Manage questionnaires

In questionnaires, you can add a Health Questionnaire, Aesthetic Interest Questionnaire, COVID-19 questionnaire and Custom Questionnaire for a client.

✅ What you can do

• Add a Health, Aesthetic Interest, COVID-19 or Custom questionnaire
• View and update answers to any questionnaire
• View uploaded files within a questionnaire
• Download completed questionnaires

➕ Add a questionnaire

1. Click the Clients menu.
2. Click on the client from the list.
3. Go to the Questionnaires section in the client details page.
4. Click the +Add button — opens the Add a Questionnaire pop-up.

Health Questionnaire

5. Click Health Questionnaire — opens the View/Update Health Questionnaire pop-up.
6. Fill out the answers and click Submit. Click Cancel to discard.

Aesthetic Interest Questionnaire

5. Click Aesthetic Interest — opens the View/Update Aesthetic Interest pop-up.
6. Fill out the answers and click Submit. Click Cancel to discard.

COVID-19 Questionnaire

5. Click Covid-19 Questionnaire — opens the View/Update Covid-19 Questionnaire pop-up.
6. Fill out the answers and click Submit. Click Cancel to discard.

Custom Questionnaire

5. Click Custom Questionnaire — opens the Custom Questionnaires list.
6. Click the + button to add a questionnaire — opens the Custom Questionnaire pop-up.

7. (optional) Click the Three lines button to view all submitted questionnaires for this client — opens the Added Questionnaires list.

👁️ View & download questionnaires

1. Go to the Questionnaires section in the client details page.
2. Click the Files link on a questionnaire to view or download uploaded files.
3. Click the Eye icon to view questionnaire details.
4. Click the Download button to download the questionnaire.

Updated on: 19/06/2026