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Chapter 6 · Contracts, questionnaires and forms

Make a questionnaire

About 10 minutes

A questionnaire is the list of questions a client answers when they book, such as who is coming and what they plan to wear.

Every session type has its own, so here you build one for Portrait Session, which comes with Mankai.

Step by step

Get there

  1. Move your mouse over Studio in the top bar.

  2. Press Forms.

Open the form

  1. Press Build form on the Portrait Session card.

Add a text question

  1. Press Long Text in the Fields list. A question appears in the middle, and its settings open on the right.

  2. Type your question in Question or label, such as Who is coming to your session?

  3. Add a short hint in Help note.

  4. Press Validation, then tick Required so clients cannot skip this question.

Add a question with choices

  1. Open Multiple Choice in the Fields list and press Radio Buttons.

  2. Type the question, such as What kind of photos are you hoping for?

  3. Press Answer choices, then press + Add choice three times.

  4. Type your own words over Option 1, Option 2 and Option 3.

Finish, name and save

  1. Add more questions the same way: Number for how many people, Long Text for ages and outfits, Checkboxes for special plans.

    To move a question, drag it by the dotted handle at its left edge.

  2. Press Settings and type a Form name you will recognise, then press Save form at the top right.

  3. Press Close at the top left. The Portrait Session card now says Ready and shows how many fields it has.

You're done when

The Portrait Session card says Ready with 7 fields, so clients who book that session type answer your questions. Do the same for each session type you offer. In Make a session type you tick Require questionnaire and pick your contract.

If something's not right

Where do clients see these questions?

They answer them when they book that session type. What clients see when they book walks through the booking screens.

I want a questionnaire for another session type

Each session type has its own card on Forms. Press Build form on that card and add its questions the same way.

How do I change a question later?

Open Studio, then Forms, and press Edit form on the card. Change the question and press Save form.

Pro Pro adds extra steps, show-or-hide rules and saved fields you can reuse in the form builder.