Every client gets a different document.
Copied forms drift out of date, and nobody is sure which version a client actually answered.
Client forms
Collect the details before the session, not during it.
Karavex questionnaires send clients a secure form tied to their booking or client record, let them save and come back, and keep every answer beside the work it belongs to.
Booking confirmed
Service summary
Portrait consult
2 hours30% required
Confirm
Intake by email thread loses the answers that matter.
Shot lists, preferences, locations, and approvals arrive across replies and attachments. By session day, the team is searching the inbox for what the client already told them.
Karavex versions the questionnaire.
Owners publish a template version and assign it to a booking or client, so each request records exactly which questions were asked.
Answers arrive where the team works.
Submitted responses stay connected to the booking and the client record instead of an attachment someone has to find.
What changes
Intake becomes part of the booking.
01
Versioned questionnaire templates assigned to bookings or clients
02
Secure client links with saved drafts and an optional due date
03
Requested, viewed, submitted, and overdue status visible to the team
What you can manage
Forms built for client work.
Questionnaires cover the details a session depends on, and every request keeps its own status so nobody has to follow up blind.
Six answer types
Short and long text, single and multiple choice, numbers, and dates cover shot lists, preferences, and logistics.
Versioned templates
Edit a draft, publish a version, clone it for another service, or archive it without changing what earlier clients answered.
Assigned to the right record
Attach a questionnaire to a booking or a client, choosing the record by name rather than by an internal ID.
Save and resume
Clients can keep a draft and return to it from the same secure link before they submit.
Due dates and overdue status
Set an optional due date; requests past it are marked overdue, so the team knows which clients to follow up with.
Reopen when plans change
Reopen a submitted questionnaire when a client needs to update an answer, with each change of status recorded.
How it works
From template to answered form.
The questionnaire follows the record the team is already working on, so intake status sits beside the booking.
Build the template
Write the questions, mark the required ones, and publish a version.
Assign it
Attach the published version to a booking or client, with an optional due date.
The client answers
They open their secure link or the client portal, save a draft if they need to, and submit.
Act on the answers
The team sees the responses and status, and automations can react when a questionnaire is requested or submitted.
Questions
Client form details.
Do clients need an account to fill in a questionnaire?
No. Each request has its own secure link. Clients who use the client portal can also complete their assigned questionnaires there.
What happens if I edit a questionnaire after sending it?
Edits go into a new version. Requests already sent keep the version they were assigned, so answers always match the questions that were asked.
Can a questionnaire trigger follow-up?
Yes. Requesting and submitting a questionnaire are automation triggers, so a workflow can send an email or call a webhook when either happens.
Features
Online booking
Booking pages, buffers, deposits, and rules that protect your calendar.
Client galleries
Proofing, selections, reactions, and delivery tied to each booking.
Payments
Deposits and balances handled inside the booking flow.
Adaptive booking
Booking paths that adjust to links, DMs, embeds, and referral context.
Social booking
Turn bio links and DMs into booking-ready client paths.
Studio point of sale
Explore booking-linked checkout for in-person studio payments.
API and integrations
Connect booking events to calendars, automations, and studio tools.
Client CRM
Keep leads, clients, notes, files, and booking history in one record.
Studio calendar
Coordinate staff, locations, resources, buffers, and availability.
Workflow automation
Trigger reliable follow-up from real booking and client events.
Client portal
Give clients one place for bookings, invoices, contracts, and files.
Booking analytics
See conversion, traffic sources, timing, and no-slot demand.
Contracts & invoices
Signatures in order, and invoices clients pay online or in installments.
Multiple locations
Hours, services, prices, and teams set for each location.
Resource booking
Rooms and equipment with capacity, buffers, and conflict checks.
Staff scheduling
Hours, time off, services, and locations for every team member.