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Viewing Responses

Questionnaire requests page​

Go to Questionnaire Requests to see all your sent forms and their statuses. This is separate from the Questionnaires page (which shows your form library/definitions).

Filter the requests list by:

  • Status (awaiting response, completed, cancelled, expired)
  • Source (manual, booking, lead)
  • Client
  • Booking

Viewing a submission​

Click any request to see:

  • The questionnaire as it was when sent (not the current version, in case you have edited it since)
  • Status and dates (sent, viewed, submitted)
  • Client info with links to their profile and booking
  • Every response with the question label
  • Any uploaded files (viewable and downloadable)

Intake responses​

For questionnaires filled out during booking, responses are viewable from the lead or booking detail page. You do not need to navigate to the requests page separately; the responses are right there in context.

File uploads​

Files uploaded by clients are stored securely. You can view or download each one from the submission page.