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Pro & Business

Client 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.

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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.

Question types
Short textLong textNumberDateDropdownMulti-selectCheckboxesRadio buttonsRatingFile link

Placeholder preview

How many children will Santa be visiting?
Answer: 3
  • Child 1 details
  • Child 2 details
  • Child 3 details

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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.

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.

Send schedule Automatic
  • Pre-booking

    Sent the moment a matching booking is created

  • Post-event

    Sent a set number of days after the last event date

Placeholder preview

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.

Your logo and colors
No login for clients
Works on any device

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.

Responses Inbox
  • Santa Family Visit

    Linked to booking, answered

  • Post-Event Review

    Linked to booking, awaiting reply

Placeholder preview

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 Visit

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.

Stop Chasing, Start Collecting

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Questionnaires: Client Details & Reviews That Collect Themselves | OvationCRM