Create form with two tabs where the first tab collects contact info and the second tab collects payments.

  • Jason Benfer
    Asked on June 18, 2024 at 11:23 AM
    - Can you do a 2-step checkout, like in ClickFunnels where it looks like two tabs where the first tab collects contact info and the second tab collects payment?
  • Sidharth JotForm Support
    Replied on June 18, 2024 at 12:27 PM

    Hi Jason,

    To clarify, do you want to create a form with two tabs where one will collect the contact info and the other one will collect payment? You can create a multi-page form and add a Form Tabs widget to show tabs for each page. Let me show you how:

    1. In Form Builder, click on the Add Form Element menu on the left side of the page.
    2. Add a Form element for contact details. You can add Full Name, Email, and other elements. Create form with two tabs where the first tab collects contact info and the second tab collects payments Screenshot 50
    3. Add Page Break element to add a new page. Create form with two tabs where the first tab collects contact info and the second tab collects payments Screenshot 61
    4. Now, click on the Payment tab and add the Payment Element. Create form with two tabs where the first tab collects contact info and the second tab collects payments Screenshot 72

    Now, let us add the Form Tabs widget to show the tab pages.

    1. In Form Builder, click on the Add Form Element menu on the left side of the page.
    2. Click on the Widgets tab.
    3. Search for the Form Tabs widget, and click on it to add.
    4. Click on the Wand icon.
    5. Add the name of the tab for each page in the Tab Titles box.
    6. Finally, click on the Update Widget button.  Create form with two tabs where the first tab collects contact info and the second tab collects payments Screenshot 83

    You might also want to check out this guide about How To Create a Multi-Page Form With Jotform.

    Reach out again if you have any other questions.

 
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