Questionnaires allow you to collect additional information from users when they make a reservation, submit a specific work order type, or open a specific incident type. This is useful any time a standard submission form isn’t enough, for example: when booking an event space that requires setup details, when a work order type involves specific equipment or access needs, or when an incident type requires details like location or people involved. Questionnaire responses appear directly on the reservation, work order, or incident detail page, and are included in work order notification emails under Additional Questions.
Creating a New Questionnaire
Follow these steps to create a new Questionnaire:
Navigate to the Property Setup module and click Questionnaires.
Click +New Questionnaire.
Name the questionnaire and add a description. This will be visible to users when filling out the Questionnaire.
Click +Add Custom Question and fill out the form for each question:
Question Prompt: this is the question users will see
Question Type: Choose from one of the following types: scale, rate, checkbox, date, time, number, multiple choice, photo, text, email, and yes/no.
Question Label: a shortened version of the question for easy reference in downloads internal tables only.
Mark as Required: Optional item where it will require the end user to fill out the question response before submitting.
Repeat step 4 for each additional question you'd like to add.
Click Save.
If needed you can reorder your questions by using the "Move Up" or "Move Down" buttons to the right of each question. This will reorder how each question is listed within the Questionnaire itself.
Note: If you need to make changes after saving, you can edit, duplicate, or delete any questionnaire from the Questionnaires section. If you delete a questionnaire, you will also need to remove or replace it from any Work Order Issue Type or Amenity it was attached to.
Attaching a Questionnaire
After creating your Questionnaire, attach it to relevant areas where user input is required:
Amenities – Collect additional details when users make a reservation (e.g., guest count, special requests).
Work Order Issue Types – Request specific information related to maintenance or service requests (e.g., room number, equipment type, urgency).
Incident Types - Collect specific details when users open an incident (e.g., location, people involved, time of occurrence).
To attach to Amenity:
Navigate to Amenity Setup
Select the pencil icon to edit an existing amenity
Scroll down to the Custom Questionnaire section and select the questionnaire dropdown.
Save your changes. Now, when users submit reservations, they will be prompted with the questionnaire before submitting
Note: Only one questionnaire can be selected per amenity space. If you need to add more questions, please edit the questionnaire in Property Setup.
To attach to Work Order Issue Type:
Navigate to Work Order Issue Type page
Select the pencil icon to edit an existing issue type (or create a new one).
Select the Custom Questionnaire dropdown.
Save your changes. Now, when users submit work orders, they will be prompted with the questionnaire before submitting
To attach to Incident Type:
- Navigate to Incidents → Incident Setup → Incident Types.
- Select the pencil icon to edit an existing incident type (or create a new one).
- Select the Custom Questionnaire dropdown.
- Save your changes. Now, when users open an incident of this type, they will be prompted with the questionnaire before submitting.