Working with forms
Adding a form to your registration and/or booking process allows you to collect additional information from users. You can easily access each of the submitted forms. Once you have processed them, you may delete them or retain them for future reference. Form data can also be downloaded for use with other applications like a CRM system.
Via Supervise you can access an overview of all submitted forms, regardless of whether they were submitted as part of another process or stand-alone. If a form was submitted as part of another process, it will contain a link to jump directly to the relevant part in that process. By clicking the form icon, you can access a concise version of each form in the overview. The little pop-up that appears offers links to delete or edit the full version of the form.
When you delete a form, it is moved to the trash. You can view the trash via thelink at the top of the table. In order to restore a deleted form from the trash, click the form icon – – and then click in the pop-up that appears. If a form is attached to another object, like an appointment, it will be automatically moved to the trash when the appointment gets deleted (it will also be automatically restored when the related appointment is moved out of the trash). In the case of a repeating appointment, one form can be attached to multiple objects. The form will only be moved to the trash if all corresponding appointments have been deleted. Items get removed from the trash automatically after a week.
Via Supervise you can also download all forms by clicking in the header of the table and choosing the file type – CSV, XLS or XML. Conveniently, when a form is attached to the registration process, it can be downloaded as part of the user information via Export. Similarly, when a form is attached to a booking process, its data will be included in the booking information that can be obtained via Supervise > Download.
Via Usage Information you can see the total number of forms that have been filled out and the total number allowed on your package, both per month and in total. This page also allows you to quickly delete outdated forms, using automatic removal settings. Based on these settings, old items will be removed once a day.