How to make a copy of a questionnaire

Summary:
If you already created a questionnaire in Session, you can make a copy of it and then tweak the questions for a different session type. This is useful when most of the questions are the same and you do not want to rebuild it from scratch.

Steps

1. Go to Manage → Questionnaires.
2. Find the questionnaire you want to copy.
3. On the right side of the questionnaire name, click the three dot menu.
4. Click Duplicate.
5. Give the new copy a title, and edit any questions you want to change.
6. Save.

When to duplicate

• You have a “Family Session” questionnaire and need one for “Newborn Session” with only a few extra questions.
• You run minis and want a shorter version of your main questionnaire.
• You want to test a different set of prep questions without editing the original.

Notes

• Remember that Session already collects name, email, phone number, and address (optional) during booking, so you do not need to add those to the copy.
• All questions in the questionnaire will be required for clients to submit.