Troubleshooting Sticky Contact Issues in Funnels

Resolving Sticky Contact Problems with Forms and Calendars

When you add a form and a booking calendar to pages within your funnel, the CRM uses a feature called 'sticky contacts' to automatically fill a contact's information from the form into the calendar. If this feature isn't working, it's almost always due to a mismatch in how the form and calendar are implemented on the page.

Solution: Use Matching Implementation Methods

For the sticky contact feature to function correctly, the form and the calendar must be added to your funnel page using the same type of element. You have two options:

• Use CRM Elements for Both: Insert both the form and the calendar using the dedicated form and calendar elements provided in the funnel builder.
• Use Custom Embeds for Both: If you need to use custom HTML or JavaScript code to embed one component, you must use the same custom embed method for the other component as well.

Mixing these methods—for example, using a native CRM form element but embedding the calendar with custom code—will prevent the sticky contact data from passing between them.

To fix the issue, review your funnel page and ensure both the form and calendar are implemented consistently. Update one of them to match the method used for the other.