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Best practices for the Summary page in Forms
Best practices for the Summary page in Forms

Learn when and when not to include the Summary page in Forms

Nitu Kaur Sabbharwal avatar
Written by Nitu Kaur Sabbharwal
Updated over a week ago

WHAT IS A SUMMARY PAGE

A summary page is the second last page on the form before the booker confirms their registration providing a quick summary of completed fields. In Qondor, the summary page provides an overview of:

  • The booker's personal details/participant information

    and depending on the content of your form, may also include the following:

  • Details and prices of any products or services they have booked or declined (for e.g. accommodation, flights, workshops, activities, etc.)

  • Billing address (if payment is enabled on the form)

  • Terms and conditions

The booker has the opportunity to review their details and selections before accepting the terms and conditions, and confirming the registration. ⬇️


WHEN TO HAVE A SUMMARY PAGE

Forms with various fields, several steps/pages, products/services to select from, payment options or terms and conditions.

It might be that bookers have to complete various fields or several pages in a form, so it is a good idea to allow bookers to review their details before they submit their data. Scenarios may be for destination trips requiring flights, full events including accommodation, all day meetings with workshops/seminars, and so on. Thus, summary pages provide the following values:

  • Ensure accuracy of the data Project managers collect. Having to contact registrants to correct errors is a hassle.

  • The booker gets an overview of what they have selected and are paying for, providing transparency.

  • Less clicking back and forth between the form pages to check what has been booked, improving the booking experience.

  • Bookers must accept essential terms and conditions likely to protect your business and reassure bookers to book/purchase the products/services.



WHEN A SUMMARY PAGE IS NOT NEEDED

Forms with one step/page or fewer fields, forms without payment or terms and conditions.

In single page or simple forms, for example: name registration forms, small breakfast meeting, online webinars, contact forms/request for proposals, or evaluation forms, the summary page may not be required. If there isn't a need to have questions with dependencies, payment, or terms & conditions, your Form might only need a Personal Details page. In these cases, as a booker, there usually isn't a need to have a Summary page reviewing the data they have just inputted.

Removing the summary page in a Qondor form provides the following value:

  • Reduce clicks to give the booker a quicker route to completing the form.

  • Fast and easy registration for the booker increasing form conversions.

Example of summary page disabled on the Form and how it looks for the booker. ⬇️


HOW TO DISABLE THE SUMMARY PAGE

By default, the Summary page is enabled for all forms, but can be easily disabled if the following requirements are met in the project:

  • No payment in the form

  • No products or accommodation steps

  • No terms and conditions

  • No booking comment

To disable the summary page, go to Summary and uncheck the box ⬇️

💡Good to know

You can still enable participant categories and multibooking if the summary page is disabled.

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