Who This Is For / When to Use
Use this article if you want to customize the booking flow for a calendar, collect lead information before scheduling, or control how users progress through the booking widget.
What the Booking Widget Controls
The booking widget is the step-by-step flow a user sees when scheduling an appointment.
It can include:
Form fields
Date & time selection
Payment collection (if enabled)
The order of these steps affects user behavior and lead capture.
Supported Booking Step Order Rules
Booking widget steps follow these rules:
Form and Date & Time steps can be reordered
Payment always remains the final step
At least one step must appear before payment
This ensures payments are never collected before required booking information.
Accessing Booking Widget Settings
Go to Settings → Calendars.
Edit the calendar you want to update.
Open the Forms & Payments tab.
Reordering Booking Widget Steps
You can rearrange the order in which users complete the booking steps.
Steps:
In Forms & Payments, locate the Booking Steps section.
Drag and drop steps to change their order.
Ensure Payment remains last.
Click Save.
Common Booking Step Configurations
Collect Lead Information Before Scheduling
Place the Form step before Date & Time.
This allows you to:
Capture lead details even if a booking is not completed
Follow up with users who abandon the booking flow
Prioritize Date & Time Selection
Place Date & Time before the Form step.
This is useful when:
Appointment availability is the primary concern
You want users to confirm time before entering details
Payment Step Behavior
If payments are enabled:
Payment always appears as the final step
Payment order cannot be changed
Booking is not confirmed until payment is completed
If payment fails, earlier steps may still capture form data depending on configuration.
Important Notes
Booking widget configuration is calendar-specific
Changes apply immediately to the booking link
Reordering steps does not affect existing appointments
Common Issues and Fixes
Payment step cannot be moved
This is expected behavior. Payments are always the final step.
Changes do not appear on the booking page
Ensure you saved changes and are testing the correct calendar booking link.
FAQ
Can I move the payment step earlier in the booking flow?
No. The payment step is always fixed as the final step.
Can I use the booking widget without payments?
Yes. If payments are disabled, only Form and Date & Time steps are shown.
Does step order affect lead capture?
Yes. Placing the Form step first allows you to capture information even if the booking is not completed.
Is booking widget configuration shared across calendars?
No. Each calendar has its own booking widget configuration.