Inquiry forms and questionnaires

There are two kinds of forms:

• Inquiry form: the questions a customer answers when they request one of your packages, before you confirm or quote. The request page already asks for their name, email, event type, date, time, location and guest count, and lets them add photos, so you only add what's specific to you.
• Questionnaire: a planning form you send a client after they book, such as a timeline, a must-play list or dietary needs. Clients can upload files in a questionnaire.

Where to find them: Bookings → Setup (/dashboard/bookings/setup). Each package also shows its inquiry form in the package editor.

Create an inquiry form

1. Open Bookings → Setup and choose Inquiry form, then New inquiry form.
2. Choose Start from scratch, or Copy a form you use: paste a link (Google Forms, JotForm, Tally and other public forms) or upload a PDF, Word file or screenshots. We copy every question, answer choice and note word for word, in the same order.
3. If you copied a form, check it, name it and choose which packages ask it. Your first inquiry form applies to all your packages; uncheck any that shouldn't ask it.

Using HoneyBook or Dubsado? Their forms aren't public, so upload screenshots instead of a link. Questions every request already asks (name, email, type of event, date, time and location) are left out of a copy.

Edit a form

The editor shows your form the way customers see it. The fields every request asks are shown first and last, locked, so you can see exactly where your questions go.

• Tap a question to edit its wording, answer type, answer choices, or whether it's required. Tap Done when you're finished.
• Drag the handle on the left of a question to move it. You can't move the locked fields.
• Add question adds one at the end. Preview lets you try the form, including any "Show only if" rules.

Ask for photos

Every request has an optional Photos field where customers can add inspiration, venue or design photos. To ask for something specific, add a Photo upload question: say what you need in the question (for example, "Photos of your venue"), choose how many photos, and turn on Required if you can't quote without them.

Customers can add JPG, PNG, WebP or GIF photos, up to 10 MB each. You'll see them on the request, on the request card in your inbox, and in the booking's files.

Send a questionnaire

1. Create one from Bookings → Setup → Questionnaires.
2. Send it when you send a booking (choose it under Questionnaire (optional)), or from the booking's Forms and files tab.

Good to know

• A sent questionnaire is locked. If you edit the form later, questionnaires your clients already received do not change.
• Changing an inquiry form only affects new requests.