Build a questionnaire template
Collect information specific to your service without repeating shared wedding details.
Before you start
- List the answers you need for preparation and delivery.
Step by step
Create or open a template
Give it a client-friendly title and a short explanation of when to complete it.
Add focused questions
Choose suitable field types for short answers, longer notes and any supported uploads or choices.
Review required answers
Make a field required only when the answer is necessary at that stage. Leave room for details that are not yet known.
Keep shared details separate
Names, venues and ceremony timings entered in Our details can appear in the job’s wedding details and questionnaire area. Supplier information belongs in Supplier team.
Save and assign
Save the template, then open the intended job’s Questionnaires section and assign it. Check the client-facing questionnaire and use the portal or email controls to invite the couple when ready.
What happens next
The job has a questionnaire designed for the information your team needs.
Helpful tips
- Assigning a questionnaire and sending a notification are separate actions unless you have explicitly configured an automation.
Troubleshooting
Answers are missing
Check that you opened the right job and questionnaire, and that the couple saved or submitted their answers.
Venue details appear elsewhere
Review Wedding details and the shared details shown in Questionnaires before adding duplicate questions.
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