You can create questionnaires for confirmed clients, potential leads, or as standalone forms, depending on how you want to use them.
➕ Adding a Questionnaire
When creating a questionnaire, choose how it’s set up based on who it’s for and how you plan to use it. Linking a questionnaire to a client or lead keeps responses stored directly within their profile for easy reference.
👤 Clients
Create a questionnaire for an existing client or event.
Use this option when the client has already booked and you want the questionnaire linked directly to their event. All responses will appear within the event profile.
How to do this:
Go to Events and select the relevant client or event.
Best for:
✔ Confirmed clients
✔ Event-specific details
🧾 Leads
Create a questionnaire for a potential client
Choose this option if you want to connect a questionnaire to a lead and collect information before the booking is confirmed. All responses will be saved directly within the lead’s profile.
How to do this:
Go to Leads
Use the Search bar to find the relevant lead
Locate the lead in the list
Click Create Questionnaire to build a new questionnaire
– or –
Click Import Template to use an existing questionnaire templateThe questionnaire will automatically be linked to that lead
If the lead does not yet exist, click Create Lead to add a new lead first, then return to the list to attach the questionnaire.
Best for:
✔ Enquiries
✔ Pre-booking information
✔ Qualifying potential clients
📄 Standalone Questionnaire
Create a questionnaire without linking it to a specific contact.
This option is ideal for reusable or general-purpose forms that don’t need to be tied to a client or lead.
Best for:
✔ General-purpose questionnaires
✔ Reusable forms
✏️ Create Questionnaire
Build a brand-new questionnaire from scratch.
📥 Import Template
Save time by importing an existing questionnaire template.
If you’d like this adapted further - for example into short tooltips, step-by-step onboarding, or a different brand voice - just let me know.