View Form & SOAP Note Responses From a Customer's Profile – Vagaro Support

You can go into a specific customer's profile to view all their form and SOAP note responses.

Prerequisites: Your customer must have at least one form or SOAP note response.

To view individual responses from a customer's profile:

Go to Customers and select a customer.
In the customer's profile, select the Forms or SOAP tab.

Note

If you're on a phone or tablet, swipe left on the tab menu to see the Forms and SOAP tabs.
Select the response to view.

Any forms or SOAP notes the customer has filled out will appear below Fill New Form or Fill New SOAP.
1. Select the form or SOAP note template. All responses for this template will appear below.
2. Select the response. If you aren't sure what response to choose, you can view the submission date next to the customer's name.