Settings → Booking Flow

The booking flow is the ordered list of steps the customer walks through. By default, it's seven steps — but you can toggle, reorder, or rename any of them, and add dynamic per-service steps.

Where to find it

Advik Booking → Settings → Booking Flow.

The default 7 steps

What each step does

Customising the flow

1. Open the Booking Flow tab
   You see a list of 7 step cards.
2. Drag to reorder
   Click and hold the handle on the left of a card, then drag up or down. The new order is saved automatically.
3. Toggle steps on/off
   Click the switch on the right of a card to disable a step. Disabled steps are skipped in the flow. The "Personal details" and "Payment" steps are locked and cannot be disabled.
4. Rename a step
   Click the title to edit it. The change is customer-facing — e.g. you can rename "Service Area" to "Where do you need us?" or "Date & time" to "Pick a slot".
5. Add a dynamic per-service step
   Click Add dynamic step. Pick a category (and optionally a sub-category), a title, and a service to attach. The step appears in the flow only for bookings of that service.

Dynamic per-service steps

Sometimes a single service has a question too important to bury. Example: a "Mattress cleaning" service that always asks How many mattresses? What size? Single or double? before the date picker.

Dynamic steps are added via Add dynamic step on the Booking Flow page. They're hidden from other services and can have their own item fields and their own price.

Locked vs editable steps

Conditional dynamic steps

A dynamic step can be conditional on a field value. Example: a Pickup instructions step that only appears if the Need pickup? checkbox on the previous step is checked.

To set this up, edit the dynamic step and set the Condition field to the relevant item field + value.