Viewing and Downloading Form Submissions

Once a form is submitted, you can view the form submission and download or print it as needed. If a mistake was made on a form submission, the form submission can be deleted, allowing the form to be resubmitted.

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Viewing form submissions

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To view form submissions, you must be an Admin user, or you must have permission to view form submissions enabled in Staff Member settings. If a staff member has the Can access client's contact details permission disabled, they will not see client emails or phone numbers on form submissions.

You can view form submissions from the Forms app, appointment details, and client timeline, as shown below.

Forms app:

Appointment details:

Client timeline:

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Downloading and printing form submissions

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When viewing form submissions, you can download or print the form submission by selecting Download PDF or Print from the "..." menu.

You can also download specific images from a form submission by selecting the download icon on the image.

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Resubmitting forms

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Once a form is submitted, it cannot be edited. However, if a mistake was made on a form submission, the form submission can be deleted, allowing the form to be resubmitted.

To delete a form submission, select Delete from the "..." menu.

If you delete a client form submission, you can:

• Resend notifications to the client. These notifications will include the form for the client to resubmit.

• Select Send Request next to the form in the appointment details. This will send the form to the client via text message for them to resubmit.

• Have the client fill out the form in person.

If you delete a staff member form submission, the form will be located in the appointment details for the staff member to resubmit.