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Questionnaires

How to Send a Client Questionnaire

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

Questionnaires are assigned from Bookings, not sent directly from the master-template page.

Lemlii creates a copy and a link for that client.

  1. Assign a template to the booking

    1. 1.

      Open Bookings and find the correct client row.

    2. 2.

      Select Questionnaire.

      Lemlii booking card with a mauve arrow pointing to Questionnaire.
      Questionnaire action on a booking
    3. 3.

      In Choose a questionnaire to send, select the template name.

      Choose a questionnaire to send modal showing a template and its Edit Questionnaire, Open Questionnaire, and Copy Questionnaire URL actions.
      Choose a questionnaire to send
    4. 4.

      If the list is empty, create a template in Templates > Questionnaire first.

  2. Choose what to do with the client copy

    Once assigned, you can edit, preview, or copy the questionnaire link:

    • Edit Questionnaire: adjust this client’s wording, fields, or choices without changing the master.
    • Open Questionnaire: review the public questionnaire exactly as the client will see it.
    • Copy Questionnaire URL: copy the unique address for this booking.

  3. Review before sending

    Check the client name, questions, choices, and required fields. After editing, select Save & Return and preview the form.

  4. Send the questionnaire address

    Copy the link and send it to your client. The questionnaire shows Awaiting client responses until they start answering.

Notes

  • Lemlii prepares the questionnaire address; you choose how to send it to the client.