What a cake order form should ask
Custom cakes need more questions than a bake sale order. Most bakers end up asking for the same things:
- Name, phone number and email, so you can reach the customer about the order.
- The date of the event, the day and time of pickup or delivery, and an address if you deliver.
- Size or number of servings, flavor, filling and icing.
- The wording for the cake, and a reference photo of the design they have in mind.
- Allergies and dietary needs.
- The price, the deposit and what is still owed.
Keep the form short for simple orders such as a dozen cupcakes, and ask more only when the cake is custom. Every extra question is a reason for a customer to leave the form unfinished.
Make allergies a required question
An allergy mentioned in passing is the detail most likely to go missing. Put it on the form as a required question, with "none" as a valid answer, so you always know the customer was asked and answered. It also gives you a record to point back to.
Deposits and what counts as a booking
Many bakers treat a cake as booked only once the deposit arrives, and ask for around half the price up front on custom work. Whatever you choose, write it on the form next to the price, along with what happens if the customer cancels. A rule stated before the order is easier to stand behind than one explained afterwards.
Keep a clear line between asked to pay and paid. Mark a deposit as received when you have seen the money in your account, not when a customer says they sent it.
Orders change, so keep one version
Customers add a tier, move the date or change the flavor. The risk is not the change, it is acting on an old message. Make changes on the order itself instead of in the chat, so there is one place where the current date, size, wording and balance can be read.
When a spreadsheet stops being enough
A spreadsheet works for a few orders a week. It starts to strain when customers want to see where their cake stands, when deposits need checking against your account, or when you are copying details out of chats by hand. At that point the form, the list of orders and a page for the customer are worth having in one place.