It's a tricky one. They've previously said to several people they don't have to commit until after a test drive, if that's what they want. For people already at "Checkout" that doesn't seem to have been mentioned by Lotus, but I assume it's still an option. Does that delay your build, or will Lotus take a gamble and build your car but wait for you to confirm post test drive?
The parts lead times and production scheduling are so complicated, it doesn't seem very easy to delay a build by a month. So anyone deferring due to test drive or changes to spec will probably find their car gets built but then offered to someone further down the queue, like the cancellations. Or they'll become the second dealer demo car.
With UK demos further delayed into Oct it looks like there will be a larger group being contacted about the checkout process before test drives are available.