Build the shortest useful form
Use Form to collect only the information needed for the next step. Explain what happens after submission and include any consent language required for the communication you plan to send.
Connect the next action
Use Book & pay for supported booking and payment actions. Verify the connected calendar, availability, destination, offer, amount, and confirmation experience.
Submit the published flow with company-controlled test details on both desktop and mobile. Confirm the contact appears once, the source is correct, the appointment or payment goes to the intended account, and no unintended automation starts.