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Sharing a questionnaire

When a form is ready, you send it from Templates → Questionnaires. Open the questionnaire and click Send.

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You need a public username set before you can share a questionnaire, that's what gives your form its own web address. You can set one in your profile.

Who it's for​

First, choose who you're sending to under For:

  • Client: someone already in your client list. (Don't have them yet? Use the inline Add client to create one on the spot.)
  • Inquiry: someone who reached out through your booking page. See Leads and inquiries.
  • Booking: a confirmed booking.

Then pick the exact record from the list.

Options before you send​

  • Expiry Date: optional. After this date, the form closes and the client can't fill it in anymore.
  • Allow edits after submit: let the client come back and change their answers after they've submitted.

Two ways to deliver it​

Send by email​

This opens a short composer:

  • To, Cc, and Bcc fields.
  • A ready-made subject line with the questionnaire's title and your business name, which you can edit.
  • An option to send a copy to yourself.

To send by email, the contact needs an email address on file.

This creates the request and gives you a link to share however you like, a text, a chat message, your own email. CoreHue asks Mark as sent? so your tracking stays accurate.

What your client sees​

Your client opens the link with no login needed. They'll see:

  • Your branding at the top.
  • A status, Action needed, Submitted, Expired, or Unavailable.
  • The form itself, with required questions clearly marked.
  • A Submit button, with a quick confirm before it goes through.

Once submitted, the page becomes read-only with a Responses received banner and a Print button. If you turned on Allow edits after submit, they'll also see an Edit Responses button to update their answers.

Next steps​