How to Create and Edit an Order

An order is a convenient tool for managing access to products. It can be created automatically during a participant’s purchase process or manually — in cases where custom terms are needed.

There are often situations where standard course settings don’t suit a specific client: someone may ask to extend the access period, another may need to turn off practice assignments, and some may make payments in installments. You can easily edit the order and customize each participant's terms in such cases. You can read more about what an order is in this article.

All created orders can also be conveniently viewed and managed in a separate menu: CRM → Orders, where a complete list with filters and search is available. If you have multiple products or directions, you can use several funnels — for different types of clients or projects. More details about the appearance of the orders section can be found at the link.

Creating an Order

An order contains all the access conditions for a course or product: what was purchased, at what price, duration, and other related information. In most cases, the order is created automatically — when the client visits the offer page or purchases through a form. These orders indicate which offer they were made from.

However, an order can also be created manually. This is convenient if you want to grant access without a purchase, apply custom settings, or work with the client manually.

To create an order manually:

Go to CRM → Orders

And click +Order

Or open the participant’s contact card, go to the Orders tab, and click +Order.

To ensure everything works correctly, it is essential to fill in several key fields:

1. Fill in General Parameters:

• Funnel – You can leave the default funnel unchanged, or select the desired one from the list if there are multiple.

• Status – Usually set to New initially, but you can select from other available statuses within the chosen funnel.

• Payment – Remains Unpaid until a payment is created and completed within the order.

• Type – Regular, if there are no special conditions.

• Manager / Responsible – (Optional) Specify responsible persons if needed.

• Comment – (Optional) Add useful information (e.g., reason for manual creation, client interaction notes, etc.).

2. Select the Client

In the Client field, click Select.

Then choose from the list of existing contacts or add a new one.

3. Specify the Application Currency

Select the required currency if the access is paid.

4. Add a Product

Add the relevant product to the order to grant the participant access to a course or other material.

In the Product section, click + Add to select a course or other product.

In the selection window, choose the product and configure the access conditions:

Access content after:

• Immediately after payment – access is automatically activated upon payment.

• From a specific date – a fixed date and time for access start is set.

• N days/months after payment – access starts individually based on the payment date.

Access duration:

• Until a certain date

• For N days/months

• Lifetime access

Price – Enter the product price (currency is pulled automatically from the order settings).

Lesson access – You can grant full access or restrict to specific modules/lessons.

Lesson release delays:

• As set in course – use the delay settings defined in the course.

• Cancel all delays – all lessons are available immediately.

• Override delays – set your schedule for lesson release.

Checkpoints (Milestones) – You can configure and enable them within the order to monitor gradual progress with practical tasks or disable them to provide full access at once. 

Practice pass:

• As in course – adheres to course settings.

• Cancel all practices – removes all task requirements.

• Override – sets your practice tasks for this order.

Access to comments – Enable or disable the ability to comment within the course, if comments are enabled.

Certificate issue – Specify whether a certificate should be issued and under what conditions.

5. Add a Payment

Each order allows the addition of both paid and unpaid payments.

Even if the order is created manually, an unpaid payment can be created so that the client can pay it.

In the Payments section, click + Add:

In the payment creation window, pay attention to the key fields:

Payment status — the toggle should remain red next to Unpaid if payment has not yet been received. The platform will generate a payment link if the payment hasn't been made.

Payment type — does not affect technical logic but is useful for analytics. Options:

• Regular — standard payment.

• Prepayment — if the order is split into parts.

• Additional payment — for subsequent payments after the main one.
  

Close access to products by order — select No if this is the first order or additional payment, and you do not want to restrict access to the product immediately after creating the payment.

Schedule on date — you can keep the current one or set a future date if the payment is scheduled later.

Cost — enter the exact amount. The currency is pulled automatically from the order.

Order status — choose Bank Transfer for platform payment processing.

Payment system — select the connected integration (e.g., WayForPay, Stripe, etc.).

After saving, the payment will be added to the order, and an active payment link will appear on the page. It can be Copied and sent to the student by any convenient method.


Alternatively, you can email notifying you that a payment has been added.

After the client pays via this link, the payment status will automatically change to Paid. If payment is received by another method, the status can be updated manually and a comment added.

Editing an Order

You can edit any order — whether it was created automatically during the purchase process or manually through the CRM. This is especially relevant if a client makes an additional payment, wants to change access dates, etc.

Note: If you need to extend or temporarily freeze access to a product, you do not need to open the order. Here are some helpful guides:

How to change the expiration date of the course

How to extend access to the course

How to “freeze” access to the course

If you need to make other changes, follow the steps below:

1. Where to Find an Order for Editing

To open an order for editing, go to CRM → Orders.

Then locate the desired order in the funnel — for example, using search or filters.

Alternatively, open the contact card of the relevant participant and go to the Orders tab.

2. How to Open an Order for Editing

To edit an order, click on the order number or the icon next to it. A full order form will open, where you can change most parameters.

3. What Can Be Changed in an Order

Once the order is open, you can change any added product: extend access duration, change the start date, set or remove content release delays, disable checkpoints, or remove the requirement for completing practical tasks.

Important: If you edit an order that was automatically created from an offer, the system generates an individual copy of that offer. The title will include the label Copy system. From then on, changes to the original offer will not affect this order — the client will have their own custom access settings.

For example, if a participant needs more time — simply extend the content access duration.

You can also disable checkpoints (turn the switch red) for a specific student if you want to make practices optional.

You can limit or grant access to specific lessons, or, alternatively, set no restrictions. You can also allow or restrict access to comments, and so on.

In addition to editing access settings, you can also edit payments within the order.

For example, if a payment was made outside the platform, you can manually mark it as Paid and add a comment. Or, if changes in access settings involve additional payment, you can create a new unpaid payment.

Note: If you need to change access for multiple participants at once — it’s better to edit the offer/tariff, not individual orders. This is convenient when the change applies to a whole group. More info here. 

All changes are saved automatically and applied immediately. This allows you to quickly adapt orders to meet each client’s needs.

Understanding how to create and edit orders enables you to manage access to your products efficiently. You'll be able to respond quickly to client needs, automate workflows, and remain flexible in non-standard situations.