# How questionnaires work

> Send clients a questionnaire for timelines, addresses and must-have shots, and get every answer back in one place. How CoreHue questionnaires work.

Source: https://help.corehue.co/docs/questionnaires/how-questionnaires-work/

Send a questionnaire to collect details from a client before or after a session. Their answers save in CoreHue, where you can read them from the request or the contact's page.

> **Limited on the Free plan**
The Free plan includes 5 questionnaire sends in total. Questionnaires sent automatically by a booking service don't count. Plus and Pro send unlimited questionnaires. See [CoreHue plans](/docs/plans-and-billing/corehue-plans).

## Templates and requests

Two things share the name, and it helps to separate them early.

- **A template** lives under **Templates → Questionnaires**. It's a reusable set of questions you build once. See [Questionnaire templates](/docs/templates/questionnaire-templates).
- **A request** is what one real client receives. You'll find requests under **Documents → Questionnaires**. Each one has its own copy of the questions, its own link, its own status and its own expiry.

Editing a template never changes a request that's already out. Nobody should find the questions shifting while they're halfway through answering.

## Three ways questionnaires reach your clients

1. **You send one.** Pick a contact, inquiry or booking, add your questions and send. See [Sending a questionnaire](/docs/questionnaires/sending-a-questionnaire).
2. **A booking service asks during booking.** Intake questions are part of the booking form, so answers arrive with the booking. See [Adding a contract and questionnaire to booking](/docs/online-booking/contracts-and-questionnaires-in-booking).
3. **A booking service sends one later, on a schedule.** When the booking is confirmed, a set number of days before the session, or after it. See [Sending a questionnaire automatically after booking](/docs/questionnaires/sending-after-a-booking).

That third option is easy to overlook, and it saves the most time. A questionnaire that sends itself two weeks before every wedding is a job you never do again.

## Questionnaire or contact form?

They point in opposite directions.

- **Questionnaires go out to someone you already know.** You chose who gets it and you're waiting on their answers.
- **[Contact forms](/docs/contact-forms/creating-a-contact-form) come in from people you don't know yet**, and create a new contact when submitted.

Asking a booked couple about their timeline is a questionnaire. Letting a stranger ask about your availability from your website is a contact form.

## What your client sees

Your client gets an email with a **Complete questionnaire** button. The form opens on your branded client page, with no sign-in. Their answers save as they go, a progress bar shows how far along they are, and they review everything before choosing **Submit answers**. See [Filling out a questionnaire](/docs/for-clients/filling-out-a-questionnaire).

## How the Free plan limit works

On Free, a questionnaire counts once, the first time you send it or share its link yourself. Resending the same request doesn't count again, and nothing a booking service sends or asks for counts at all. The count includes your history, so if you sent five or more on a paid plan or trial, you're already at the limit on Free. When you reach it, sending opens **Questionnaire limit reached** with an option to upgrade.

[Reminders](/docs/questionnaires/document-reminders) for unanswered questionnaires are on Plus and Pro.

## Frequently asked questions

### Do my clients need an account to fill in a questionnaire?

No. Your client opens the questionnaire link from their email and answers straight away, on any device, without a CoreHue account.

### Can I send the same questionnaire to lots of clients?

Yes. Build the questionnaire once as a template under **Templates → Questionnaires**, then use **Start from template** each time you send one. Each client gets their own request with their own answers.

### Where do I find answers from questionnaires a booking sent?

Answers from questionnaires a booking sent are on the booking itself and on the contact's **Questionnaires** tab. The **Documents → Questionnaires** list shows the requests you sent by hand. See [Viewing questionnaire answers](/docs/questionnaires/viewing-responses).

### Can I put a questionnaire inside a proposal?

No. New proposals don't carry a questionnaire. Ask what you need during booking, or send a questionnaire once the booking exists.