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How To View Custom Form Submissions Directly in Tekmatix Appointments
How To View Custom Form Submissions Directly in Tekmatix Appointments
Accessing client-submitted forms has never been easier. Tekmatix now allows you to view custom form submissions directly within the Appointment Modal. This enhancement streamlines workflows, reduces preparation time, and centralizes client data for more productive meetings and consultations.
Why This Feature Is Important
For businesses that rely on intake forms or pre-appointment questionnaires, having instant access to form responses improves operational efficiency and client interactions. Benefits include:
Instant Access: View custom form responses directly from the appointment modal.
Time Savings: No need to navigate to separate forms or contact records.
Better Preparation: Quickly understand client needs before calls or meetings.
Centralized Data: Keep client information organized and easily shareable across teams.
Enhanced Workflows: Ideal for agencies, consultants, healthcare providers, and sales teams.
How To Access Form Submissions in the Appointment Modal
Navigate to Calendars, Contacts, or Conversations in Tekmatix.
Click on the appointment to open the Appointment Modal.
If a custom form is attached, a new Forms tab will appear.
Select the Forms tab to view the full submission in a structured layout.
Note: The layout mirrors the Forms module for easy reading, but form submissions are read-only. To make edits, open the form in the Forms module or contact record.
Supported Forms
Supported: Custom forms added to calendars during booking via the Forms Builder.
Not Yet Supported: Default booking forms (Name, Email, Phone) — support coming in future releases.
Sample Scenario
An agency schedules a strategy session with a new client. During booking, the client fills out a discovery form with details about their business goals, target audience, and current marketing challenges.
How It Helps:
The consultant opens the appointment from the Calendars tab.
The Forms tab displays the client’s responses directly in the modal.
The consultant reviews the details before the call, ensuring a personalized, informed conversation.
No need to navigate between modules or manually search for the form, saving time and improving workflow.
Common Use Cases
Agencies: Review client discovery forms before strategy calls.
Health & Wellness Providers: View patient intake information for consultations.
Sales Teams: Qualify leads based on custom intake fields.
Consultants & Coaches: Tailor sessions using client-submitted responses.
Frequently Asked Questions
Q: Why don’t I see the Forms tab in my appointment modal?
A: The tab only appears if a custom form was submitted with the appointment. Default booking forms do not show the tab yet.
Q: Can I edit form submissions from the Appointment Modal?
A: No. Submissions are read-only. Edit in the Forms module or contact record.
Q: Can I access the Forms tab from Contacts or Conversations?
A: Yes. The tab appears regardless of where you open the appointment.
Q: Is support for default booking forms coming?
A: Yes, this feature is under development and will be added in a future update.
Next Steps
Attach custom forms to calendars to maximize this feature.
Review current appointments to ensure form data displays correctly.
Train your team on accessing and interpreting submitted data.
Monitor future updates for default form support.
Latest Blog Posts
How To View Custom Form Submissions Directly in Tekmatix Appointments
How To View Custom Form Submissions Directly in Tekmatix Appointments
Accessing client-submitted forms has never been easier. Tekmatix now allows you to view custom form submissions directly within the Appointment Modal. This enhancement streamlines workflows, reduces preparation time, and centralizes client data for more productive meetings and consultations.
Why This Feature Is Important
For businesses that rely on intake forms or pre-appointment questionnaires, having instant access to form responses improves operational efficiency and client interactions. Benefits include:
Instant Access: View custom form responses directly from the appointment modal.
Time Savings: No need to navigate to separate forms or contact records.
Better Preparation: Quickly understand client needs before calls or meetings.
Centralized Data: Keep client information organized and easily shareable across teams.
Enhanced Workflows: Ideal for agencies, consultants, healthcare providers, and sales teams.
How To Access Form Submissions in the Appointment Modal
Navigate to Calendars, Contacts, or Conversations in Tekmatix.
Click on the appointment to open the Appointment Modal.
If a custom form is attached, a new Forms tab will appear.
Select the Forms tab to view the full submission in a structured layout.
Note: The layout mirrors the Forms module for easy reading, but form submissions are read-only. To make edits, open the form in the Forms module or contact record.
Supported Forms
Supported: Custom forms added to calendars during booking via the Forms Builder.
Not Yet Supported: Default booking forms (Name, Email, Phone) — support coming in future releases.
Sample Scenario
An agency schedules a strategy session with a new client. During booking, the client fills out a discovery form with details about their business goals, target audience, and current marketing challenges.
How It Helps:
The consultant opens the appointment from the Calendars tab.
The Forms tab displays the client’s responses directly in the modal.
