Home Features Questionnaires
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Know your clients
before you even meet them

Create questionnaire templates, send them directly to a client or schedule them via your workflows. All answers are centralised in the client record.

Template: Family Session

4 questions · Automatically sent 7 days before

1
Short text
First name and age of each child?
Emma (6), James (3)
2
Multiple choice
Where would you like the session to take place?
Outdoors, park or forest
3
Free text
Are there any must-capture moments?
A big family hug and the kids running around
4
Yes / No
Are the children comfortable in front of the camera?
Awaiting response
Answers received 3 / 4
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Every session deserves perfect preparation

Every client is unique. Before arriving at the session, you need to know their expectations, style and constraints. Questionnaires let you collect this information automatically, without back-and-forth emails.

Create a template once, schedule it in a workflow, and answers arrive directly in the client record. You arrive at each session prepared, professional, and attentive.

No more "can you tell me..." emails: everything is collected automatically.

How does it work?

From template creation to receiving answers, everything is seamless.

1
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Create your template

Build your questionnaire by adding different types of questions: free text, multiple choice, yes/no, date, or file upload. Create as many templates as you have session types.

2
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Send to your client

Send the questionnaire directly from the client record in one click, or schedule it in a workflow to be sent automatically, for example 7 days before the session.

3
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View the answers

Your client's answers are saved automatically in their record. No more digging through emails — everything is available directly in your CRM.

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Questions tailored to every need

Each question can take the format that suits it best. Your clients respond easily from their email or client portal, on desktop or mobile.

  • Short or long text: for open questions and free-form wishes
  • Single or multiple choice: for predefined options (style, location, etc.)
  • Yes / No: for binary questions (agreements, availability...)
  • File upload: to share inspiration photos or documents
Each template can be reused indefinitely for all your clients.
Questionnaire · Family Session
Short text
First name and age of each child?
Emma (6), James (3)
Multiple choice
Where would you like the session?
Outdoors In studio At home No preference
Free text
Are there any must-capture moments?
"A big family hug and the kids running around in the grass..."
Yes / No
Are the children comfortable in front of the camera?
Yes No
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Manual or automatic sending, your choice

Two ways to send your questionnaires, depending on how you work.

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Send in one click

From a client or session record, send a questionnaire directly without leaving your workspace. Choose your template, review, send.

Example: A last-minute session added → you immediately send the appropriate questionnaire.
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Automated via workflow

Integrate sending a questionnaire into your workflows. It will be sent automatically at the right time, without you having to think about it.

Example: Session confirmed → D-14: questionnaire sent automatically.
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Answers in the client record

As soon as your client responds, the information is automatically saved in their record. You're notified and have everything at a glance.

Result: No more copy-pasting from emails — all the info is already where you need it.
Automated workflow example
Session confirmed
Trigger
Welcome email
D+0
Questionnaire sent
D-14
Answers received
In the CRM

For every session type, a dedicated questionnaire

Create as many templates as you have offerings. Each client receives exactly what they need.

Maternity & newborn sessions

Preparation

Collect the stage of pregnancy, people present, the desired atmosphere and important moments to capture. Arrive prepared for a serene session.

Weddings & events

Logistics

Gather key info: list of moments to capture, important people, venue constraints, schedule, desired style. Nothing is left to chance.

Professional photos

Briefing

Understand the industry, intended use of photos (LinkedIn, website, press), dress code, desired background. Deliver exactly what the business expects.

Post-session review

Satisfaction

Automatically send a satisfaction questionnaire after delivery. Identify your strengths, collect testimonials and build long-term client loyalty.

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