Summary:
If a client submitted a questionnaire and you need to change something, you can update their answers from inside the booking. This is helpful when a client tells you about a change, an extra family member, or that they are bringing a pet after they booked. Your client will not be notified of your changes.
Steps
- Navigate to your Sessions and open the session/booking.
- In the booking details, find the completed questionnaire.
- Click the questionnaire to open it.
- Click Edit answers.
- Update the answers as needed.
- Click Save.
The updated answers will now show in the booking so you have the correct information before the session.
Notes
- This does not send an email to the client.
- Use this when a client gives you updates over text, DM, or phone and you want the information stored in Session.
- Keeping answers accurate helps anyone on your team see the latest details.