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Viewing Form Submissions in Appointment Modal

Discover how you can seamlessly view custom form submissions directly within the Appointment Modal in Stack. This feature enhances your workflow by providing easy access to booking-related form data without needing to switch between different modules.

Table of Contents​

What Is the Forms Tab in the Appointment Modal?​

The Forms tab is a feature within the Appointment Modal that displays custom form submissions linked to a calendar booking. When an appointment involves a form filled out during the booking process, the data appears directly in the modal in a structured format. This allows for quick review and better context without navigating away from the appointment.

Key Benefits of Viewing Form Submissions in Appointments​

  • Instant Access: View form responses directly within the appointment modal.
  • Streamlined Workflow: No need to search for form entries in other modules.
  • Time Efficiency: Reduce preparation time before appointments.
  • Improved Operations: Enhance flow for service-based and intake-heavy industries.
  • Centralized Data: Collaborate more easily with centralized client information.

How to Access Form Submissions from the Appointment Modal​

You can view form submissions directly from any section in Stack where you open the Appointment Modal. Whether you're in the Calendars, Contacts, or Conversations view, you'll have consistent access to form data linked to appointments.

To view form submissions:

  1. Navigate to the Calendars, Contacts, or Conversations area.
  2. Click on an appointment to open the Appointment Modal.
  3. If the appointment includes a custom form, a Forms tab will appear in the modal.
  4. Select the Forms tab to view the full form submission in a structured layout.

What Types of Forms Are Supported?​

This feature supports custom forms added to the calendar as part of the booking process. These forms are created and managed through the Stack Forms Builder.

Supported Forms:

  • Forms created in the Forms Builder
  • Forms embedded in a calendar using the calendar’s Form settings

Not Yet Supported:

  • The default booking form, which captures only Name, Email, and Phone. This information is already visible in the Contact Details section of the appointment modal. Support for displaying these in the Forms tab is planned for a future release.

Common Use Cases and Efficiency Gains​

Instant access to form submissions is particularly beneficial for businesses that collect detailed client information during bookings. This integration between Calendars and Forms enhances operational efficiency and provides a seamless user experience.

Examples of Common Use Cases:

  • Health and Wellness Providers: Viewing patient intake details.
  • Sales Professionals: Qualifying leads based on custom intake fields.
  • Consultants and Coaches: Tailoring sessions using client-submitted responses.

This feature supports more informed and productive conversations with clients by reducing unnecessary clicks.

Frequently Asked Questions​

Q: Why don’t I see the Forms tab in my appointment modal?
A: The Forms tab only appears if the appointment includes a custom form submission. Appointments created with the default form will not display the tab.

Q: Can I edit the form submission from the Appointment Modal?
A: No, the form submission is displayed as read-only. To make changes, you must go to the Forms module or edit the form within the contact record.

Q: Where does the form data come from?
A: It comes from the form attached to the calendar booking or added during the appointment workflow.

Q: Is support for default form submissions coming?
A: Yes, the ability to view default booking form submissions in the Forms tab is currently in development and will be added in an upcoming release.

Q: Can I access the Forms tab from the Conversations tab or Contacts tab?
A: Yes, the Forms tab will appear in the Appointment Modal no matter where the appointment is opened from, including Calendars, Contacts, and Conversations.

Explore the power of integrating custom forms with your appointments to streamline your booking and intake workflows.