✨ Open Questionnaires
From your main menu, head to Questionnaires. This is where all of your questionnaires are created, stored, and managed.
➕ Create a New Questionnaire
Click + Add Questionnaire to begin. You’ll be taken to the questionnaire builder where you can start adding details and questions right away.
🏷️ Add Your Questionnaire Details
Start by adding the basics:
Name your questionnaire so it’s easy to recognise later
Add a short description to explain what the questionnaire is for (clients will see this when they open it)
Set an expiration date if you’d like responses to close automatically
A clear description helps clients understand what you’re asking and why.
🖼️ Add a Cover Image
Upload a cover image to personalise your questionnaire. This image appears at the top when clients open it and helps your questionnaire feel polished and on-brand.
❓ Add Your Questions
Add the questions you’d like clients to answer and choose whether each one is required or optional.
Popular questions include:
🥗 Dietary requirements or allergies
✈️ Travel or accommodation details
🎶 Song requests
📝 Additional notes or comments
💾 Save Your Questionnaire
Once everything looks right, click Save. Your questionnaire will now appear in your questionnaire list, where you can edit or manage it anytime.
🚀 Get Ready to Send
After saving, your questionnaire is ready to be sent to your clients, You can choose exactly which clients receive it, giving you full control over how and when you collect their details.