On the profile of the customer you see the questionnaires the customer has filled out, and you can create a new questionnaire for the customer, e.g. if you fill it out together with the customer.

Get started

Open the profile of the customer, e.g. by searching for the customer under 'Search customer', and expand 'Questionnaires'.

(1) 'Create new form': Choose the questionnaire, and click 'Create form'. The questionnaire is created empty on the customer, and you fill it out with 'Edit'.

In the overview you see for each questionnaire when it was created and last edited.

(2) 'Completed': 'Yes' when the questionnaire has been filled out completely.

(3) 'Edit answers': See and edit the answers of the customer (see Edit form answers).

(4) 'Edit as customer': 'Quick login' locks the screen and opens the questionnaire as the customer sees it in online booking.

(5) 'Show answers': See the answers of the customer without editing them.

(6) 'Show PDF': 'Retrieve PDF' gets the PDF report of the questionnaire with the answers of the customer (see Edit PDF report).

(7) 'Delete': Delete the questionnaire of the customer.