Send Questionnaires from a Booking

Send a questionnaire to a couple from inside a booking, track responses, mark them collected, and export answers to PDF.

WAWritten by Wendor Admin

Bookings > Documents > Questionnaires

Open a booking, switch to the Documents tab, and find the Questionnaires section. Send the couple a structured form to gather wedding details - shot lists, dietary requirements, guest counts, file uploads - and view their responses without leaving the booking.

Before you start

Send a questionnaire

  1. Open the booking and switch to Documents.
  2. In the Questionnaires section, click Create Questionnaire.
Create Questionnaire button in the Questionnaires section of the booking Documents tab
Create Questionnaire opens the questionnaire form.
  1. Pick one of your saved templates from the Questionnaire Template dropdown. The sections and questions load into the form.
Questionnaire Template dropdown showing saved questionnaire templates
Picking a template loads its sections and questions into the form.
  1. Edit any section or question if you want to tailor this one for the couple, then save.
  2. Click Send Questionnaire to email it to the couple.
Send Questionnaire button on the questionnaire form
Send Questionnaire emails the form to the couple.

The booking status updates to Questionnaire Sent.

Mark as collected (filled out elsewhere)

If the couple filled out the questionnaire offline (in a meeting, on a different platform), you can record it here:

  1. Open the sent questionnaire from the booking.
  2. Click Mark as Collected.
Mark as Collected action on a sent questionnaire
Mark as Collected records an offline response without sending another email.

The booking status updates to Questionnaire Collected.

View the couple's responses

Once the couple submits, open the questionnaire on the booking to see the responses. The view has two tabs:

  • Questionnaire - the couple's answers, section by section.
  • Booking Details - a snapshot of the booking at send time, so you can compare what the couple originally agreed to against what they're saying now.

Export to PDF

  1. Open the completed questionnaire on the booking.
  2. Click the Download button.
Download button on a completed questionnaire
Download writes a PDF of questions and answers.

A PDF with the questions and the couple's answers downloads in a new tab.

Send another questionnaire

You can send the couple as many questionnaires as you like - the form supports adding more. Useful when you want to check in at different stages (early planning, week of the wedding, post-wedding).