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Getting Started with Questionnaires

Learn how to create, customize, and use questionnaires to collect important information from your clients and streamline your planning process.

Nina Dobrev avatar
Written by Nina Dobrev
Updated over a month ago

Questionnaires allow you to collect additional information directly from your clients. They’re ideal for gathering details such as food preferences, dietary requirements, special considerations, and other relevant information needed to deliver your services effectively.

What Are Questionnaires?

Questionnaires are customizable forms that planners use to collect important information from their clients. Clients complete the questions online, and all responses are stored within the system for easy access and reference during planning.

Questionnaire templates in the planner dashboard can be imported to any wedding or event.

What You Can Use Questionnaires For

  • Collecting meal preferences or dietary requirements

  • Asking about travel or accommodation plans

  • Gathering song requests or special notes

  • Requesting additional information after RSVPs are completed

Key Things to Know

  • Questionnaires are separate from RSVPs and can be sent at any time

  • You can choose which clients receive each questionnaire

  • Responses are automatically saved and easy to review

Next Steps

In the following articles, you’ll learn how to:

  • Create and send a questionnaire

  • Edit questions and settings

  • View and manage responses

This gives you full flexibility to collect exactly the information you need, exactly when you need it.

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