Do you need any specific information from your clients before their first session with you? Or do you want feedback from your clients after your appointment? Then the app ‘Surveys’ might be a good choice for you! The app allows you to send out surveys to your clients, either manually or automatically, and to digitally gather the responses in different formats. On the following page, you will learn how to set up surveys and get started with the app. Choose to learn through our visual video guide, or check the written guide below.
Start by activating the Survey app in the App menu. Then, go to ‘Settings’ in the top menu bar and click on Surveys. Here, you can choose to create a new survey and view all your existing surveys:
Click on ‘New survey’ to create your first survey.
2. Questions: Add the first questions to your survey and include a short description of the question if you like. You can also choose a question type, which will determine how the question will be answered by your clients. Six alternatives are available:
When you have added a question and chosen a question type, click on Add new question. Then, simply add as many questions as you like to your survey. Finally, click ‘Next’.
3. Sending: In the third step, you can choose the set up an automatic sending of your survey:
An automatic survey allows you to automatically send out your survey to your clients, for example, 2 days after or before your appointment. A number of alternatives can be found here:
Choose the settings that you prefer and then click on ‘Save’. You can then choose to set up a second or third automatic send-out, if you, for example, want your clients to answer the survey both before and after their appointment.
Finally, click on ‘Create survey’ to save and activate the survey for your clients.
If you prefer to send out your surveys manually to specific clients, you can do so by: