By default, people pick a date and time and then fill out your form. You can flip that so the form comes first. Putting the form first means you capture the family's name and contact details even if they leave before picking a time, so your team can still follow up.
This works only with the Neo booking widget style.
Change the order
- Go to Calendars > Calendar Settings and open the calendar.
- Go to Forms & Payments.
- Drag the Date & Time Selector and the Form into the order you want.
- Click Save.
What happens with each order
| Order | What happens |
|---|---|
| Date and time first, then form | The contact is created, the form is submitted and the appointment is booked all at once at the end. |
| Form first, then date and time | The contact is created as soon as the form is submitted. The appointment is created only if they go on to pick a time. |
Effect on workflows
- Form submission workflows: with the form first, they start right after the form is submitted. With the form second, they start only if the appointment is booked.
- Appointment workflows: start when the appointment is booked.
Common questions
- What if someone goes back and submits the form again? You will see more than one submission, and the contact is updated with the latest answers.
- A time is missing from the booking page but nothing is booked then. If your calendar takes payment, a slot is held for 10 minutes while someone is checking out. If they do not finish, the slot opens back up.
Have a question about your own account? Submit a ticket and our team will follow up.
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