Back to Help Center
Category
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.