Viewing Form Submissions
Once a form is submitted, you can view the details of the form submission.
Note: If a staff member has the Can access client's contact details permission disabled, they will not be able to view client emails and phone numbers on form submissions.

Appointment details
In the appointment details, select a form submission to view the responses.

Client timeline
In the client timeline, locate a form submission and select Show details to view the responses.

Form Submissions screen
The Form Submissions screen lists all client, staff member, and external form submissions. You can select each form submission to view the details.

If a client made a mistake on their form, they can resubmit it.

Can't find what you're looking for?
Start a chat with us to talk to a real person and get your questions answered, or register for one of our live webinars.