# Sending a questionnaire

> Send a questionnaire to a client by email or link, set a close date, and see what your client sees while they answer. Step by step for photographers.

Source: https://help.corehue.co/docs/questionnaires/sending-a-questionnaire/

Pick who it's for, add your questions, and send. Your client gets an email with a **Complete questionnaire** button and can answer on their phone in a few minutes, with every answer saving as they go.

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

## Create and send a questionnaire

1. Go to **Documents → Questionnaires** and choose **New questionnaire**.
2. Under **Related to**, choose **Contact**, **Inquiry** or **Booking**, then pick the record.
3. Add your questions, or choose **Start from template** to copy a saved set in.
4. Optionally set an **Expiry date**, the last day your client can submit.
5. Choose **Save & send**.
6. Check the email, edit the **Subject** and **Message** if you like, and send.

Each request goes to one person. To ask two people the same questions, send it twice.

**Save draft** keeps the request without sending it. Drafts don't show in the Questionnaires list, which only lists requests that have gone out, so a draft is easy to lose track of.

### Personalizing the email

**Use template** drops in a saved [email template](/docs/templates/email-templates), and the toolbar's **Variables** menu can greet your client by first name. Your client's email has a **Complete questionnaire** button that opens the form.

## Share a link instead

Open the request and choose **Share** to copy its link. Send it wherever your client actually replies: a text, WhatsApp, or your own email.

Sharing a request that hasn't been sent yet asks **Mark as sent?** first, because once the link is out, the request is live.

## Set or change the close date

Open the request and choose **Set expiry**, or **Edit expiry** if it already has one. After that date, your client can't submit and the request reads **Expired**.

A close date helps you as much as your client. A questionnaire with no end tends to sit open forever, and it's also what lets "before close date" [reminders](/docs/questionnaires/document-reminders) work.

## Resending

**Resend questionnaire** sends the same request again with the same link. Use it when your client can't find the first email. Resending never counts towards the Free plan limit.

## What your client sees

The questionnaire opens on your branded client page with your logo, title and description. No sign-in.

- **Answers save as they go.** A small marker reads **Saving**, then **Saved**. Your client can start on their phone, get interrupted, and come back later without losing anything.
- **A progress bar** shows how much they've answered. Conditional questions appear as their answers make them relevant.
- **Review answers** shows everything they've entered, with **Back to edit** if they want to change something and **Submit answers** to send it.

Once submitted, they see "Thank you, your answers have been submitted" with a read-back of their answers. See [Filling out a questionnaire](/docs/for-clients/filling-out-a-questionnaire).

## After your client submits

Answers can't be changed once submitted, by your client or by you. If something needs correcting, send a fresh request, or just ask. A quick message is often faster than a second form. See [Viewing questionnaire answers](/docs/questionnaires/viewing-responses).

## Editing a questionnaire that's out

You can still change the questions on a sent request with **Edit**, until it's answered or its close date passes. If your client is partway through, they'll see a note that the questionnaire was updated, and their answers to the questions you didn't change are kept. Where you can, edit between sends rather than during one.

## Cancelling a request

Choose **Cancel request** from the request's menu to stop one you sent by mistake or no longer need. Your client can't submit it, and their page says you no longer need their answers.

## Frequently asked questions

### Does sharing a link count towards the Free plan limit?

Yes. On the Free plan, a questionnaire counts toward the 5-questionnaire limit the first time it's sent or shared. Resending or sharing it again doesn't count twice.

### Can my client save and come back later?

Yes. Questionnaire answers save automatically as your client types, so they can close the page and pick up where they left off from the same link.

### Can I reopen a questionnaire after my client submits?

No. Submitted questionnaire answers are final. Send a new request if you need more, or ask the follow-up directly.

### My client says the link doesn't work. What should I check?

If the page says "This questionnaire is closed", the close date passed before they submitted. If it says "This questionnaire was withdrawn", the request was canceled. In both cases, send a new request. If the link opens nothing at all, choose **Share** and send the link again.