Summary:
Post-booking questionnaires let you collect extra details from clients after they book. Clients can fill it out right away or come back closer to the session date. This helps you keep your main booking questionnaire short and only ask for what you need during booking.
What a post-booking questionnaire is
- It becomes available to the client after the booking is complete.
- The client can open it from their booking page.
- You choose which questionnaire shows there.
Why use a post-booking questionnaire
- Keep booking fast and simple
- Collect detailed info only when you actually need it
- Perfect for weddings, events, branding, or sessions that need timelines and shot lists later
- Get final headcount, locations, or special notes closer to the session date
Example:
For weddings, book the client with a short questionnaire, then use a post-booking questionnaire 2 to 4 weeks before the date to collect timeline, family formals, locations, and vendor info.
How to add a post-booking questionnaire
- Create your questionnaire in Manage → Questionnaires.
- Edit the session or offer you want to use it on.
- Find the Post-booking questionnaire section.
- Click Add questionnaire
- Select the questionnaire you want to add.
- Save.
Now, when someone books that session, they will see the post-booking questionnaire available after booking.
Notes
- Clients can complete it right after booking or later.
- You can view and edit their answers from inside the booking.
- Give questionnaires clear names like “Final session details” so clients know what it is for.