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Questionnaires

How to Create a Questionnaire Template

Create and save the reusable questions you send to clients.

Create questionnaire templates from Templates > Questionnaire before opening a booking.

Templates support text, email, phone, date, single-select, multi-select, and yes-or-no questions.

  1. Create a template

    Open Templates > Questionnaire and select Create new questionnaire template beside the template tabs.

  2. Name it and add the questions

    Use an internal name that explains when the questionnaire should be assigned. Then choose Inside Fields or Above Fields for its labels.

    1. 1.

      Select a field from Add Fields.

    2. 2.

      Edit the question in Live Preview.

    3. 3.

      Add the available choices when the field uses a list.

    4. 4.

      Turn on Required when the client must answer it.

    5. 5.

      Drag the field into the order clients should follow.

    6. 6.

      Repeat for the remaining questions.

  3. Before assigning the questionnaire

    Wait for Template saved or Changes auto-save, then check your questions. Assign the template to a booking to create the client’s link and track their answers.

Notes

  • Assign the template from a booking before expecting Copy Questionnaire URL or client response tracking.