How do I see the answers a contact gave on my booking form?

If your calendar uses a custom booking form, the answers are saved right on the appointment. You can review them before a care consultation without digging through Forms or the contact record.

View form answers on an appointment

1. Open the appointment from Calendars, Contacts or Conversations.
2. Look for the Forms tab in the appointment window.
3. Click Forms to see the full submission, laid out the same way as in the Forms area.

Why the Forms tab may be missing

• The tab only appears when a custom form was filled out as part of the booking.
• The default booking form (name, email and phone only) does not show a Forms tab. That information is already in the contact details on the appointment.
• Very old appointments may not show form answers.

Good to know

• Form answers are read-only on the appointment. To change them, edit the form submission or the contact record.
• To start collecting this information, attach a custom form to the calendar in the calendar's form settings.
• Keep booking form questions focused on scheduling and contact details, such as preferred visit time, who will attend and how they heard about you. Avoid asking for health information on a public booking form.

Have a question about your own account? Submit a ticket and our team will follow up.