello, I am trying to change the email address associated with my primary account on Neartail. Could support please reach out to me and assist me with this?
The subscription is linked with the email account used to subscribe to the paid plan. Only that account can be used to customize the form and collect responses. We do not have the option to transfer subscriptions. If you would like to use a different email account, you can subscribe to the paid plan using the preferred email account and then cancel the existing subscription.
Sun Jul 14 2024
I have an issue where clients will click on the shopping cart icon while adding items and then click the checkout button; however, they are brought back to the first page of the form. Is there any workaround for this issue?
The first page in the form with the required fields will be set as the checkout page by default. You have added the required fields in the home page. That's why it is set as the checkout page. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, click on the 9 dots grid icon on the bottom right corner at the end of a section (see screenshot below) > select the preferred page for the "Configure the checkout page" option and click Save.
Thu Jul 25 2024