📝 Overview
Your staff may need to be notified when forms are submitted by customers. For instance, they might want to call to welcome a customer, or may need to review medical history as soon as it is submitted.
A notification email is sent for each form that a customer submits, so the right people can act on the information straight away.
💡 New to forms and waivers? See the difference between forms, waivers and policies here.
📧 Form Submission Emails
Form submission notifications are managed from your own account, where you can switch them on or off and choose which forms you are emailed about. To get started, head to My Account ➜ Notifications and find the Customer form submissions notification.
From here you can toggle the notification on or off.
This notification type has an additional configuration that allows a staff member to receive email submissions for some but not all forms.
🧠 The All, Only, All Except pattern lets a staff member receive exactly the submissions they care about.
👥 Preferences Are Per Staff Member
Email preferences are set per staff member. Each staff member has their own additional configuration, so different staff can receive notifications for different subsets of forms.
Providing your staff members have the correct permissions, they can enable Customer form submission notifications themselves.
💡 To learn which permissions are needed, see the guide on staff permissions required to manage Forms here.
🧠 While configuration requires the Admin permission, staff with the "customers" permission are able to receive form submission emails too.
This is consistent with how staff with the customers permission can view customer data on profiles.
📨 Email Content
When staff receive form submission emails, the content of the email includes the customer's answers for that form. The main button in the email links to the customer's profile, where the staff member can see everything about the customer.
🔔 Related Forms & Waivers Notifications
Form submission emails keep your staff informed. A separate set of notifications helps you chase customers who still have outstanding forms or waivers, and controls when forms and waivers are required.
🔔 The Missing Forms & Waivers notification can email customers automatically, or on a recurring schedule, when they have outstanding required forms or waivers, and shows a persistent banner on the customer site. See the guide here.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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How many emails are sent when a customer submits their forms?
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One email is sent per form submitted. Because forms are fully customisable and independent of one another, each submitted form generates its own notification rather than a single combined email.
Can a staff member receive notifications for only some forms?
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Yes. The Customer form submissions notification has an additional configuration that uses an All, Only, All Except pattern, so each staff member can receive submissions for all forms, only selected forms, or all forms except selected ones. This is set per staff member.
Which staff can receive form submission emails?
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Configuring the notification requires the Admin permission. Staff with the "customers" permission are able to receive form submission emails too, consistent with how that permission allows viewing customer data on profiles.
How is this different from the Missing Forms & Waivers notification?
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Form submission emails notify your staff after a customer submits a form. The Missing Forms & Waivers notification does the opposite: it emails the customer when they still have an outstanding required form or waiver. For details, see the guide here.