Every questionnaire is built by adding items one at a time.
✨ Where to Add Items
When editing a questionnaire, scroll to the Items section and click Add Item +. This opens the item menu, where you can choose exactly what to add next.
🧾 Content Items
Content items help guide client through your questionnaire by providing context, instructions, or visual breaks. They don’t require a response.
📝 Text Block
Use a text block to add explanations, instructions, or helpful notes for your clients This is ideal for introducing a section or clarifying what information you’re asking for.
Use a Text Block to:
Add instructions
Explain what the next section is about
Provide additional details to your clients
🖼️ Image / Photo
Add an image or photo to provide visual context or inspiration. This can help set the tone or support the information you’re requesting.
Use this block to:
Add visual references
Upload inspiration images
Share examples or mood boards
📄 Page Break
Use a page break to split longer questionnaires into clear sections. This keeps your questionnaire organised and easier for clients to complete.
Page Breaks help you:
Split the Questionnaire into sections
Make long forms easier to complete
Improve the overall user experience
❓ Question Items
Question items allow you to collect responses from your clients. Choose the question type based on the kind of answer you need.
✏️ Short Text
Best for:
Names
Short answers
Email addresses or quick notes
📝 Long Text
Best for:
Detailed explanations
Open-ended answers
Notes or special requests
📋 Dropdown
Best for:
Long lists of options
When only one option should be selected
Keeping the form clean and compact
🔘 Choose One
Best for:
Single-choice questions
Clear yes/no–style decisions with multiple options
☑️ Multiple Choice
Best for:
Selecting more than one option
Preferences with multiple answers
📅 Date Select
Best for:
Event dates
Deadlines
Preferred timelines
📌 Note: Date Select questions now allow clients to choose dates from the past, in addition to the present and future - this is useful for questions like birth date or proposal date, which previously couldn't be entered.
✅ Yes / No
Best for:
Simple confirmations
Binary decisions
🖨️ Printing Your Questionnaire
📌 Note: There isn't currently a way to print or export a blank questionnaire before it's been answered — printing/exporting to PDF is only available for a completed response, from the questionnaire's Preview & Print option.
💡 Tip: If you'd like to give a client something to print or take with them before they've responded (for example, printed questions to bring along to a venue site visit), consider preparing the content as a Note instead - notes can be printed or saved as a PDF at any time, whether or not a response has been submitted.
Note: Only the planner can create these questions, and they are visible exclusively within the planner dashboard.