Questionnaire templates
Your reusable sets of questions, ready to send or attach.
Templates → Questionnaires lists them by Name and when each was Updated. Opening one shows a Questions count, when it was Updated, and every question with its type, whether it's required, and any condition on it, so you can read it before using it.
Making one
New template opens the builder. Add from CoreHue pulls a ready-made one from CoreHue's library, with a preview of the form beside the list. Duplicate, in a template's three-dot menu, copies one of yours.
You can also build a questionnaire for one client and then Save as template from the composer, which is often how the good ones come about.
Using one
Open a template and Use template starts a new questionnaire request pre-filled from it. Edit sits beside it, and Delete is in the three-dot menu.
You can also reach for one wherever a questionnaire is built: in the request composer with Start from template, and on a booking service's intake questions and scheduled questionnaires.
In every case the content is copied. The live version is its own thing from that point on.
What's worth having
A pre-session form for the details you always need. The single most useful one, especially scheduled to send itself before every booking. See Sending after a booking.
A feedback form for afterwards. Testimonials are much easier to collect with a form than by asking.
A wedding form, if you shoot weddings. They need far more detail than anything else.
The ones you start with
New accounts get five, picked for the kind of work you said you do. Everyone gets Project Details and Session Feedback. The rest are matched to your specialisms.
If you shoot several kinds of work, the picks lean towards your main one. Use Add from CoreHue to pick up the others.
Editing a template
Changes apply to questionnaires created afterwards. Requests already sent keep their questions. That's right: changing the questions while someone is answering would be worse.
The catch worth remembering: a questionnaire on a booking service is a copy. Improving your template doesn't improve what the service sends. Edit it on the service.
If you update a form and want the change everywhere, check your services as well as your templates.
Deleting
Delete removes the template permanently. Answers already collected keep their own copy, and past requests stay in your history.
Keeping them useful
Questionnaires rot quietly. Questions get added and nothing ever gets removed. A year later, clients are answering things nobody reads.
Once a year, open your main one and delete anything you haven't used. Shorter forms get finished. A finished form beats a thorough one nobody completes.