How to create and edit questionnaire for clients to complete
Clients can complete extra questionnaires about their event once they've booked. You can also limit the display of the questionnaire based on booking details such as Event Date or Event Type. Control where the user goes after the form is submitted.
- From your dashboard, select the Bookings icon.
- Select Forms View
- You can update an additional data form such as Customer Feedback or +Add Form and enter a Form Name and choose Form Purpose > Capture additional data. Click Create & Edit Form. Your Form will open.
- At the top of the page, in Build, you can add more fields into your form, using the + button (not the + in the circle if you have not added a logo in your branding yet) and the field chooser will appear.
- You can choose any of the job management fields or add your own field. To add your own field, click on the + button and scroll down until you see the Add New Field from the list and click on it. A drawer will open where you can create a field. Enter the Name and choose the Type from the dropdown menu. Your question choice will determine which Type you select.
For example, if you were to ask "Are you having a First Dance? your Type would be "List"
If you click on +Add, you are able to add an answer. For this example, you would have Yes in one box, and +Add to have another option and enter No.
If you wanted to have this question added into the Job Fields Management, you can select Add to core Job fields? - Click Save
- You are able change the order of the chosen fields by hovering over the Bullet List icon to the left hand side and move them to your chosen order.
- Click Save
- At the top of the page, Click Configure - After the form is submitted, the default Redirect to is Client Portal. You can amend to
Thank You Page
Appointment Booking
External URL - You have the option (by clicking +Add Action) to redirect to
Sign Contract
Payment
Set Status to - Thank You Page - allows you to edit your Thank You Page Message.
- At the top of the page, Click Visibility
- In Form URL, you can Copy Form Link
- In Limit Visibility, you can specify the conditions required to show this form. Add new condition to limit the display of the questionnaire based on booking details such as Event Date or Event Type
- Click Save.