Received Submissions is the second sub-page of Intake Forms, at /new-intake-form/received-submissions. It's the running log of every intake form a client has ever submitted to your shop — sorted newest-first.
Each row is one submission, with these fields stacked in the Information column:
Form: — the name of the form they filled out (e.g., "Intake Form - New Clients - 2025", "Testing Name", "new-client-1")
Submitted on: — date + time in MM-DD-YYYY HH:MM AM/PM format
Client Name: — the name they entered in Owner Questions
Added As Client status pill — every submission shows this, because Teddy auto-creates a client record the moment someone hits Submit. The pill is essentially a confirmation that Teddy did its job.
Tap a row to see the full submission detail — every question and the answer the client gave. This is where you find things like the client's answer to "How'd you hear about us?" or the breed they entered if the breed picker was set to "Other".
The moment a client submits a form, five things happen in sequence:
A client record is created in Clients & Pets with the Owner Questions data (name, phone, email, address if enabled).
Their pets are added to that client with all the Pet Questions data (type, breed, weight, behaviors, vet info, etc.).
Any attached agreements are recorded as signed in Agreements → Signed Agreements with the client's name and timestamp.
A new row appears in Received Submissions (this page) and in Pipeline → Intake Form Submissions.
The "New Client Form" auto reminder fires (if turned on) — a welcome text gets sent to the client automatically. See Client reminders.
So a submission is a single event that kicks off five things at once. This is why you never need to "import" intake forms manually.
These two places show the same data with slightly different framing:
Received Submissions (this page) is the full historical log, meant for lookup. Sort is newest-first, and there's no "has this been processed" concept — everything is already been processed.
Pipeline → Intake Form Submissions is the same list but framed as an inbox. Open it when you want to quickly review new intakes as part of your daily Pipeline sweep. See Intake Form Submissions in Pipeline.
Both views show the same "Added As Client" pill. Neither has a "mark as processed" button because there's nothing to process — Teddy has already created the client record. The value of both pages is looking up what someone wrote.
"I want to see what that new client said on their form." — Search for their name or scroll to their submission date, tap the row, see every answer.
"Which form did Steve fill out?" — The Form field in each row tells you. Useful if you run multiple forms (e.g. short walk-in form vs. full new client form).
"How many new clients came in last month?" — Scroll back to last month and count. There's no built-in count (that's a feature wish), but every submission is a new-client event.
"A client says they never signed our policies." — Find their submission here; if your form had agreements attached at submission time, they signed them. Cross-reference Signed Agreements for a per-signature record.
"How'd you hear about us?" reporting — If you have that field on your form, this is the only place (today) you can see each answer. It's a manual scan, not a roll-up report.
Manual client entries — Clients you added yourself through the New Client form don't show up in Received Submissions. Only public intake form submissions do.
Edits — You can't edit a submission. The record is immutable. If the client made a typo on their phone number, fix it on the client record in Clients & Pets — not here.
Delete — There's no delete button in the UI. Submissions are permanent. If a client was fake/test data, delete the resulting client record from Clients & Pets (that's the destructive action with real consequences); the submission row in this log will still exist but will no longer be linked to a live client.
Search — There's no in-page search. Use browser Find-in-Page (Ctrl/Cmd+F) to jump to a name.
Use clear form names. Because the Form field is your only way to distinguish old from new campaigns or different service types, name your forms in a way that's going to still make sense six months from now.
Review it weekly. A quick scroll through recent submissions is a nice sanity check — are the "How'd you hear about us?" answers telling you something? Are there duplicate submissions from the same person?
Don't delete forms that have received submissions unless you're sure. The resulting client records stay intact either way, but the "Form" label on old submissions might show as the deleted name going forward.
Tip: If you use intake forms heavily, pop Received Submissions open every Monday morning. Scan last week's submissions for anything weird — typos in phone numbers, weird emails, suspiciously short pet names — and clean them up on the client record before the first appointment. A clean client record at appointment time saves you 15 minutes of back-and-forth.
