The session questionnaire
The short set of planning questions every client can answer in their portal before a session.
Every upcoming session in the client portal has a Questionnaire item. The client clicks Fill it out, answers, and clicks Save answers. They can come back and click Edit answers until the session.
The questions
- Who's in the photos?
- What's the vibe?
- Where will these photos live?
- Any must-have shots?
- Anything you'd rather avoid?
- Outfit plan
- Instagram handle(s) to tag
- How did you find me?
These questions are built in and can't be edited.
Where you see the answers
Open the booking. The Questionnaire card shows "answered" with the date, and each answer. The client's next session card shows "questionnaire in" or "no questionnaire".
When a client answers, a booking still in the Booked stage moves to Prepping.
Nudging clients
- On the booking page, click Questionnaire reminder to email them a link straight to it.
- Your daily digest counts sessions in the next week that still need a questionnaire.
Want different questions?
Make a form template with your own questions (or edit the Session questionnaire template) in Forms & contracts, then tick Send automatically when someone books (as their questionnaire) on it. A session that gets its own questionnaire form shows that form in the portal instead of the built-in questions. You can also send any form by hand. See Sending a form or contract. Answers to sent forms show on the form's page, not on the booking's Questionnaire card.
When you add a session by hand you can also choose No questionnaire, and then nothing asks them for one. Imported sessions don't ask for one either.