The consultant reviews the details before the call, ensuring a personalized, informed conversation.
No need to navigate between modules or manually search for the form, saving time and improving workflow.
Common Use Cases
Agencies: Review client discovery forms before strategy calls.
Health & Wellness Providers: View patient intake information for consultations.
Sales Teams: Qualify leads based on custom intake fields.
Consultants & Coaches: Tailor sessions using client-submitted responses.
Frequently Asked Questions
Q: Why don’t I see the Forms tab in my appointment modal?
A: The tab only appears if a custom form was submitted with the appointment. Default booking forms do not show the tab yet.
Q: Can I edit form submissions from the Appointment Modal?
A: No. Submissions are read-only. Edit in the Forms module or contact record.
Q: Can I access the Forms tab from Contacts or Conversations?
A: Yes. The tab appears regardless of where you open the appointment.
Q: Is support for default booking forms coming?
A: Yes, this feature is under development and will be added in a future update.
Next Steps
Attach custom forms to calendars to maximize this feature.
Review current appointments to ensure form data displays correctly.
Train your team on accessing and interpreting submitted data.
Monitor future updates for default form support.
Marketing
How To View Custom Form Submissions Directly in Tekmatix Appointments
How To View Custom Form Submissions Directly in Tekmatix Appointments
Accessing client-submitted forms has never been easier. Tekmatix now allows you to view custom form submissions directly within the Appointment Modal. This enhancement streamlines workflows, reduces preparation time, and centralizes client data for more productive meetings and consultations.
Why This Feature Is Important
For businesses that rely on intake forms or pre-appointment questionnaires, having instant access to form responses improves operational efficiency and client interactions. Benefits include:
Instant Access: View custom form responses directly from the appointment modal.
Time Savings: No need to navigate to separate forms or contact records.
Better Preparation: Quickly understand client needs before calls or meetings.
Centralized Data: Keep client information organized and easily shareable across teams.
Enhanced Workflows: Ideal for agencies, consultants, healthcare providers, and sales teams.
How To Access Form Submissions in the Appointment Modal
Navigate to Calendars, Contacts, or Conversations in Tekmatix.
Click on the appointment to open the Appointment Modal.
If a custom form is attached, a new Forms tab will appear.
Select the Forms tab to view the full submission in a structured layout.
Note: The layout mirrors the Forms module for easy reading, but form submissions are read-only. To make edits, open the form in the Forms module or contact record.
Supported Forms
Supported: Custom forms added to calendars during booking via the Forms Builder.
Not Yet Supported: Default booking forms (Name, Email, Phone) — support coming in future releases.
Sample Scenario
An agency schedules a strategy session with a new client. During booking, the client fills out a discovery form with details about their business goals, target audience, and current marketing challenges.
How It Helps:
The consultant opens the appointment from the Calendars tab.
The Forms tab displays the client’s responses directly in the modal.
The consultant reviews the details before the call, ensuring a personalized, informed conversation.
No need to navigate between modules or manually search for the form, saving time and improving workflow.
Common Use Cases
Agencies: Review client discovery forms before strategy calls.
Health & Wellness Providers: View patient intake information for consultations.
Sales Teams: Qualify leads based on custom intake fields.
Consultants & Coaches: Tailor sessions using client-submitted responses.
Frequently Asked Questions
Q: Why don’t I see the Forms tab in my appointment modal?
A: The tab only appears if a custom form was submitted with the appointment. Default booking forms do not show the tab yet.
Q: Can I edit form submissions from the Appointment Modal?
A: No. Submissions are read-only. Edit in the Forms module or contact record.
Q: Can I access the Forms tab from Contacts or Conversations?
A: Yes. The tab appears regardless of where you open the appointment.
Q: Is support for default booking forms coming?
A: Yes, this feature is under development and will be added in a future update.
Next Steps
Attach custom forms to calendars to maximize this feature.
Review current appointments to ensure form data displays correctly.
Train your team on accessing and interpreting submitted data.
Monitor future updates for default form support.
How To View Custom Form Submissions Directly in Tekmatix Appointments
How To View Custom Form Submissions Directly in Tekmatix Appointments
Accessing client-submitted forms has never been easier. Tekmatix now allows you to view custom form submissions directly within the Appointment Modal. This enhancement streamlines workflows, reduces preparation time, and centralizes client data for more productive meetings and consultations.
Why This Feature Is Important
For businesses that rely on intake forms or pre-appointment questionnaires, having instant access to form responses improves operational efficiency and client interactions. Benefits include:
Instant Access: View custom form responses directly from the appointment modal.
