Step by step
List what the form works out
Ask ChatGPT: "What does this form calculate?" It lists every number: subtotal, tax, total, margin, cost, and so on.
Name the ones to show
"Show the customer the total and the monthly payment. Keep everything else private."
Check the live form
Open the link. You should see only those numbers updating as you type. Nothing else is on the page or in its code.
Check your dashboard
Submit a test reply. In your dashboard you see all the numbers, including the private ones.
The words to say
Copy this into ChatGPT (with CalcForms added) and fill in the brackets.
"Show the customer only [total, monthly payment]. Keep [margin, cost basis, commission] private. Confirm which numbers are visible."
What you will see
The visible numbers appear in a small results panel on the form and update as the customer fills it in. Private numbers appear only in your dashboard and your email copy of each reply.
Common mistakes
- Showing the subtotal and the total. Customers will work out your tax or fee. Show what helps them decide and nothing more.
- Assuming "hidden" means "in the page but invisible". Private numbers are calculated on our side; they are not in the page at all.
FAQ
Can I change my mind later?
Can different people see different numbers?
Where do I see the private numbers?
Rather do it together?
Book a free 30-minute onboarding call. We open your spreadsheet and build the form with you.
Book a free call → Or start in ChatGPT