To access your forms, click the App Drawer button 
then click View All > Forms.
From the Form Builder page, you can manage all the forms you have created, and manage client responses to them.
Manage client responses
To view and manage the responses your clients have provided for a form, follow these steps:
On the Form Builder page, click the Action button
next to the form you would like to manage responses for. Click View all responses.
Use the date selector, search bar, or filters to find the response(s) you’re looking for.
Manage the response(s) as required:
To view a client’s response in detail, click the Action button
for a response in the list, then click View Response. From here, you can also click Access log to view a log of all activity associated with this client’s response.To associate a response with another client, export responses to CSV or PDF, print a response, or delete a response, select the response(s) using the checkboxes on the left side of the table, then selected the actions you would like to perform using the menu on the bottom of the page.
Headings on the Form Builder page
Heading | Description |
Form Name | The title of the form. You can click the title to access the form’s template. |
Associated Services | The number of services associated with the form. You can click this number to access the form’s settings. |
Associated Purchase Items | The number of purchased items associated with the form. You can click this number to access the form’s settings. |
Last Response Date | The date of the most recent response to this form. |
Number of Responses | The total number of responses to this form. You can click this number to access the form’s responses. |
Accept Responses | Set this option to ON to allow users to submit responses to this form.
Set this option to OFF to stop users from submitting responses to this form. |
Action | Click the Action button |
Advanced filters on the Form Builder page
Filter | Description |
Response Status | Use this filter to determine which forms to include based on whether the form is currently accepting responses.
This is determined by the toggle switch under Accept Responses for each form. |
Headings on the Form responses page
Heading | Description |
Client Name | The name of the client who responded to the form. You can click their name to view their client profile. |
Source | How the client accessed the form. For bookings, the name of the associated service, staff member, and session date will be listed. |
Response Submitted Date | The date when the client’s response was submitted. |
Response Submitted Time | The exact time when the response was submitted. |
Action | Click the Action button |
Advanced filters on the Form responses page
Filter | Description |
Source | Use this filter to determine which responses to include based on source from which the client accessed the form. |
Amended | Use this filter to determine which responses to include based on whether a response has been amended. |