Questionnaires let you save a group of custom questions once and apply them to any scheduling link, so you don't have to rebuild the same questions for every project.
When to use this
If you ask the same screening questions across multiple roles or reqs (work authorization, resume upload, certification level, years of experience), build them once as a questionnaire and apply that set to any project or personal scheduling link.
Where to find it (Projects)
Go to Projects and click on the project you want.
Open the project Settings.
Expand the Appearance and Custom Fields section.
Scroll down to Scheduling Form.
Here you'll see the option to attach a Scheduling Link Questionnaire.
From here you have two options: apply a saved question set, or add individual questions.
Creating a reusable questionnaire
From the custom questions section on any scheduling link, click Create & Manage questionnaires.
Click +Create.
Enter a Name (for example Account Executive) and an optional Description.
Check Make visible to your team if you want teammates to apply this set to their own scheduling links. Leave it unchecked to keep it private to you.
Add your questions and Save.
Your set saves to the list and is ready to apply to any scheduling link.
Building a questionnaire
Under Add a question, type your question.
Pick a Question Type from the dropdown.
Check Required if invitees must answer before booking.
Click Add question.
Question types available:
Single-line text
Multi-line text
Radio buttons
Checkboxes
Attachment (PDF, DOC, DOCX, JPG, JPEG, PNG, GIF)
Step 2: Applying a questionnaire to a scheduling link
Once you've created a questionnaire, you can then apply it to any scheduling link (personal or project).
On a project scheduling link:
Go to Projects and click into the project you want.
Open the project Settings.
Scroll down to Appearance and Custom Fields.
On your personal scheduling link:
Open your scheduling link Settings.
Scroll down to Appearance and Custom Fields.
Apply your questionnaire:
Click on the questionnaire dropdown menu.
Choose the set you want, for example Account Executive.
Click Apply. The questions load straight onto the scheduling link.
Add a one-off question
You can also add a question directly to a single scheduling link without saving it to a questionnaire. In the custom questions section, use Add a question, pick a type, mark it required if needed, then click Add question.
Edit or delete a questionnaire
Open any Project settings and scroll down to the Questionnaire section.
Click Create & Manage questionnaires
Choose Edit to update the name, description, visibility or questions.
Choose Delete to remove the set.
