Wedding Desk is currently in beta. These guides describe the workflows that are available now. Some articles are still being expanded with fuller instructions, screenshots and video.
What this article covers
Create a questionnaire when you need extra questions beyond the structured intake.
When to use a questionnaire
Use a questionnaire for flexible follow-up questions that are specific to this wedding or your workflow.
Use Intake for structured wedding details that belong in the core client request. Use Style notes for visual direction.
Steps
- Open the project.
- Go to Questionnaire.
- Choose Use standard questions if you want a starting point.
- Choose Start blank if you want to create the questions yourself.
- Add or edit the questions.
- Click Save questionnaire.
- Use Save as template if you want to reuse the question set later.
What happens after saving
The questionnaire is saved to the project. The couple can answer it through the client request flow, or answers can be recorded live when that option is available.
How this connects to Intake
Sharing is routed through Intake. If you need to send the questionnaire to the couple, see Share a questionnaire link.
Tips & suggestions
- Ask questions that lead to a decision.
- Avoid long question sets if the answer will not affect planning, delivery or communication.
- Review answers before turning them into timeline, shot or vendor details.
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