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Questionnaires

Questionnaires let you collect information from clients using custom forms. Build a form, send it, and see the responses.

What you can do​

  • Build custom forms with lots of field types
  • Add conditional logic so fields appear based on previous answers
  • Send manually to any client by email or link
  • Automate sending after a booking is confirmed
  • Embed forms in your booking flow as intake questionnaires
  • Accept file uploads in the form
  • Let clients update their answers after submitting
  • Set expiry dates

How it works​

There are two things to understand:

  • Questionnaire - The form itself: the title, description, and fields. This is your reusable template. You can edit it anytime. Find all your questionnaires under Questionnaires.
  • Request - A specific form sent to a specific client. When you send a questionnaire, CoreHue saves a copy of the form as it looks right then. If you edit the questionnaire later, forms already sent to clients stay the same. Find all your sent forms under Questionnaire Requests.

These live on separate pages so you can manage your form library separately from tracking who has responded. This means you can keep improving your forms without affecting anything already out with clients.

Starter templates​

When you create your account, CoreHue sets you up with starter questionnaires based on your specializations, like "Wedding Day Details," "Portrait Session Details," or "Session Feedback." Use them as-is or customize them to match the way you work.

Deleting questionnaires​

You can delete a questionnaire if it has no active requests out with clients. If requests are still pending or awaiting responses, CoreHue will let you know and block the deletion to avoid losing client-facing forms. Cancel or complete those requests first, then delete.