View Form Submissions Directly in the Appointment Modal

Access Form Data Without Leaving Your Appointment View

The CRM now allows you to view custom form submissions directly within the Appointment Modal. This integration eliminates the need to switch between modules to access booking-related form data, saving time and streamlining your workflow.

Understanding the Forms Tab

The Forms tab is a dedicated section within the Appointment Modal that displays custom form submissions associated with a calendar booking. When a contact fills out a form during the booking process, their responses appear here in a structured, easy-to-read format. This provides immediate context without requiring navigation to the Forms module or contact record.

Key Benefits

• Instantly review form responses from within the appointment modal
• Eliminate time spent searching for form entries in other modules
• Reduce preparation time before appointments
• Improve operational efficiency for service-based businesses
• Centralize client information for better team collaboration

How to Access Form Submissions

You can view form submissions from any area of the platform where the Appointment Modal is accessible. This includes the Calendars, Contacts, and Conversations sections.

Step-by-Step Process

1. Navigate to Calendars, Contacts, or Conversations
2. Click on an appointment to open the Appointment Modal
3. If the appointment includes a custom form submission, you'll see a Forms tab
4. Select the Forms tab to view the complete submission in a structured layout

Supported Form Types

This feature currently supports custom forms that are attached to calendar bookings. These are forms created and managed through the CRM's Forms Builder.

Currently Supported

• Forms created in the Forms Builder
• Forms embedded in a calendar using the calendar's Form settings

Not Yet Supported

• The default booking form (which captures only Name, Email, and Phone)

The default form information is already visible in the Contact Details section of the appointment modal. Support for displaying default forms in the Forms tab is planned for a future release.

Practical Applications

This feature is particularly valuable for businesses that collect detailed client information during booking. Common use cases include:

• Agencies reviewing client discovery forms before strategy calls
• Healthcare providers accessing patient intake details
• Sales teams qualifying leads based on custom intake fields
• Consultants tailoring sessions using client-submitted information

Frequently Asked Questions

Why don't I see the Forms tab?

The Forms tab only appears when an appointment includes a custom form submission. Appointments using the default form will not display this tab.

Can I edit form submissions from the modal?

No, the form submission is read-only. To make changes, navigate to the Forms module or edit the form within the contact record.

Where does the form data come from?

The data comes from forms attached to calendar bookings or added during appointment workflows.

Will default form submissions be supported?

Yes, support for default booking form submissions is currently in development and will be added in an upcoming release.

Can I access the Forms tab from Conversations or Contacts?

Yes, the Forms tab appears in the Appointment Modal regardless of where you open it from—Calendars, Contacts, or Conversations.

Next Steps

• Attach custom forms to your calendars to utilize this integration
• Review existing appointments to confirm form data is captured and displayed correctly
• Monitor updates for expanded support to default booking forms
• Train your team on accessing form data from within appointment modals
• Explore related articles to enhance your booking and intake workflows