Create a questionnaire

Why this matters

Every trade has a list of things it needs from a client and ends up asking for three times over text. A questionnaire asks once, in writing, and the answers stay attached to the event where you can find them on the day.

Do this

1. Open Questionnaires
   It is in the left nav, and also inside any event.
2. Create one and give it a name
   “Wedding day details” beats “Questionnaire 1” when you have four of them.
3. Add your questions
   Ask for what you will actually use. Every extra question lowers the chance they finish it.
4. Save it as a template
   Then it is reusable on every event instead of a one-off.
5. Send it from an event
   The client fills it in on the web. They do not need an account.

You’ll know it worked when

At least one questionnaire is saved against your account.

If it doesn’t go to plan

Low completion is nearly always length. Ten questions get answered; forty get abandoned. Split the day-of detail into a second one you send closer to the date.

If you are a…

DJs. First dance, entrance, do-not-play, and who is making announcements. Do-not-play is the one that saves the night.

Photographers & videographers. Family group shots by name, plus who is responsible for gathering them. That list is the single biggest cause of overrun.

Coordinators. Vendor contacts and arrival times. You are the one everybody calls when a supplier is late, so having the numbers already is the job.

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