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.

Removing a questionnaire from a client

If you accidentally sent the wrong questionnaire to a client, you can remove it from their Docs tab — as long as the client hasn't submitted it yet.

  1. Open the client's Docs tab
  2. Find the questionnaire in the list
  3. Click the × button on that row
  4. Confirm the removal

The questionnaire disappears from the client's portal immediately.

Note: If the client has already submitted their answers, the questionnaire cannot be removed this way — their responses are preserved. Contact support if you need a submitted questionnaire manually removed.

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.