I have edited my intake form which applies to all future intakes but I would like to record the info of the new fields I’ve added on my existing customers profiles, is this possible?
Hey @Sophie Rowley , all fields are automatically added to the client profiles as notes when the submission is processed. You should be able to see past fields from old submissions, as well as new fields.
Sophie Rowley
•
Apr 22
Hi Lucas. I can’t see this, for example a customer completed an intake form in February and I can see all of those details but I have since amended the required details on this form (added a few more fields) and those aren’t populated on the client record. Do they need to complete the amended intake form for this? I just want to be able to add the answers to the new questions on existing client profiles without them doing the form again. Does that make sense?
Lucas Steflor
Team•
Apr 23
Ah, that makes sense!
Custom questions work a bit differently from the default fields. They're tied to the intake form itself, not the client profile, so old submissions notes won't retroactively show new questions you've added.
Since you'd rather not have clients redo the form, the easiest path is to just add the info as a note directly on the client or pet profile, or edit the existing intake note.
If you'd rather capture it through the form flow, you can complete the form yourself on their behalf. Enter their existing client email when filling it out, then view the submission and merge it into their profile.
And if you do end up resending the form to clients, the default fields will auto-fill for anyone logged into their portal, so they'd only need to answer the new custom questions.
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Lucas Steflor
Apr 21
Hey @Sophie Rowley , all fields are automatically added to the client profiles as notes when the submission is processed. You should be able to see past fields from old submissions, as well as new fields.
Sophie Rowley
Apr 22
Hi Lucas. I can’t see this, for example a customer completed an intake form in February and I can see all of those details but I have since amended the required details on this form (added a few more fields) and those aren’t populated on the client record. Do they need to complete the amended intake form for this? I just want to be able to add the answers to the new questions on existing client profiles without them doing the form again. Does that make sense?
Lucas Steflor
Apr 23
Ah, that makes sense!
Custom questions work a bit differently from the default fields. They're tied to the intake form itself, not the client profile, so old submissions notes won't retroactively show new questions you've added.
Since you'd rather not have clients redo the form, the easiest path is to just add the info as a note directly on the client or pet profile, or edit the existing intake note.
If you'd rather capture it through the form flow, you can complete the form yourself on their behalf. Enter their existing client email when filling it out, then view the submission and merge it into their profile.
And if you do end up resending the form to clients, the default fields will auto-fill for anyone logged into their portal, so they'd only need to answer the new custom questions.
Hope that helps!
Sophie Rowley
Apr 23
Thanks Lucas 👍🏼