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How to Update a Questionnaire Before Sending

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

Choose Edit Questionnaire while assigning a questionnaire to make a client-specific version.

These changes apply to that booking’s copy, not the reusable template in Templates.

  1. Create the editable client copy

    A questionnaire must be assigned to the booking before it can be customized for that client.

    1. 1.

      Open Bookings and select Questionnaire for the correct client.

    2. 2.

      Choose a questionnaire template.

      Lemlii booking with a mauve arrow pointing to the Questionnaire action.
      Open Questionnaire before editing
    3. 3.

      Open the assigned questionnaire actions.

    4. 4.

      Select Edit Questionnaire.

  2. What can be changed for this client

    Edit these details for the client:

    • Questionnaire name, title, and subtitle
    • Whether field labels appear inside or above fields
    • Question wording and dropdown choices
    • Required settings and field widths
    • The order of the questions

  3. Save and review the form

    If future clients need the same changes, update the master separately.

    1. 1.

      Watch for Saving changes..., Saved, or Changes auto-save while editing.

    2. 2.

      Select Save & Return.

    3. 3.

      Read the complete client questionnaire in its read-only view.

    4. 4.

      Check the wording, choices, and required fields before sharing.

  4. Share the questionnaire

    Select Copy URL, check that the link opens the right questionnaire, and send it to your client.