Questionnaires

Questionnaires are custom forms you build and send to clients — for intake before a session, feedback afterward, or anything in between. Building and sending them is currently a web dashboard feature (Bookings → Questionnaire); responses are visible everywhere your account is signed in.

Creating a questionnaire

You can have multiple questionnaires, each with its own title, welcome message, and question list. Supported question types:

• Short Answer
• Paragraph
• Multiple Choice
• Checkboxes
• Star Rating

A live preview shows exactly what the client will see as you build it.

Design

Like your other client-facing documents, a questionnaire supports its own cover image, header tagline, and a choice of template — matching the same design options available on quotes, invoices, proposals, and contracts.

Publishing and sending

Toggle a questionnaire Live when it's ready. To send it, open the Send panel, add recipient emails, and write a subject line. The detail view then tracks each recipient's status as it moves from Sent → Opened → Completed.

Reviewing responses

Questionnaire Responses is a searchable, filterable log of everything submitted across all your questionnaires. Open any response for the full detail, or delete it if it's no longer needed.

Saving time

Save a questionnaire's design as a template to reuse the same look across future forms, and use Copy Link any time you want to share one outside of the built-in Send flow.