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Creating questionnaires

Build questionnaires to gather information from customers before appointments

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Questionnaires allow you to collect information from customers during the booking process. Each subject can have its own set of questions.

Adding a question

  1. Select the subject you want to add questions to.
  2. Go to the questionnaire section.
  3. Click + Question.
  4. Select the question type:
Type Description
Long text A multi-line text input for detailed responses
Short text A single-line text input for brief answers
Multi select A set of predefined options the customer can choose from
Number A numeric input field
  1. Configure the question settings:
Setting Description
Required Whether the customer must answer the question to proceed
Multiselect For Multi select questions, whether multiple options can be selected
Label The question text displayed to the customer
Example Text Placeholder text shown in the input field
Help Text Additional guidance displayed below the question
Options For Multi select questions, the list of available choices
  1. Click Save.
Screen 1 Questionnaire editor
Screen 2 Reorder questions