If you are a Company Administrator or Location Manager, you will see two different “Forms” options in your sidebar.
Location Leads and Standard Users will only see the Forms Search option (🔴 red box). This option allows you to view individual form submissions and the data entered into them.
Admins and Managers will also see Manage → Forms (🔵 blue box). This option is for managing the types of forms connected to your website(s), including assigning a form to a location and renaming them for easier reference.
Form Details & Insights 📄
When accessing a form submission, you’ll see all the data that was submitted:
Fields like name, email, and custom input will be pulled into the form view
The Analysis tab shows:
The company and location (if assigned)
The referring source
Whether this was the first time the patient submitted a form
Under Activity Timeline, you’ll see which pages the visitor viewed before and after submitting the form
Following Up on a Form Submission 📞
Navigate to the Follow Ups tab to take action on a form submission.
You can either:
Click Place an Outbound Call to follow up with the lead
Or click Manual to:
Add a note
Select a booking status
Set a reminder for follow-up
Manual Follow-Up Screen
When selecting Manual, you’ll see a screen where you can:
Enter follow-up notes
Select a booking status (Booked / Not Booked / Not Selected)
Add appointment details (if applicable)
Optionally, set a follow-up reminder
Viewing Submission Details
The Submission Details tab shows all data entered into the form by the patient:
First & Last Name
Email
Phone
Preferred Location
Day of Week
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