Time Savings: No need to navigate to separate forms or contact records.
Better Preparation: Quickly understand client needs before calls or meetings.
Centralized Data: Keep client information organized and easily shareable across teams.
Enhanced Workflows: Ideal for agencies, consultants, healthcare providers, and sales teams.
How To Access Form Submissions in the Appointment Modal
Navigate to Calendars, Contacts, or Conversations in Tekmatix.
Click on the appointment to open the Appointment Modal.
If a custom form is attached, a new Forms tab will appear.
Select the Forms tab to view the full submission in a structured layout.
Note: The layout mirrors the Forms module for easy reading, but form submissions are read-only. To make edits, open the form in the Forms module or contact record.
Supported Forms
Supported: Custom forms added to calendars during booking via the Forms Builder.
Not Yet Supported: Default booking forms (Name, Email, Phone) — support coming in future releases.
Sample Scenario
An agency schedules a strategy session with a new client. During booking, the client fills out a discovery form with details about their business goals, target audience, and current marketing challenges.
How It Helps:
The consultant opens the appointment from the Calendars tab.
The Forms tab displays the client’s responses directly in the modal.
The consultant reviews the details before the call, ensuring a personalized, informed conversation.
No need to navigate between modules or manually search for the form, saving time and improving workflow.
Common Use Cases
Agencies: Review client discovery forms before strategy calls.
Health & Wellness Providers: View patient intake information for consultations.
Sales Teams: Qualify leads based on custom intake fields.
Consultants & Coaches: Tailor sessions using client-submitted responses.
Frequently Asked Questions
Q: Why don’t I see the Forms tab in my appointment modal?
A: The tab only appears if a custom form was submitted with the appointment. Default booking forms do not show the tab yet.
Q: Can I edit form submissions from the Appointment Modal?
A: No. Submissions are read-only. Edit in the Forms module or contact record.
Q: Can I access the Forms tab from Contacts or Conversations?
A: Yes. The tab appears regardless of where you open the appointment.
Q: Is support for default booking forms coming?
A: Yes, this feature is under development and will be added in a future update.
Next Steps
Attach custom forms to calendars to maximize this feature.
Review current appointments to ensure form data displays correctly.
Train your team on accessing and interpreting submitted data.
Monitor future updates for default form support.
CRM
How To View Custom Form Submissions Directly in Tekmatix Appointments
How To View Custom Form Submissions Directly in Tekmatix Appointments
Accessing client-submitted forms has never been easier. Tekmatix now allows you to view custom form submissions directly within the Appointment Modal. This enhancement streamlines workflows, reduces preparation time, and centralizes client data for more productive meetings and consultations.
Why This Feature Is Important
For businesses that rely on intake forms or pre-appointment questionnaires, having instant access to form responses improves operational efficiency and client interactions. Benefits include:
Instant Access: View custom form responses directly from the appointment modal.
Time Savings: No need to navigate to separate forms or contact records.
Better Preparation: Quickly understand client needs before calls or meetings.
Centralized Data: Keep client information organized and easily shareable across teams.
Enhanced Workflows: Ideal for agencies, consultants, healthcare providers, and sales teams.
How To Access Form Submissions in the Appointment Modal
Navigate to Calendars, Contacts, or Conversations in Tekmatix.
Click on the appointment to open the Appointment Modal.
If a custom form is attached, a new Forms tab will appear.
Select the Forms tab to view the full submission in a structured layout.
Note: The layout mirrors the Forms module for easy reading, but form submissions are read-only. To make edits, open the form in the Forms module or contact record.
Supported Forms
Supported: Custom forms added to calendars during booking via the Forms Builder.
Not Yet Supported: Default booking forms (Name, Email, Phone) — support coming in future releases.
Sample Scenario
An agency schedules a strategy session with a new client. During booking, the client fills out a discovery form with details about their business goals, target audience, and current marketing challenges.
How It Helps:
The consultant opens the appointment from the Calendars tab.
The Forms tab displays the client’s responses directly in the modal.
The consultant reviews the details before the call, ensuring a personalized, informed conversation.
No need to navigate between modules or manually search for the form, saving time and improving workflow.
Common Use Cases
Agencies: Review client discovery forms before strategy calls.
Health & Wellness Providers: View patient intake information for consultations.
Sales Teams: Qualify leads based on custom intake fields.
Consultants & Coaches: Tailor sessions using client-submitted responses.
Frequently Asked Questions
Q: Why don’t I see the Forms tab in my appointment modal?
A: The tab only appears if a custom form was submitted with the appointment. Default booking forms do not show the tab yet.
