Set up Next Steps

How to set up Next Steps to move your client along your onboarding experience

Meredith avatar
Written by Meredith
Updated over a week ago

Next steps functionality helps you customize and control what happens after your client performs an action on your site, such as making a payment or submitting a form.

The following Next Steps are possible:

  1. None - stay on the same page and only display the success message

  2. Complete a form - go to the selected form

  3. Schedule an appointment - go to the selected scheduling form

  4. Make a payment - go the the selected checkout page.

  5. Redirect to another page - go to the specified section / page / URL / media

After selecting the Next Step you'd like, make sure to provide next step details by specifying the target such as Add form / Add scheduling form / Add payment details / Add redirect.

  1. For this example, we will select Schedule an appointment since this is a common next step after a client completes a payment.

  2. Select the scheduling form from the list or create a new scheduling form by clicking Add new form. Then click Save.

If you have questions, get in touch with the team by sending an email to

Did this answer your question?