Viewing Responses

Submissions list

Go to Questionnaire Requests to see all submissions. Filter by status, source, client, or booking.

Viewing a submission

Click any submission to see:

• The questionnaire as it was when sent (not the current version)
• 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.

File uploads

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