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Patient Copilot Help Center

How to Add a One‑Step Order Form to a Funnel

This article walks through adding and configuring a One‑Step Order Form in a Patient Copilot funnel. You’ll attach products and prices, configure fields (contact, shipping, payment) and enable options like Cart Mode, Order Bump, and Coupon Codes. * * * ## What is a One‑Step Order Form? One‑Step Order Form places all checkout fields, such as contact, optional shipping, product selection, and payment, on a single screen. It’s ideal for low‑friction offers, returning customers, and mobile‑first flows where fewer taps matter. Compared with a two‑step layout, it removes navigation but increases on‑page density so keep only essential fields and use clear labels. One‑step forms support one‑time and subscription prices. * * * ## Key Benefits of One‑Step Order Forms - Speed to Purchase: Reduces clicks by consolidating checkout into one page. - All Details Visible: Buyers can confirm products, totals, and payment at a glance.