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Layout, steps and pickers

Choose which steps customers see, how they are laid out, and how times are shown.

The Layout tab decides what a customer walks through — which steps appear, in what order, and how the form is furnished around them. Open BookedCustomisationBooking Form, press Edit on a form, then click Layout. Nothing here reaches your live site until you press Save form.

Choose which steps customers see

The Steps & order card holds the three choosing steps: Location ("Which branch"), Service ("What they're booking") and Team member ("Who they see"). Arrows reorder them, switches drop the ones you don't need. Date & time and Your details are always last and cannot be moved or removed.

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Default form

[get_booked]
Reset to defaultSave form
PresetsStyleLayoutConvertCode

Steps & order

↑ ↓
Location
Which branch
↑ ↓
Service
What they’re booking
Always on
↑ ↓
Team member
Who they see
Service picking Category then serviceSingle list
Staff names FullFirst only
Show location step Let customers choose staff Show a map on the location step

Layout › Steps & order, on the Default form.

  • 1Move up / Move down — reorders the three choosing steps. The running summary lists rows in this same order.
  • 2Always on — the Service step has no switch. It can be moved, never removed.
  • 3Team member switch — off means staff are assigned automatically. Same setting as Let customers choose staff lower down the card.
  • 4Service pickingCategory then service adds a "What are you booking?" step first: worth it once your menu is long, but with a handful of services that extra click costs you bookings. Single list drops that step and shows every service in one list under category headings.
  • 5Show a map on the location step — greyed out until Show location step is on. It embeds a map under each branch, built from the address you entered under Locations.

Booked also drops steps on its own when there is only one sensible answer: the location step disappears when only one branch can take the booking, and the category step when only one category has bookable services — even though both settings still read as on. The team step is the exception. It still appears when only one person can do the job, showing "Any available" plus that one name; switch Let customers choose staff off to skip it.

Turning off the location step does not ask the customer anything

With more than one branch, switching Show location step off silently sends every booking to the first matching branch — customers are never told which site they are coming to. Only turn it off if you have one branch, or if that form belongs to one branch and you accept where the bookings land.

Staff names set to First only shows "Priya" rather than "Priya Sharma" on the team step and in the summary — friendlier for a salon, less so for a clinic. The map is a third-party embed, so check it against your cookie policy first.

Structure: progress, rails and the summary

The Structure card holds the form's furniture — the step indicator, where the steps sit, the running summary, how options are drawn, which date picker customers get, heading alignment, spacing and width.

Structure

Progress DotsPillsNumbersBarNone
Steps position TopLeft rail
Rail style PlainGrey blockDark block
Summary SideTopHidden
Options CardsList
Date picker DropdownCalendar gridWeekNext freeClinic
Headings LeftCentered
Density CompactComfortableSpacious
Max width 960px

Layout › Structure, with Steps position set to Left rail.

  • 1ProgressDots, Pills and Numbers draw a step indicator. Bar replaces it with a slim bar reading "Step 3 of 6" plus the step's name. None hides it. Completed steps stay clickable.
  • 2Steps position and Rail styleLeft rail moves the steps and the running summary into a left column. Rail style only appears once Left rail is picked: Grey block tints it, Dark block paints it with your Text colour.
  • 3Summary — the live receipt of what has been chosen. Side, Top or Hidden. Rows follow your step order and end with a Total once a service is chosen, plus Deposit due today where one applies.
  • 4Date picker — five ways of showing your availability. See the table below.
  • 5Max width — caps the widget between 560px and 1200px in 20px steps; it centres inside whatever container it sits in.

Options is the sleeper here: a single bordered list is far faster to scan once you offer more than about six services. Hiding the summary shortens the form but removes the reassurance of seeing the branch, the service, the duration and the total sitting there before confirming — hide it only on very short flows. On a phone the left rail collapses above the content, so check both previews.

The five date and time pickers

Whatever you pick, the times are real availability and only free slots are ever shown — the form never reveals who is booked. Most styles group a day's times into Morning, Afternoon and Evening; Next free is the exception and lists each day's times in one run. Times print in 24-hour or 12-hour form per Settings Region & currencyTime format.

StyleWhat the customer seesBest for
DropdownA date field that opens a small calendar, then that day's times underneath.The safe default. Compact, works anywhere.
Calendar gridA month calendar always on screen, a dot on every open day, quiet days dimmed.Patchy availability — people can see which days are worth trying.
WeekSeven days in a row with a slot count under each ("4 slots" / "—"), and arrows.Busy diaries where most days have something free.
Next freeUp to five open days, each with its times listed inline, no clicking about.Fewest taps of any style — booking people in fast.
ClinicThe calendar grid plus an "Earliest we can see you" banner with a Take it button, and Today / Tomorrow / "This Friday" quick chips.Urgent services — flu jabs, blood pressure checks.
Two names that catch people out

Dropdown is not a plain list box — it is a date field with a calendar popover; the always-visible month calendar is the separate Calendar grid. And Next free only looks two weeks ahead, so a shop booked further out sees "No availability in the next two weeks. Please contact us." even though later dates are free. If you book weeks ahead, use Calendar grid or Week.

For services with group bookings, "How many people?" comes before the date and time — a party of three needs a longer appointment, so availability can only be worked out once the number is known.

What the customer ends up with

The same form on the front end, with Left rail, a side summary and Cards options.

yourpharmacy.co.uk/book
Location
Service
3Team
4Time
5Details
LocationBramhall
ServiceTravel health
Duration30 min
Total£25.00

Choose a team member

Any availableBook the earliest free slot
Priya SharmaPharmacist · travel health
James WhitfieldPharmacist
Aisha KhanPharmacy technician

The live form: steps and summary in the left rail, options as cards.

  • 1The step rail — completed steps are ticked and clickable, and a Back button sits on every step except the first.
  • 2The running summary — inside the rail, because Steps position is Left rail. Before anything is chosen it reads "Your appointment details will appear here as you go."
  • 3Options as cards — "Any available" is always first on the team step. Switch Options to List and these become one divided list.

What quietly overrides your layout choices

These are the usual reasons a setting "won't stick".

  • Hero card forms ignore most of this tab. The summary is hidden, the template is Panel, density is Compact, the picker is Week, options are a List, and the width is capped at 460px — because the type exists to fit a narrow column.
  • Short form forms ignore even more — progress, summary, date-picker style, density, heading alignment and max width all do nothing. They follow only your colours, fonts, shapes and Service picking.
  • The Simple template is capped at 640px however far you drag Max width.
  • Switching the template back to Classic does not undo what Panel or Simple changed — Frame, Summary, Progress and Options stay where they were put, along with the 640px width and 14px corner radius Simple sets. Put them back by hand, or use Reset to default.
  • Applying a preset rebuilds the whole Structure card from that preset's own defaults — progress, summary, options, date picker, density and width all move. Your Steps & order choices survive. Pick the preset first, then do the structure work.

Preview, then save

  1. Watch the live previewThe right-hand pane renders the real widget with your real services. Switch between Desktop and Mobile — most people book on a phone.
  2. Click all the way through itIt never creates a booking; it ends on a confirmation showing the reference "GB-PREVIEW", and no email is sent.
  3. Press Save formNothing auto-saves; leaving the screen loses every change. Reset to default only resets the editor — the live form is untouched until you save.
The preview is scaled down

It draws the form at a fixed design width then shrinks it to fit the pane, so buttons and time slots look smaller than they really are. Before committing to Compact density or a narrow width, open the real page on a real phone.