Export form and survey submissions to a spreadsheet, and view a patient's form answers directly inside the appointment window.
Aesthetix CRM gives you two convenient ways to work with form data outside the Forms module. You can export submissions to a spreadsheet for reporting or record-keeping, and you can review a patient's form answers right inside the appointment window without switching screens. This article covers both, so your team can access intake and booking data wherever it works best.
When you need form and survey responses in a spreadsheet (for example, to build reports, share data with your team, or keep an offline record), you can export your submissions and work with them in a tool like Google Sheets.
Exported submissions include the answers your patients provided so you can sort, filter, and analyze intake and survey data outside the platform.
Note: Export the data you need on a regular cadence if you rely on spreadsheets for reporting, since a spreadsheet is a point-in-time snapshot and will not update automatically as new submissions come in.
You can view custom form submissions directly inside the appointment window. This makes it easier to access booking-related form data without switching between modules, streamlining your workflow and saving time.
The Forms tab displays custom form submissions tied to a calendar booking. When an appointment includes a form filled out by the patient during booking, the data appears directly in the appointment window in a clean, structured layout. This allows for faster review and better context without needing to navigate to the Forms module or the contact record.
Custom form submissions can contain important contextual information that helps prepare for consultations and appointments. By surfacing this data within the appointment itself, you reduce the need to jump between sections of the platform and increase your team's efficiency.
Instantly view form responses from within the appointment window
Eliminate the need to search for form entries in other modules
Reduce preparation time before appointments
Centralize patient data for easier collaboration
Form submissions can be viewed from any area where you open the appointment window. Whether you're working from the Calendars tab, Contacts tab, or Inbox, you will have consistent access to the form data linked to appointments.
To view form submissions:
Navigate to the Calendars, Contacts, or Inbox area.
Click on an appointment to open the appointment window.
If the appointment includes a custom form, a Forms tab will appear in the window.
Select the Forms tab to view the full form submission in a structured layout that mirrors the Forms module.
This feature supports custom forms that are added to the calendar as part of a booking process. These are the same forms you create and manage through the Forms Builder.
Supported forms
Forms created in the Forms Builder
Forms embedded in a calendar using the calendar's Form settings
Not yet supported
The default booking form, which only captures Name, Email, and Phone
Default forms are excluded for now because the information they capture is already visible in the Contact Details section of the appointment window. Support for displaying these in the Forms tab is planned for a future release.
Instant access to form submissions is particularly valuable for practices that collect detailed patient information during booking. This integration between Calendars and Forms improves operational efficiency and creates a smoother experience.
Examples of common use cases include:
Reviewing patient intake details before an appointment
Qualifying new patient inquiries based on custom intake fields
Tailoring a consultation using the patient's submitted responses
Preparing your team with the full context of a booking ahead of time
This eliminates unnecessary clicks and supports more informed, productive conversations with your patients.
Begin attaching custom forms to your calendars to take advantage of this integration.
Review existing appointments and confirm form data is being captured and displayed as expected.
Export submissions to a spreadsheet whenever you need offline reporting or shareable records.
Train your team on how to access and interpret submitted form data from within the appointment window.
Why don't I see the Forms tab in my appointment window?
The Forms tab only appears if the appointment includes a custom form submission. Appointments created with the default booking form will not display the tab.
Can I edit the form submission from the appointment window?
No, the form submission is displayed as read-only. To make changes, go to the Forms module or edit the form within the contact record.
Where does the form data come from?
It comes from the form attached to the calendar booking or added during the appointment workflow.
Is support for default booking form submissions coming?
Yes, the ability to view default booking form submissions in the Forms tab is in development and will be added in an upcoming release.
Can I access the Forms tab from the Inbox or Contacts tab?
Yes, the Forms tab appears in the appointment window no matter where the appointment is opened from, including Calendars, Contacts, and Inbox.
Can I export both form and survey answers?
Yes, both form submissions and survey answers can be exported so you can work with the data in a spreadsheet.
Will my exported spreadsheet update automatically?
No, an export is a snapshot of your submissions at the time you create it. Run a new export whenever you need current data.
