Send questionnaires
Collect guest info, preferences and logistics with a form link.
- Open Approvals → Questionnaires and choose New questionnaire. Start from the library (event brief, guest information, dietary & access needs, VIP protocol, design preferences) or build your own.
- Add questions and choose which ones map to guests (names, dietary needs, accessibility).
- Copy link and send it, or let the client open it from the portal.
- Answers land in the event: guest details update the guest list, and the rest are saved to the matching workstream on the map.
People can save part-way and come back with the same link.
Didn't find what you needed?
Signed in? Use the chat in the corner of the workspace. Otherwise, send us a note and a person will reply.