Questionnaires and skills
Build intake forms, medical questionnaires, and a skills library for teams and services.
Settings → Questionnaires & Skills combines two related tools:
- Questionnaires — structured forms customers or staff complete around booking
- Skills library — labels you attach to employees and match on services
Questionnaires
What questionnaires are for
Use questionnaires to collect information before or after booking — for example medical history, expectations, permissions, or custom surveys. Answers can gate whether a booking can proceed.
Creating a questionnaire
- Open Settings → Questionnaires & Skills.
- Click Create questionnaire.
- Set name, kind, and whether it is required.
- Choose timing — when the form appears relative to payment and confirmation, for example:
- Before booking payment
- After payment, before confirmation
- After booking
- After booking completion
- Define sections, steps, and questions (short text, long text, single choice, multiple choice).
- Assign services (all services or selected services only).
- Optionally configure expiry, reminders, and auto-cancel if the form is not completed in time.
- Save and set the questionnaire active.
Conditional logic
Steps and questions can use conditions so later questions only appear when earlier answers match. Use this to keep long forms manageable.
Targeting receivers
Assignments can target all receivers on a booking or specific receiver types, depending on how the questionnaire is configured.
After publish
- Customers see the questionnaire in the portal or booking flow at the chosen timing.
- Staff may be prompted in admin flows where supported.
- Incomplete required questionnaires can trigger reminder emails and automatic cancellation when auto-cancel is enabled.
Skills library
The Skills library section lists skills you can attach to employees under Teams and require on services in the service wizard.
Typical flow:
- Add skills here (for example “Massage”, “Level 3”, “First aid”).
- Assign skills to team members.
- On each service, specify which skills are required so only qualified staff appear in availability.
Skills do not replace questionnaires — they filter who can perform a service; questionnaires collect information about the booking or receiver.