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?
All are optional. 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 page and the next session card show "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?
The built-in questionnaire is separate from your form templates. To ask your own questions, edit the Session questionnaire template (or make a new form) in Clients > Forms & contracts and send it. See Sending a form or contract. Answers to sent forms show on the form's page, not on the booking's Questionnaire card.