---
title: "Survey Forms"
slug: "survey-form"
updated: 2026-04-27T07:23:16Z
published: 2026-04-27T07:23:16Z
canonical: "support.bookingtimes.com/survey-form"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.bookingtimes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Survey forms

This article will cover how to create a survey form that can be completed by your clients, how they can be accessed, how they can be sent via a newsletter, and how to view the list of completed surveys. Please note only a single survey can be created.

## Creating a survey

### Steps

1. Navigate to **Setting** > **Client CRM** > **Survey Forms**

![Survey - setup menu](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Survey%20-%20setup%20menu.png)

1. Enter the survey name in ***Form Name***
2. Add a short description in the ***Description*** text area
3. If you're creating this as a new survey form, click **Save**, and then the **Edit Form** link will appear to click. If you're editing an existing survey form then click the **Edit form** link.

![Survey - setup survey](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Survey%20-%20setup%20survey.png)

1. Drag and drop fields from the left panel onto the central panel to add them. Note this is using the same editor as you would for [Intake Forms](/v2/docs/creating-an-intake-form#creating-an-intake-form):
  1. Enter field details on the right
  2. Drag fields off the form to remove them
  3. If you want to make a field mandatory check the box under the field name
2. Click **Save**

![Survey - setup survey new](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Survey%20-%20setup%20survey%20new.png)

---

## Client access to survey

The survey form can be accessed by the client directly from their client details page.

1. Client logs into website and is on their the **My Profile** page
2. In the left hand menu, client clicks **Take Survey**

![Survey - client details](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Survey%20-%20client%20details.png)

1. Client sees the following message and completes survey, and clicks **Submit**

![Survey - client completes](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Survey%20-%20client%20completes.png)

---

## Adding survey to a newsletter

The link to the survey can be added to a newsletter. To create and send a newsletter please see the [Newsletters](/v2/docs/newsletters) article for more details, then following the next steps to edit the content.

1. Navigate to the newsletter you wish to add the survey link to.
2. Click in the text box to edit newsletter content
  - Click the **@SurveyPage** placeholder from the right to insert it into your message. This will automatically create a link for the user which takes them to the survey form.

![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-L09A5G6J.png)

---

## Viewing completed surveys

### Steps

1. Navigate to the **Clients** menu
2. Click the **Surveys** link in the left hand menu

![Survey - completed list 3](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Survey%20-%20completed%20list%203.png)

1. Select any of the links on a row to view the details of the survey

![Survey - completed list 2](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Survey%20-%20completed%20list%202.png)

---

## Deleting a survey

### Steps

1. Navigate to **Setting** > **Client CRM** > **Survey Forms >** select Survey to delete
2. Click **Delete Form** link at the bottom of the form ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-M151Z4FG.png)