> For the complete documentation index, see [llms.txt](https://help.getweddingos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getweddingos.com/admin/questionnaires.md).

# Questionnaires

Questionnaires let you send structured forms to clients through their planning portal. Use them for budget prep, wedding vision, day-of details, or anything else you need clients to fill out before a planning session.

***

## Creating a questionnaire template

1. Go to **Settings → Questionnaires**
2. Click **+ New Questionnaire**
3. Give it a name (e.g. "Wedding Vision", "Budget Prep", "Day-of Details") and an optional description
4. Add your questions and click **Create Questionnaire**

Templates are reusable — create them once and send to any client.

***

## Question types

| Type                | When to use                                                     |
| ------------------- | --------------------------------------------------------------- |
| **Short answer**    | Single-line responses — names, venue, a date                    |
| **Long answer**     | Multi-line responses — describe your vision, tell us your story |
| **Multiple choice** | Checkboxes — clients can select all that apply                  |

**Multiple choice** is useful for budget prep questions like "Which vendors do you need us to include in your budget?" — clients check everything that applies and you see their full list in the response.

Mark questions as **Required** to prevent clients from submitting without answering them.

***

## Sending a questionnaire to a client

1. Open the client's detail page
2. Go to the **Docs** tab
3. Click **Send Questionnaire**
4. Select the template to send
5. Click **Send**

The client receives an email with a link to their planning portal, where the questionnaire appears in the Questionnaires section.

***

## Viewing responses

Once a client submits, their answers appear in two places:

* The **Docs** tab on their client detail page — shows the questionnaire with full Q\&A
* The **client's planning portal** — shows their submitted answers (read-only after submission)

From the Docs tab, you can also download a branded PDF of the completed questionnaire.

***

## Managing templates

On the **Settings → Questionnaires** page you can:

* **Edit** a template to change questions or add new ones
* **Deactivate** a template to hide it from the send list without deleting it
* **Delete** a template — past submissions are preserved, only the template is removed

***

## Client experience

Clients access questionnaires through their planning portal link. They see:

* Unanswered questionnaires in a form they can fill out and submit
* Previously completed questionnaires with their answers displayed

Clients can only submit once. If a correction is needed, you can re-send the questionnaire from the Docs tab to create a new submission.


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