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Clients & sales

9 min read

Collect details with questionnaires

Build flexible client forms, revise drafts, share a public link, and receive complete shoot information.

What you’ll achieve

Complete, structured client information that your team can use before the shoot.

01

Build the questionnaire

Ask only for information that will change how you plan, photograph, or deliver the event.

  1. 1

    Choose New questionnaire

    Add a title, short explanation, client, and optional expiry date.

  2. 2

    Add fields

    Choose from short text, long text, email, phone, date, time, number, dropdown, single choice, and yes/no fields.

  3. 3

    Mark required answers

    Require details the client must provide before submitting.

  4. 4

    Create the draft

    Save privately so you can review the form before it reaches the client.

Studio tips
  • Group related questions and keep labels direct.
  • Use choice fields when a fixed list will make answers easier to review.

02

Edit, send, and copy the link

Drafts can be corrected and reassigned before sending; sent forms keep a stable public link.

Workflow at a glance

Step 1Build draft
Step 2Edit & assign client
Step 3Send or copy link
Step 4Client completes
Step 5Submission recorded
  1. 1

    Edit the draft

    Update the title, client, expiry, questions, options, or required fields.

  2. 2

    Send

    Qubold makes the form available, queues the client message, and copies the public link.

  3. 3

    Copy or open the link

    Use the actions on the questionnaire row whenever you need to share or preview it again.

  4. 4

    Avoid changing a sent form

    Once the client can respond, the question set is kept stable for a reliable record.

03

Receive the response

The public form validates required answers before the client can submit it.

  1. 1

    Client opens the link

    They see your studio identity, form explanation, and any connected event context.

  2. 2

    Client completes required fields

    Missing or invalid answers are highlighted before submission.

  3. 3

    Submission is recorded

    The questionnaire moves to Submitted and the response count updates.

  4. 4

    Open View responses

    From Questionnaires, choose View responses to see the respondent, submission time, and every answer.

  5. 5

    Use the answers in production

    Bring timelines, preferences, and shot details into event preparation.