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How to link form submissions to a client

A form response is linked to a client automatically when that client opens the form from a link SalonBridge sends them, such as the link in their appointment reminder. There's nothing extra to set up.

How linking works

How the client gets the form

Response linked to the client?

A link SalonBridge sends to the client, such as in their appointment reminder. This is a seperate link we provide to you for the form that gets added to appointment reminders.

Yes, automatically

The general form link, shared from Share on your Forms list (for example on your website or social media)

No. It's saved as an Unlinked response

Links SalonBridge sends include the client's ID, so the response is matched to the right profile when it's submitted. The general form link doesn't identify who is filling it in.

Where to find linked responses

On the client's profile:

  1. Go to Clients › View Clients and open the client.

  2. Click the Form Responses tab.

  3. Click View Response next to the form to see their answers and signature.

On the form:

  1. Go to My Business › Forms.

  2. Click Responses next to the form.

  3. Linked responses show the client's name in the Client column. Unlinked ones show Unlinked response.

  4. Click View response to see the answers.

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