Where can I see my new form entries on my Square dashboard?

[primerospasossf]

Where can I see my new form entries on my Square dashboard?  I see from previous posts they should be under website, but I only have "edit site" and "domains" under "website" on my dashboard.

Before the square integration they used to appear as a list view on my Weebly dashboard, so I'd appreciate some help from the community to find them on Square!  Thanks!

[Arie]

Hi @primerospasossf 👋
 

I'm sorry to hear you're having trouble locating your form submissions! 

Are you in your Square Online dashboard? This is what it should look like:

Feel free to send through a screenshot of what this looks like from your end so we can take a closer look 🙂 

[Yourbodypilates]

Is there a way to preview forms? I've built a form but want to see it how the customer will see it?

[Katie_SQ · Accepted solution]

Hi @Yourbodypilates!

If you have built a form and added it to your Square Online website as a section, you should be able to see the submissions by following the steps Arie mentioned above.

Alternatively, if you have created a form that’s automatically sent to customers who book an appointment, I’d recommend checking out this Support Centre article.

Please let me know if you have any other questions. 🙂

[Yourbodypilates]

Yes, I've created the form set it up to send when a specific appointment type is booked, but how do I PREVIEW what the customer will see? There's no preview? 

[Katie_SQ]

Thanks for confirming @Yourbodypilates! To preview the form, please follow the steps below:

1. From your online Square Dashboard, navigate to Contracts > Templates.
2. Select the Appointments Form template you’ve created, and click Create Contract.
3. Add recipients to the contract (use your own information in this instance).
4. Click Next to select the clauses you want to include in the contract.
5. Click Next to preview the contract.

Hope this helps! Please let me know if there’s anything else I can assist with. 🙂