LemliiHelp Center
Back to Templates

Templates

How to Build a Reusable Questionnaire Template

Build a reusable questionnaire before assigning it to a booking.

Questionnaire templates live in Templates > Questionnaire.

Assigning a template to a booking creates a copy you can edit for that client.

  1. Start a reusable questionnaire

    Open Templates > Questionnaire. Select a template to edit it, or use the plus button, Create new questionnaire template, to add one.

  2. Give the template a clear structure

    Enter an internal questionnaire name and choose whether Field Labels sit Inside Fields or Above Fields. Then build the questions in the order a client should answer them.

    1. 1.

      Choose a question type under Add Fields.

    2. 2.

      Edit the question text in Live Preview.

    3. 3.

      Add choices when using a single-select or multi-select field.

    4. 4.

      Mark the question Required only when the client must answer it.

    5. 5.

      Choose full or half width, then drag the field into position.

    6. 6.

      Repeat until the questionnaire covers the information you need.

  3. Choose the right field for each answer

    Choose a field to suit the question:

    • Short Text: names or brief answers.
    • Long Text: timelines, preferences, or detailed notes.
    • Email and Phone Number: contact information.
    • Custom Date: a date that is not already collected elsewhere.
    • Singleselect Dropdown: one choice from a list.
    • Multiselect Dropdown: more than one choice from a list.
    • Yes or No: a direct two-choice question.

  4. Confirm the template is ready to assign

    Wait for Template saved or Changes auto-save. Check the questions and required fields before assigning it to a booking.

Notes

  • At least one questionnaire template must remain.
  • Deleting a master template does not delete client-specific questionnaire copies that already exist.