Set up Next Steps

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

Written by: Madeline B.

Last updated: 15th July 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.

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

Editing your next step:

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`

3. Then click `Save`

Have a question? If you have questions, get in touch with the team by sending an email to hello@b12.io.