Q: Can I edit form submissions from the Appointment Modal?
A: No. Submissions are read-only. Edit in the Forms module or contact record.
Q: Can I access the Forms tab from Contacts or Conversations?
A: Yes. The tab appears regardless of where you open the appointment.
Q: Is support for default booking forms coming?
A: Yes, this feature is under development and will be added in a future update.
Next Steps
Attach custom forms to calendars to maximize this feature.
Review current appointments to ensure form data displays correctly.
Train your team on accessing and interpreting submitted data.
Monitor future updates for default form support.
How To View Custom Form Submissions Directly in Tekmatix Appointments
How To View Custom Form Submissions Directly in Tekmatix Appointments
Accessing client-submitted forms has never been easier. Tekmatix now allows you to view custom form submissions directly within the Appointment Modal. This enhancement streamlines workflows, reduces preparation time, and centralizes client data for more productive meetings and consultations.
Why This Feature Is Important
For businesses that rely on intake forms or pre-appointment questionnaires, having instant access to form responses improves operational efficiency and client interactions. Benefits include:
Instant Access: View custom form responses directly from the appointment modal.
Time Savings: No need to navigate to separate forms or contact records.
Better Preparation: Quickly understand client needs before calls or meetings.
Centralized Data: Keep client information organized and easily shareable across teams.
Enhanced Workflows: Ideal for agencies, consultants, healthcare providers, and sales teams.
How To Access Form Submissions in the Appointment Modal
Navigate to Calendars, Contacts, or Conversations in Tekmatix.
Click on the appointment to open the Appointment Modal.
If a custom form is attached, a new Forms tab will appear.
Select the Forms tab to view the full submission in a structured layout.
Note: The layout mirrors the Forms module for easy reading, but form submissions are read-only. To make edits, open the form in the Forms module or contact record.
Supported Forms
Supported: Custom forms added to calendars during booking via the Forms Builder.
Not Yet Supported: Default booking forms (Name, Email, Phone) — support coming in future releases.
Sample Scenario
An agency schedules a strategy session with a new client. During booking, the client fills out a discovery form with details about their business goals, target audience, and current marketing challenges.
How It Helps:
The consultant opens the appointment from the Calendars tab.
The Forms tab displays the client’s responses directly in the modal.
The consultant reviews the details before the call, ensuring a personalized, informed conversation.
No need to navigate between modules or manually search for the form, saving time and improving workflow.
Common Use Cases
Agencies: Review client discovery forms before strategy calls.
Health & Wellness Providers: View patient intake information for consultations.
Sales Teams: Qualify leads based on custom intake fields.
Consultants & Coaches: Tailor sessions using client-submitted responses.
Frequently Asked Questions
Q: Why don’t I see the Forms tab in my appointment modal?
A: The tab only appears if a custom form was submitted with the appointment. Default booking forms do not show the tab yet.
Q: Can I edit form submissions from the Appointment Modal?
A: No. Submissions are read-only. Edit in the Forms module or contact record.
Q: Can I access the Forms tab from Contacts or Conversations?
A: Yes. The tab appears regardless of where you open the appointment.
Q: Is support for default booking forms coming?
A: Yes, this feature is under development and will be added in a future update.
Next Steps
Attach custom forms to calendars to maximize this feature.
Review current appointments to ensure form data displays correctly.
Train your team on accessing and interpreting submitted data.
Monitor future updates for default form support.
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Web Design
How To View Custom Form Submissions Directly in Tekmatix Appointments
How To View Custom Form Submissions Directly in Tekmatix Appointments
Accessing client-submitted forms has never been easier. Tekmatix now allows you to view custom form submissions directly within the Appointment Modal. This enhancement streamlines workflows, reduces preparation time, and centralizes client data for more productive meetings and consultations.
Why This Feature Is Important
For businesses that rely on intake forms or pre-appointment questionnaires, having instant access to form responses improves operational efficiency and client interactions. Benefits include:
Instant Access: View custom form responses directly from the appointment modal.
Time Savings: No need to navigate to separate forms or contact records.
Better Preparation: Quickly understand client needs before calls or meetings.
Centralized Data: Keep client information organized and easily shareable across teams.
Enhanced Workflows: Ideal for agencies, consultants, healthcare providers, and sales teams.
How To Access Form Submissions in the Appointment Modal
Navigate to Calendars, Contacts, or Conversations in Tekmatix.
Click on the appointment to open the Appointment Modal.
If a custom form is attached, a new Forms tab will appear.
Select the Forms tab to view the full submission in a structured layout.
