A questionnaire is a set of questions you send to a client who has already booked, or is about to: the timings of the wedding day, the people in the family photos, the style they like. They answer from a private link, and the answers land in the project, ready when you need them. No more long email threads.

Questionnaire or form? Use a questionnaire for a client you already have, about a specific job: it's private and linked to a project. Use a form for people who don't know you yet: it's public, sits on your website, and creates the client for you.

Create a questionnaire from a template

You don't need to write the questions every time. Start from a template and change only what's different.

Open Apps in the left bar, then Questionnaires, and press New questionnaire. You can also start from the project, with the + next to Questionnaires in the Journey.
Choose the Project. The templates unlock after that. From the project sheet, the project is already chosen.
Click a template. Each one shows how many questions it has and whether it's yours or from Mosaii.co. Or choose Blank questionnaire.
The questionnaire opens straight away, with the template's name and questions. Nothing else to confirm.

Adjust the questions

The questionnaire page has three tabs: Questions, Responses and What the client sees.

Opening message — a few words the client reads before the questions. For example: “Hi Giulia, to prepare your day we need a few details. It takes 10 minutes.”
Add question — choose the type: Short text, Long text, Single choice, Multiple choice, Yes / No, Number, Date or Email or phone. Switch on Required if the client must answer.
Text block — a heading and a paragraph between questions, to introduce a new part. The client reads it, no answer needed.
Reply by — a date in the header. The client sees it at the top of the questionnaire.

Open What the client sees to try the questionnaire as your client will, then press Save.

Send it to the client

Press Send to client at the top of the questionnaire.
Choose how: By email (Mosaii.co sends it to the client's address), Copy the link (you send it yourself, on WhatsApp or anywhere) or Add to portal (it appears in the client portal with a notification).
The status changes to Sent. In the list, the questionnaire moves to the Waiting view, with how many days it has been waiting.

No answer yet? Open the questionnaire and press Send reminder: the same window, with a gentle nudge as the text.

What the client sees

The client opens the link, without an account or a password. They see your opening message, then the questions one after the other, with a counter of how many they've answered. Required questions must be answered before Submit works.

After sending, the client sees a thank-you message, and the link stops accepting new answers. The questionnaire becomes Responded.

Read the answers

You get a notification when the client responds. Open the questionnaire and go to the Responses tab: each question with its answer, in order, and when they responded. From there you can:

Copy text — to paste the answers into a note or a message.
Download PDF — to keep a copy or print it.
Export CSV — to open the answers in a spreadsheet.

Did the client forget something? Choose Reopen for the client. They find the questionnaire already filled in and can correct it. The earlier answers stay in the history.

Make your own templates

Sent a questionnaire that worked well? Open its ··· menu and choose Save as template. Next time it's in the list of the New questionnaire window.

All your templates are in Questionnaires › Templates. Mosaii.co templates are read-only: press Duplicate and edit to make your own copy.

Good habits

Keep it short. Ask only what you need for the next step: a short questionnaire gets answered.
Don't make everything required. Only what you really can't do without.
Write the opening message. It tells the client why you're asking and how long it takes.
Set a Reply by date for questionnaires that must be back before the shoot.

See also Projects, Forms and Client portal.