How to Collect Event Details and Redirect Clients to Purchase in PhotoBiz

Overview

PhotoBiz allows you to streamline your booking or registration process by collecting client details through a form and then guiding them directly to complete a purchase or booking. This workflow is ideal for events, mini sessions, workshops, or any service that requires information before checkout.

In this guide, you will create a purchase or scheduling page first, then build a form that redirects clients to that page. By the end, your clients will be able to complete a form and automatically continue to purchase or book.

Prerequisites

Before getting started, make sure:

You have access to your PhotoBiz account
Your ECommerce store or Scheduler is set up

STEP ONE

Log into your PhotoBiz account and click on WEBSITE in the left-side menu. Open the page where you want clients to complete their purchase or booking, or create a new page.

Add the appropriate block to this page:

Use a Products Block if you are selling limited quantities
Use a Scheduler Block if clients will book a service

Click SAVE to apply your changes. Copy the URL of this page from your browser. You will use this link in your form redirect settings.

STEP TWO

Click on FORMS in the left-side menu. Click NEW FORM to create a new form, or select an existing form you want to use.

Add the fields you need to collect event or booking details, such as name, email address, phone number, and any custom questions.

Click SAVE to store your form.

If you need help creating your form, see: How To Create A Custom Form on PhotoBiz

STEP THREE

Click on the SETTINGS tab within your form editor.

Locate the Redirect URL option and paste the page URL you copied earlier. This ensures clients are sent directly to your purchase or scheduling page after submitting the form.

Click SAVE to apply your changes.

For more details on redirect settings, see: How To Set Up A Confirmation Page For Forms

STEP FOUR

If you are selling tickets, click on ECOMMERCE in the left-side menu. Hover over SELL ONLINE and select PRODUCTS.

Click NEW PRODUCT to create your ticket. Enter a product name, price, description, and any relevant details.

Click SAVE to create your product.

If you are using Scheduler, confirm your service is already created and available in your Scheduler settings.

STEP FIVE

If you are selling tickets and need to limit availability, open your product and locate the Inventory settings.

Enable inventory tracking and enter the maximum number of tickets or spots available. This prevents overselling.

Click SAVE to apply your inventory limit.

To learn more, see: Selling Products with Limited Quantities

FINAL STEP

Test your full workflow by submitting the form. Confirm that you are redirected to the correct page and can complete the purchase or booking.

When complete, your clients will fill out the form, be redirected automatically, and finish their purchase or booking in one smooth process.

Additional Options or Helpful Notes

Recommended Setup Tips

Use clear naming for your form, product, and page to stay organized
Add a confirmation message on your form so clients know they will be redirected
Keep your purchase or scheduling page simple and focused

When to Use This Workflow

This setup works well for:

Mini sessions
Workshops or classes
Event registrations
Ticketed events
Appointment-based services using Scheduler

Troubleshooting or FAQs

The form is not redirecting after submission

Make sure the Redirect URL is entered correctly and includes the full page URL (including https://).

Clients are not seeing the product or scheduler

Confirm that your page includes the correct block:

Products Block for products
Scheduler Block for services

Tickets or spots are overselling

Verify that inventory tracking is enabled on your product or that your Scheduler service has availability limits set.

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How to Collect Event Details and Redirect Clients to Purchase in PhotoBiz