How to Create a Two Step Order Form in GHL

Traditional one-step checkouts can be intimidating. Picture it: a single page packed with name fields, shipping details, and payment info. It feels like a chore. That’s where the two step order form flips the script.

In GoHighLevel, you can now break the buying process into two smaller chunks. Step 1 collects the essential, usually just name, email, and maybe phone. Step 2 handles the product selection and payment.

This design isn’t just about looks, it’s about psychology. By easing customers in with a quick first step, you reduce friction. People are far more likely to continue once they’ve already started. And even if they don’t finish Step 2, you’ve got their details for a follow-up campaign.

For agencies, this update is gold. It means your client funnels are set up for maximum lead capture and conversions. It’s the same funnel, but smarter.

Let’s be real, checkout is where sales die. You spend money on ads, build funnels, drive traffic, and then half your buyers ghost you at the order form. Brutal, right? That’s why the two step order form is such a game-changer.

By splitting the process, you create micro-commitments. When someone fills out Step 1 with just their name and email, they’ve already taken action. That small “yes” makes it more likely they’ll say “yes” again on Step 2 with their payment.

Here’s the bonus: even if they abandon the payment step, you still win. Why? Because you’ve already captured their details. That means you can trigger an automated email, SMS, or retargeting sequence in GoHighLevel to pull them back in.

Agencies love this because it proves ROI. Instead of losing a lead completely, you’ve got another chance to close. And for small businesses, it means higher conversion rates without changing ad spend. More buyers, less waste.

Setting up a two step order form in GoHighLevel is easier than most people think. Here’s how to do it from start to finish:

To start make sure you are logged in to your GoHighLevel sub-account.

The Main Menu on the Left side of your screen has all the main areas that you work in when using GHL.

1.1 Click on the ‘Sites’ Menu Item.

• Access the ‘Sites’ section of GoHighLevel.
  • You’ll now be in the ‘Sites’ section of GHL, where you can access the ‘Funnels’ section from the top menu.

1.2 Click on the ‘Funnels’ menu link.

1.3 Choose the funnel you want to edit, or create a new one.

Here, you will add a new step to your funnel where your customers will use the two step order form.

2.1 Click the button labeled ‘Add New Step or Import.’

2.2 Name your page, perhaps something like “Two Step Order Form” to make it easy to remember.

2.3 Next, set the page path.

2.4 Click Create Funnel Step button to finalize the step details.

Before setting up the form, you must have a product for your customers to purchase.

3.1 Click on the ‘Products’ tab.

3.2 Click the ‘Add Product’ button.

3.3 Choose an existing product from your list.

3.4 Input your product name.

3.5 If you want, you can add a price display override.

• You can add more products by repeating the steps above.

Now that you have your products ready, it’s time to edit the page to add the two-step order form.

4.1 Go back to the ‘Overview’ tab.

4.2 Click the ‘Edit’ button to open the page builder.

The final step is to add the actual form to your page.

5.1 Find the ‘2 Step Form’ Element and drag it into your page builder.

5.2 To make any changes, go to the ‘Form Options’ section of the 2 Step Form settings. You can switch between Step 1 and Step 2 to edit each part of the form.

• Here, you can choose which essential fields you want to show and then customize your form.

5.3 Click ‘Save’ and then ‘Publish’ to make your funnel step live.

Once that’s done, your two step order form is live and ready to start pulling in sales and leads.

A two step order form works right out of the box, but a few smart tweaks can turn it into a conversion machine.

• Keep Step 1 short. Don’t overcomplicate it. Just grab name, email, and maybe phone. The more fields you add, the more chances people have to bail.
• Use progress indicators. A simple “Step 1 of 2” bar makes the process feel easy. People are more likely to finish when they see they’re almost done.
• Add trust builders on Step 2. Things like secure payment icons, testimonials, or a satisfaction guarantee help crush hesitation. Remember, people need reassurance before they punch in their credit card numbers.
• Don’t forget about automation. Set up an abandoned checkout workflow in GoHighLevel. That way, if someone drops off after Step 1, your system follows up automatically by email or SMS. It’s like having a built-in sales recovery team working 24/7.

Switching to a two step order form isn’t just a small tweak, it’s a shift in how you capture and convert customers.

• For agencies, it’s a way to prove results. Clients care about conversions, not clicks. By showing them higher checkout completion rates and more leads captured, you instantly look like the hero.
• For small businesses, it’s about efficiency. Every dollar spent on ads works harder when fewer people abandon the cart. Even if buyers don’t finish paying, you still have their info to market to later. That means more opportunities to upsell, nurture, and eventually close.
• Coaches, SaaS founders, e-commerce shops, anyone selling online can benefit. The beauty of two step order forms is their flexibility. They can handle digital products, services, subscriptions, or physical goods.

Bottom line: this feature gives you better conversion rates, more customer data, and a stronger foundation for growth.

Once you switch to a two step order form, the difference shows up fast.

• You’ll see higher checkout completion rates. By breaking the process into two small steps, fewer people feel overwhelmed, and more of them finish.
• Capture more leads. Even if someone doesn’t complete Step 2, you still have their email and phone number from Step 1. That means you can trigger automations, follow-up emails, retargeting ads, or SMS reminders. That bring them back to buy.
• Reduce abandoned carts. Instead of losing sales to distractions or second thoughts, you now have a safety net to recover them.
• Expect steadier sales growth. Over time, the extra conversions add up. Agencies can report stronger ROI, and businesses can scale without spending extra on ads.

If you’re still using a one-step checkout, you’re leaving money on the table. A two step order form is simple to set up, quick to launch, and proven to boost conversions.

The beauty is in the psychology. Step 1 feels easy, Step 2 feels natural, and by the time customers hit the payment screen, they’re already invested. Even if they don’t finish, you’ve got their info for follow-up.

For agencies, this is a chance to deliver more value to clients. For small businesses, it’s a way to get more sales without spending extra on ads.

So here’s the move: log into your GoHighLevel account, set up your first two step order form, and watch what happens. Then come back to GHL Growth Garage. We’ll keep dropping guides that help you win bigger.