Plan: Not Available: Intermediate Available: Pro or Elite
Users: Available: All users
Practice Management Source: Available: All sources
When a client submits a Form, the responses are saved within the form itself, which is filed in FYI. The form responses themselves do not automatically update Client FYI fields by default.
To update specific client fields when a Form is submitted, users with Automations permission can create a Custom Process and use Merge Fields to control what form data should update what fields in your platform.