Questionnaires
Pro & BusinessClient Details That Collect Themselves
Build the questions once. OvationCRM sends them with the booking, collects the answers, and files everything where your show can use it, before the event for the details you need, after it for the review you've earned.
Build It Once
Ask Once, Never Chase
Every questionnaire is yours to shape. Ten question types, each required or optional, reordered by drag, so the form matches exactly what this booking needs.
Ten question types, all yours to shape
A Santa visit that asks about each child, a keynote that asks who's in the room, a venue sheet that collects the on-site contact before load-in. Build whichever questionnaire your booking actually needs.
Required, optional, reordered by drag
Mark any question required or optional, and drag them into the order that makes sense. No fixed form, no starting over to move a field.
Retire a question, keep its answers
Stop asking something without losing what clients already told you. Retired questions leave their answers on the record.
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- Child 1 details
- Child 2 details
- Child 3 details
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Smarter Forms
Questions That Pay Attention
Questions can watch each other's answers. Ask how many children Santa will be visiting, and the form reveals a set of questions for each one, automatically.
Answers that open new questions
Ask "How many children will Santa be visiting?" and the form reveals a set of questions for each child. Three kids, three sections. Five kids, five.
A low rating asks what went wrong
After the show, a rating of 3 or lower can quietly open a follow-up question asking what happened, so you hear about a problem before it becomes a review.
Nothing that doesn't apply
No client ever scrolls past twenty questions meant for someone else's booking. They see only the questions their own answers call for.
Automatic Delivery
It Sends Itself
Link a questionnaire to a booking type or service and stop thinking about it. Pre-booking questionnaires go out the moment a matching booking is created. Post-event ones follow on your schedule.
Pre-booking, the moment it's created
Link a questionnaire to a booking type or service and it goes out the instant a matching booking is created. Created, emailed, and linked to the booking automatically.
Post-event, on your schedule
Pick how many days after the last event date the review request should go out, and it lands while the applause is still fresh.
Once per booking, ever
Each questionnaire sends a single time per booking. No client gets asked the same question twice by accident.
Pre-booking
Sent the moment a matching booking is created
Post-event
Sent a set number of days after the last event date
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Your Name on the Door
The page your client fills out carries your brand: logo, colors, and contact info, on every plan. It matches your invoice page, so everything a client receives from you looks like it came from you. No account, no app, no login for your client. One link, filled out on any device.
Where Answers Land
Answers Where You Work
Every response lands in one inbox and on the booking it belongs to, with a full trail on the booking's activity feed.
One inbox, and the booking itself
Every response lands in one inbox and on the booking it belongs to, right where you'd already be looking.
A full trail on the activity feed
Sent, opened, answered. Every step of a questionnaire's life shows up on the booking's activity feed.
Resend, copy, or let it expire
A link got buried? Resend it and clients get the same link, never a duplicate. Prefer text? Copy the fill link and deliver it yourself. Links can expire on your schedule.
Santa Family Visit
Linked to booking, answered
Post-Event Review
Linked to booking, awaiting reply
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Start From a Template
Built for Santa and Mrs. Claus Performers
Start with the Santa Family Visit template and the child-by-child questions arrive already built, wired to the "how many children?" reveal. More starters are on the way.
Santa Family VisitGood Questions
Frequently Asked Questions
Do my clients need an account?
No. Each questionnaire is one link that opens on any device. No login, no app, no attachments.
Can I send one manually?
Yes. Automation is optional. Send a questionnaire to any client from the questionnaire itself, or copy the link and text it yourself.
What happens if a client doesn't respond?
Links can expire on a schedule you set, and you can resend the same link anytime. Clients never get duplicates.
Which plans include questionnaires?
Pro and Business.
Ready When You Are
Stop Chasing, Start Collecting
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