View Custom Form Submissions (Appointment Side Drawer)

Updated 2 min read

TABLE OF CONTENTS

Overview

The View Form Submissions feature allows users to see responses from custom booking forms directly within the Appointment Modal. This eliminates the need to navigate to the Forms module or Contacts to review details, making your scheduling workflow faster and more seamless.

What’s New?

  • Forms Tab in Appointment Modal
    A new Forms tab appears within the Appointment Modal if the appointment has a custom form submission attached.

  • Structured Submission View
    Submitted form responses are displayed in a clean, structured format that mirrors the layout of the Forms module.

  • Access from Anywhere
    Whether you're in the Calendars, Contacts, or Conversations tab, clicking on an appointment will show the Forms tab if applicable.



How to Use

  1. Navigate to Calendars
    Go to your Calendar and click on any recent appointment.

  2. Open Appointment Modal
    Click the appointment card to open its details.

  3. Check for the Forms Tab
    If a custom form was submitted during the booking process, a Forms tab will be visible in the modal.

  4. View Form Responses
    Click the Forms tab to see a detailed, structured view of the submission.

Important Notes

  • This feature supports only custom forms added to the booking flow.

  • Form submissions will appear only for appointments created on or after April 9, 2025.

  • Default booking form submissions (Name, Email, Phone) do not appear in the Forms tab at this time, since this data is already shown in the Contact section.

  • Support for viewing default form submissions inside the Forms tab is coming soon.

Use Cases

  • Quickly review intake questions and custom data before a meeting.

  • Reduce back-and-forth between modules.

  • Improve customer experience with more informed conversations.

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