Viewing Form Submissions and Resubmitting Forms
Once a form is submitted, you can view the form submission. If a mistake was made on a form submission, the form submission can be deleted. This allows the form to be resubmitted.
Link copiedViewing form submissions
To view form submissions, you must be an Admin user, or you must have the 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.
Link copiedAppointment details
In the appointment details, select a form submission to view the details.
Link copiedClient timeline
On the client timeline, locate a form submission and select Show details to view the details.
Link copiedForms app
The Forms app lists all client, staff member, and external form submissions. Select a form submission to view the details.
Link copiedResubmitting forms
Staff members can save their progress on a form before submitting the form.
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. This allows the form to be resubmitted. If a client form submission is deleted, the form will be included again in automated messages.
To delete a form submission, select Delete from the "..." menu.
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