Create and Send a Client Questionnaire

Questionnaires collect preferences, logistics, and creative details inside the client’s booking experience. Build a reusable template, attach an independent copy to a booking, and share it only when the questions are ready.

Create a questionnaire template

1. Open Planning.
2. Choose Questionnaires.
3. Create a template and enter its name and optional description.
4. Add each question, choose its response type, and arrange the question order.
5. Save the template.

Available responses include Text response, Yes or no, Choose one, Choose multiple, Date, and Time. Choice questions use one editable option per row, so an option may contain a comma without being split.

Templates can be edited, duplicated, archived, and restored. Archiving a template does not remove booking questionnaires that were created from it.

Add a questionnaire to a booking

1. Open a full-session booking.
2. Find the Planning card.
3. Add a questionnaire from an active template or start blank.
4. Tailor the questions for this client and save.

Each booking receives its own snapshot. Editing the reusable template later does not change the client’s questionnaire. A booking can have several questionnaires, but the same template cannot be added to that booking twice.

Use View to review the questions and any retained responses. Use Edit while the questionnaire is still a draft.

Send the questionnaire to the client

Draft questionnaires are private. When the booking has been sent and its client link is active, select Share with client.

Sharing does three things:

• Locks the question structure so it cannot change beneath the client
• Sends a branded questionnaire-ready email
• Adds the questionnaire to Tasks on the client’s existing booking page

Clients can save valid partial answers with Save progress, leave the page, and continue later from the same booking link. Submission becomes available after every question has an answer. A submitted questionnaire stays visible to the client in a read-only review state.

Review responses

Open the booking’s Planning card and view the questionnaire. The saved response snapshot remains with that booking, including after submission.

A questionnaire with responses cannot be removed. This protects the client’s retained work. If older or corrected data leaves a submitted questionnaire with missing answers, Vignette shows the missing count and lets you reopen it. Reopening preserves existing answers and returns the client task to an editable state; a complete submission cannot be reopened.

Save booking questions as a new template

Use the save-as-template action to reuse a booking questionnaire. Vignette copies the question structure into a new template with a non-conflicting name. Client answers are never copied into the template.

Add questions to an appointment or meeting request

Calendar appointments and meeting requests also have a Questionnaires area. You can start blank, copy an active template, customize the draft, review retained answers, or save the question structure as a new template.

These calendar questionnaires remain private planning copies for now. They do not appear on the public appointment or meeting-request link unless Vignette presents an explicit client-sharing action.

Before sharing: Confirm the wording, order, choices, and date or time expectations. Once shared, the question structure is locked to protect the client’s response contract.