Scheduling · 1 min read
Calendar Widget Step Order
You can change the order of the steps in the booking widget: the date and time picker, the form, and payment if it's turned on.
Putting the form first means you capture a person's details even if they leave before picking a time.
Change the order
- Go to Calendars > Settings and edit the calendar.
- Open Forms & Payments.
- Drag the date and time picker and the form into the order you want.
- Save.
This works with the current (Neo) booking widget.
How each order works
- Time first, then form: the visitor picks a time, fills the form, and books.
- Form first, then time: the visitor fills the form, which creates or updates the contact right away, then picks a time.
Payments
When payment is on, it's always the last step. The booking is confirmed after a successful payment.
Tip
Use form first for high-value leads, and follow up with a workflow if someone fills the form but doesn't book.