You can view and submit a customer's forms directly from their profile on your Business Dashboard. This is useful for checking what a customer has already completed, or for filling out a form on their behalf.

To open a customer's forms, head to Customers ➜ Customer list ➜ search for the customer ➜ click the Forms tab. This tab lists all of your forms.

Each form shows its current status. If a form has never been submitted, you'll see a Fill out option next to its name. If the customer has submitted it before, you'll see a Detail button instead, with a timestamp of the last submission below the form's name.

Clicking Detail opens a page showing the form's current fields and the customer's current values for those fields. In the example below, the fields are emergency contact phone and emergency contact name, with the customer's values shown alongside them.

Staff can fill out a form on a customer's behalf. Doing so creates a form submission, so the customer won't be prompted to complete that same form on the Customer Site.

To submit a form, click Fill out next to the form's name, complete the information, and click Submit. Once submitted, a timestamp appears under the form's name.

Find answers to common questions or additional details that may not be covered in the main instructions.