Who can see a Client form’s performance?

Team members with permission to manage forms can view each form’s Overview, Insights, Submissions and Details tabs.

Can I still view previous submissions and insights after editing a form?

Yes, all previous submissions and responses remain available in the Insights tab. Any changes you make to the form apply to future submissions, with new responses recorded according to the updated form.

What does “Needs review” mean next to a form?

The Needs review label in the Submissions tab means a client has completed the form and a team member needs to review and sign it. To do this, click Actions next to the submission and select Review and sign.

Can I see a client’s form from their profile?

Yes, open the client's profile and select the Forms tab to view all forms they've been sent or completed.

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Client form insights

Learn how to see each client form’s completion, understand client responses and view or export individual submissions.

About client form insights

Client form insights help you understand how clients engage with your forms and review the information they provide. You can see how many forms have been requested and completed, explore how clients answer individual questions and review or export previous submissions.

View the insights of a client form

From the main menu on the left of your screen, go to Settings.
Under Workspace settings, click on Forms to open your list of client forms.
Click on the form you want to review.
Use the tabs at the top of the page to switch between views:
1. Overview: See how many forms were requested, completed and not completed over time.
2. Insights: See how clients answered each question in the form.
3. Submissions: See every client asked to complete the form, with the date it was sent and completed, its status and the linked appointment. Use the search bar and filters to find a specific client submission.
  1. Click on Actions next to a submission to view, print, download, or review and sign it.
4. Details: See a summary of the form’s settings - including when the form is sent, how often clients are asked to complete it and which services, locations and client segments it applies to.

From the main menu at the bottom of your device, tap on More (grid icon) and open Settings.
Under Workspace settings, tap on Forms to open your list of client forms.
Tap on the form you want to review.
Use the tabs at the top of the page to switch between views:
1. Overview: See how many forms were requested, completed and not completed over time.
2. Insights: See how clients answered each question in the form.
3. Submissions: See every client asked to complete the form, with the date it was sent and completed, its status and the linked appointment. Use the search bar and filters to find a specific client submission.
  1. Tap on Actions next to a submission to view, print, download, or review and sign it.
4. Details: See a summary of the form’s settings - including when the form is sent, how often clients are asked to complete it and which services, locations and client segments it applies to.

FAQs

Back

Client form insights

Learn how to see each client form’s completion, understand client responses and view or export individual submissions.

About client form insights

View the insights of a client form

From the main menu on the left of your screen, go to Settings.
Under Workspace settings, click on Forms to open your list of client forms.
Click on the form you want to review.
Use the tabs at the top of the page to switch between views:
1. Overview: See how many forms were requested, completed and not completed over time.
2. Insights: See how clients answered each question in the form.
3. Submissions: See every client asked to complete the form, with the date it was sent and completed, its status and the linked appointment. Use the search bar and filters to find a specific client submission.
  1. Click on Actions next to a submission to view, print, download, or review and sign it.
4. Details: See a summary of the form’s settings - including when the form is sent, how often clients are asked to complete it and which services, locations and client segments it applies to.

From the main menu at the bottom of your device, tap on More (grid icon) and open Settings.
Under Workspace settings, tap on Forms to open your list of client forms.
Tap on the form you want to review.
Use the tabs at the top of the page to switch between views:
1. Overview: See how many forms were requested, completed and not completed over time.
2. Insights: See how clients answered each question in the form.
3. Submissions: See every client asked to complete the form, with the date it was sent and completed, its status and the linked appointment. Use the search bar and filters to find a specific client submission.
  1. Tap on Actions next to a submission to view, print, download, or review and sign it.
4. Details: See a summary of the form’s settings - including when the form is sent, how often clients are asked to complete it and which services, locations and client segments it applies to.

FAQs

Client form insights

In this article

About client form insights

View the insights of a client form

Who can see a Client form’s performance?

Can I still view previous submissions and insights after editing a form?

What does “Needs review” mean next to a form?

Can I see a client’s form from their profile?

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