Form responses and what clients see
Read and search a form's responses, check a client's forms and signatures, delete a response, and what clients see when they fill in a form.
Applies to: Everyone except service providers
When a client fills in a form, Lilo saves their answers. You can read them on the form's responses page, or on the client's profile.
See a form's responses
- Go to Operations → Forms.
- Select ⋯ next to the form, then choose View Responses.
- To narrow the list, search by client name, or choose Completed or In progress. You can also sort by Submitted date, Completed date, Client name or Status.
- Select View next to a response.
Each answer shows under its question. Select a photo to see it larger. If the form has a signature, Signature audit shows who signed, when, and from which IP address.
You can also get there from the form's builder. Select Settings, then choose View Responses.
See one client's forms
- Open the client from Clients.
- Select More, then choose Forms.
You'll see three lists:
- Pending: forms sent to the client that they haven't submitted. In Progress means they've started. Lilo has saved their answers so far.
- Completed: forms they've submitted. Point to one and select View to read it.
- Signatures: select it to see every form they've signed, who signed it and when.
In the Lilo app, open the client, tap More, then Forms. Tap View Response on a completed form. To see all of a form's responses, go to More → Forms and tap the form. Then tap View next to Responses.
Owners and admins
Delete a response
- On the form's responses page, select the trash icon next to the response.
- Select Delete response. You'll see Response deleted.
This removes the answers, the signature and any photos for good. On the client's Forms tab, the form stays under Completed, with nothing to view.
In the Lilo app, open the response, tap Delete Response, then tap Delete.
What clients see
- The email: a note from your business asking them to complete the form, with a Complete Form button. They don't need to sign in.
- Filling it in: the form opens in their browser, one section at a time, with Next and Previous. Required questions have a red asterisk. Fields mapped to their first or last name, email, phone, birthday or address start with what's on their profile.
- Saving: Lilo saves their answers as they go, so they can close the page and come back to the same link later. Most forms also have a Save Progress button.
- Signatures: they sign with a mouse or finger and type their Full Legal Name.
- Photos: they can add JPEG, PNG, WebP or HEIC photos, up to the field's limit.
- Submitting: after Submit Form, they see Thank You! and a short message. Some templates come with their own message.
- Afterwards: the same link shows their answers and the date they submitted. They can't change them.
- In the client portal: forms waiting for them are on the Forms page, with Complete, or Continue once they've started. Submitted forms are listed with the date.
How it works
- Lilo saves a client's answers as they go, so a response shows up before they submit. It's In Progress until they do.
- The count on the Forms page only includes submitted responses.
- When a client submits, answers to mapped fields replace what's on their profile. Lilo skips an answer that isn't a valid email address, phone number or date.
- Responses always show under the form's current fields. If someone deletes or rewords a field later, older responses show the change.
- For a signature, Lilo records the name the client typed, the date and time, and their IP address.
Common questions
Does Lilo tell me when a client submits a form?
No. Check the form's responses page or the client's Forms tab.
Why can't I see a client's answers?
They haven't submitted the form yet. On the form's responses page, a started form shows as In Progress, and View shows the answers saved so far. A submitted form with nothing to view means someone deleted the response.
Can a client change their answers?
Not after they submit. Send them the form again and they can fill in a new copy. See Send forms automatically and require them.
Why did a client's details change after they filled in a form?
The form has a field mapped to their profile, so their answer replaced what was there. To stop that, set the field's Map to Client Field to Don't map. See Build forms.
Why does the client's link say Form Not Available?
Someone selected Cancel Form on their Forms tab, so the link no longer works. Send the form again if they still need it.
Send forms automatically and require them
Send a form to one client, set rules that send forms when clients book, are added or finish a visit, and remind clients about required forms.
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