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Questionnaires

Create questionnaire templates, assign them to clients, and review responses.

How to Create a Questionnaire Template

Create and save the reusable questions you send to clients.

How to Send a Client Questionnaire

Add a questionnaire to a booking and send the link to your client.

How Clients Complete a Questionnaire

See how clients fill out a questionnaire and save their progress.

How to Review Questionnaire Responses

Open a booking’s questionnaire and read the client’s saved or completed answers.

How to Update a Questionnaire Before Sending

Adjust a client-specific questionnaire without changing the master template.