Questionnaires

Questionnaires let you collect information from clients through structured forms. Build a template once, send it to one or more clients, and review their responses — all without leaving Folia.

Creating a Questionnaire Template

1. Go to Questionnaires in the sidebar.
2. Click New Template.
3. Give the template a title (e.g. "Initial Consultation", "Day-of Details", "Vendor Preferences").
4. Click Add Question to add your first question.
5. For each question choose a type:
   • Short Answer — a single line text field
   • Long Answer — a multi-line text area
   • Multiple Choice — radio buttons with options you define
   • Checkboxes — multi-select with options you define
   • Date — a date picker
   • File Upload — lets the client upload a document or image
6. Mark questions as required if needed.
7. Continue adding questions, then click Save Template.

Previewing a Template

Click Preview on any template to see exactly what your clients will see when they fill it out. The preview opens in a new tab.

Assigning a Questionnaire to a Client

1. Open the template you want to send.
2. Click Assign to Client.
3. Select the wedding (and therefore the couple) to assign it to.
4. Click Send.

The couple receives an email notification. A Questionnaires item appears in their sidebar. When they complete the form, you're notified and can view their responses.

Viewing Responses

1. In Questionnaires, click the template.
2. Click the Responses tab.
3. Select a wedding to see that couple's answers.

Responses are displayed question by question alongside the client's answers. You can add internal notes to any response for your own records.

Editing Templates

Templates can be edited at any time. Edits do not affect questionnaires that have already been assigned — only new assignments use the updated template.