Client questionnaire for online booking
Create service questions, collect answers, and include extra appointment time
Why use a questionnaire
A questionnaire collects important information before the visit. Questions can be linked to specific services, and the answers can then be viewed in the appointment details.
How to create a question
- Open the client questionnaire section
- Add a new question
- Enter short, clear wording
- Choose the answer type
- Decide whether the answer is required
- Link the question to the relevant services
- Add time before or after the visit when needed
- Save and make a test booking
Question types
Text answer
The client enters a free-form response
Option selection
The client selects one or more prepared answers
Link or explanation
Provide useful information before booking confirmation
Required question
The client cannot finish without answering
Questions for specific services
Show only questions relevant to the selected procedure
One question can be linked to one or more services. The client sees it only when the order contains a matching service.
- Open the question settings
- Select the services that require it
- Do not attach a general question to every service without a reason
- Test each scenario through the public booking flow
Additional time
Before the visit
Add preparation time before the main service starts
After the visit
Add time for finishing, cleanup, or recovery
Total duration
The slot must include the service and all added time
Calendar
The occupied time is considered when available slots are calculated
Where to view answers
- Open the calendar
- Select the appointment
- Open the appointment details
- Find the client questionnaire section
- Review the answers before the service begins
Recommendations
Ask only what matters
A shorter questionnaire is easier to complete
Link to services
Do not show questions unrelated to the client's order
Privacy
Do not request sensitive data unless it is genuinely necessary
Test it
Complete the questionnaire as a client after every change
The questionnaire should improve the visit
Ask questions only when the answers affect preparation, duration, or the safe delivery of the service.