Setting Up Questions

Questions let you collect extra information from clients during the ordering process. They appear after the client selects their services and before they enter property details. Questions can also adjust the order total based on the client's answer. This guide walks through creating and configuring questions.

Written By David Dayan

Last updated About 10 hours ago

Questions let you collect extra information from clients during the ordering process.

They appear after the client selects their services and before they enter property details. Questions can also adjust the order total based on the client's answer. This guide walks through creating and configuring questions.

Getting Started

  1. In the admin dashboard, go to Ordering from the sidebar.
  2. Switch to the Questions tab.
  3. Click the Add Question button in the top-right corner.

Question Basics

Question Text

This is the prompt your client will see (e.g., "What song would you like for the video?" or "How many bedrooms does the property have?"). Keep it clear and concise.

Description

An optional helper paragraph that appears below the question text. Use it to provide context or instructions, like "We'll use this to plan the shot list."

Answer Types

Each question has one of four answer types. Select the type from the Answer Type toggle group.

Text

A free-form text input. Clients can type any response.

  • Placeholder Text: An optional hint shown inside the input field (e.g., "Enter your preferred song title..."). This helps clients understand what kind of answer you're looking for.

Number

A numeric input where clients enter a number.

  • Price Per Unit: Optionally charge an amount for each unit the client enters. For example, if you set Price Per Unit to $25 and the client enters 5, the order total increases by $125. Leave this at $0 if the question is just for information and shouldn't affect pricing.

Single Select

Clients choose one option from a list. This is great for yes/no questions or when you want them to pick from a set of choices.

Multi Select

Clients can pick multiple options from a list. Use this when more than one answer could apply.

Configuring Answer Options (Single and Multi Select)

When you choose Single Select or Multi Select, you'll see the Answer Options section.

  1. Click Add Option to create a new choice.
  2. For each option, fill in:
    • Option text: The label the client sees (e.g., "Yes, include twilight shots").
    • Additional price (+$): An optional price adjustment. If the client selects this option, the specified amount is added to the order total. Enter 0 if the option doesn't affect pricing.
  3. Drag options by their grip handle to reorder them.
  4. Click the trash icon to remove an option.

Example: "Do you need twilight photography?"

Option TextAdditional Price
No, standard only$0
Yes, add twilight$75

When the client selects "Yes, add twilight," the order total goes up by $75.

Skip Option

Sometimes you want to let clients opt out of answering a question entirely.

  1. Toggle on Allow clients to skip this question.
  2. Fill in the Checkbox Label (e.g., "Choose the song for me").
  3. Optionally add a Checkbox Description for extra context.

When enabled, clients see a checkbox they can tick to skip the question. If they check it, the question is marked as skipped and any price adjustments from that question are removed.

Assigning Questions to Services

Questions are linked to specific services. A question only appears during the order process if the client has selected at least one of the linked services.

  1. In the Apply to Services section, click Add service.
  2. Search for and select the services this question should appear for.

For example, a question about song preference should be linked to your video services but not to photography services.

If no services are selected, the question won't appear during ordering.

Enable/Disable Toggle

Back on the Questions tab, each question has an enable/disable toggle in the table. Disabled questions won't appear on the order form, but they're kept in the system so you can re-enable them later.

Saving and Managing Questions

  • Click Create to save a new question, or Update for changes.
  • Back on the Questions tab:
    • Click a row to edit the question.
    • Use the enable/disable toggle to control visibility.
    • Use the delete button to permanently remove a question.

Tips

  • Keep the number of questions small. Too many questions can slow down the ordering process and frustrate clients.
  • Use price-adjusting options (like Single Select with additional prices) to upsell add-on features naturally within the flow.
  • Use the skip option for questions where "I don't have a preference" is a valid answer.
  • Link questions to the right services so clients only see relevant prompts.