Viewing Custom Form Submissions in the Appointment Sidebar

Overview

The View Form Submissions feature lets you see the responses from custom booking forms directly inside the appointment details sidebar. This eliminates the need to switch to the Forms module or search through contact records to find this information, creating a much more efficient scheduling process.

How to View Submissions

Navigate to Your Calendar

Start by opening the main Calendar section of your CRM.

Open an Appointment

Click on any appointment in your calendar view to open its details sidebar.

Locate the Forms Tab

If the appointment was booked using a custom form, you will see a Forms tab appear in the sidebar.

Review the Responses

Click the Forms tab to see all the submitted information. The responses are presented in a clear, structured layout that matches the original form.

Important Notes

• This feature only works for custom forms that were added to your booking process.
• Form submissions will only appear for appointments that were created on or after April 9, 2025.
• The basic booking information (like Name, Email, and Phone) is shown in the Contact section and does not appear in the Forms tab. Support for viewing this default information in the Forms tab is planned for a future update.

Use Cases

• Prepare for Meetings: Quickly review a client's intake form answers right before a call or appointment.
• Streamline Your Workflow: Keep all relevant appointment information in one place to avoid switching between different parts of the CRM.
• Enhance Client Interaction: Have all the submitted details at your fingertips to conduct more informed and personalized conversations.