Note: The layout mirrors the Forms module for easy reading, but form submissions are read-only. To make edits, open the form in the Forms module or contact record.
Supported Forms
Supported: Custom forms added to calendars during booking via the Forms Builder.
Not Yet Supported: Default booking forms (Name, Email, Phone) — support coming in future releases.
Sample Scenario
An agency schedules a strategy session with a new client. During booking, the client fills out a discovery form with details about their business goals, target audience, and current marketing challenges.
How It Helps:
The consultant opens the appointment from the Calendars tab.
The Forms tab displays the client’s responses directly in the modal.
The consultant reviews the details before the call, ensuring a personalized, informed conversation.
No need to navigate between modules or manually search for the form, saving time and improving workflow.
Common Use Cases
Agencies: Review client discovery forms before strategy calls.
Health & Wellness Providers: View patient intake information for consultations.
Sales Teams: Qualify leads based on custom intake fields.
Consultants & Coaches: Tailor sessions using client-submitted responses.
Frequently Asked Questions
Q: Why don’t I see the Forms tab in my appointment modal?
A: The tab only appears if a custom form was submitted with the appointment. Default booking forms do not show the tab yet.
Q: Can I edit form submissions from the Appointment Modal?
A: No. Submissions are read-only. Edit in the Forms module or contact record.
Q: Can I access the Forms tab from Contacts or Conversations?
A: Yes. The tab appears regardless of where you open the appointment.
Q: Is support for default booking forms coming?
A: Yes, this feature is under development and will be added in a future update.
Next Steps
Attach custom forms to calendars to maximize this feature.
Review current appointments to ensure form data displays correctly.
Train your team on accessing and interpreting submitted data.
Monitor future updates for default form support.
How To View Custom Form Submissions Directly in Tekmatix Appointments
How To View Custom Form Submissions Directly in Tekmatix Appointments
Accessing client-submitted forms has never been easier. Tekmatix now allows you to view custom form submissions directly within the Appointment Modal. This enhancement streamlines workflows, reduces preparation time, and centralizes client data for more productive meetings and consultations.
Why This Feature Is Important
For businesses that rely on intake forms or pre-appointment questionnaires, having instant access to form responses improves operational efficiency and client interactions. Benefits include:
Instant Access: View custom form responses directly from the appointment modal.
Time Savings: No need to navigate to separate forms or contact records.
Better Preparation: Quickly understand client needs before calls or meetings.
Centralized Data: Keep client information organized and easily shareable across teams.
Enhanced Workflows: Ideal for agencies, consultants, healthcare providers, and sales teams.
How To Access Form Submissions in the Appointment Modal
Navigate to Calendars, Contacts, or Conversations in Tekmatix.
Click on the appointment to open the Appointment Modal.
If a custom form is attached, a new Forms tab will appear.
Select the Forms tab to view the full submission in a structured layout.
Note: The layout mirrors the Forms module for easy reading, but form submissions are read-only. To make edits, open the form in the Forms module or contact record.
Supported Forms
Supported: Custom forms added to calendars during booking via the Forms Builder.
Not Yet Supported: Default booking forms (Name, Email, Phone) — support coming in future releases.
Sample Scenario
An agency schedules a strategy session with a new client. During booking, the client fills out a discovery form with details about their business goals, target audience, and current marketing challenges.
How It Helps:
The consultant opens the appointment from the Calendars tab.
The Forms tab displays the client’s responses directly in the modal.
The consultant reviews the details before the call, ensuring a personalized, informed conversation.
No need to navigate between modules or manually search for the form, saving time and improving workflow.
Common Use Cases
Agencies: Review client discovery forms before strategy calls.
Health & Wellness Providers: View patient intake information for consultations.
Sales Teams: Qualify leads based on custom intake fields.
Consultants & Coaches: Tailor sessions using client-submitted responses.
Frequently Asked Questions
Q: Why don’t I see the Forms tab in my appointment modal?
A: The tab only appears if a custom form was submitted with the appointment. Default booking forms do not show the tab yet.
Q: Can I edit form submissions from the Appointment Modal?
A: No. Submissions are read-only. Edit in the Forms module or contact record.
Q: Can I access the Forms tab from Contacts or Conversations?
A: Yes. The tab appears regardless of where you open the appointment.
Q: Is support for default booking forms coming?
A: Yes, this feature is under development and will be added in a future update.
Next Steps
Attach custom forms to calendars to maximize this feature.
Review current appointments to ensure form data displays correctly.
Train your team on accessing and interpreting submitted data.
Monitor future updates for default form support.
