Written by: Madeline B. Last updated: 29 Dec., 2025 |
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.
You can choose one of the following actions:
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
Editing a Next Step
After choosing a Next Step option, you must select the destination for that action.
1. Open the form or payment section where you want to set a Next Step.
2. Under Next Step, choose the action you want to trigger.
3. Select the required details based on the option you chose:
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Add form
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Add scheduling form
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Add payment details
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Add redirect
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4. For this example, we will select Schedule an appointment since this is a common next step after a client completes a payment.
5. Select the scheduling form from the list or create a new scheduling form by clicking Add new form.
6. Click Save.