Create a Survey

How to create a new post-booking feedback survey with questions, configure its scope, and activate it for customers.

Use surveys to gather structured feedback from customers after their experience. Each survey contains one or more questions, a thank-you message, and controls for which activities it applies to.

When to use this

You want to collect feedback after customers complete a booking.
You need different surveys for different activities (e.g., a jet ski survey versus a kayak tour survey).
You are setting up your location for the first time and need a default feedback form.

Steps

1. Navigate to Surveys

Go to Marketing > Surveys in the dashboard sidebar. This shows all surveys for your current location, along with their status, question count, and submission count.

2. Create a new survey

Click Create Survey. The survey editor opens with four pre-populated default questions (you can modify or remove them):

"How would you rate your overall experience?" (Star Rating, required)
"How likely are you to recommend us to friends?" (Star Rating, required)
"Is there anything we could have done better?" (Long Text, optional)
"Would you like to leave a testimonial we can share?" (Long Text, optional)

Alternatively, if you have no surveys yet, you can use the Create Default Survey action which generates this same template automatically as an active, default survey named "Post-Booking Survey."

3. Fill in survey details

Field	Required	Description
Survey Name	Yes	Internal name for this survey (max 200 characters). Must be unique within the location. Example: "Post-Booking Feedback" or "Jet Ski Experience Survey".
Description	No	Internal-only description to help you and your team identify the survey's purpose. Customers never see this.
Thank You Message	No	The message displayed to the customer after they submit the survey. Defaults to "Thank you for your feedback!" if left blank.
Active	--	Toggle whether customers can currently access and submit this survey. Inactive surveys return an error if someone opens the link.
Default survey for this location	--	When checked, this survey is used as the fallback when no activity-specific override is configured. Only one survey can be the default at a time -- enabling this automatically unsets the previous default.

4. Add and configure questions

Click Add Question to append a new question. For each question, you configure:

Setting	Description
Question Text	The question displayed to the customer. Required -- cannot be blank.
Type	One of five question types (see below).
Required	Whether the customer must answer this question before submitting.
Order	Questions are displayed in the order they appear in the editor. Use the up/down arrows to reorder.

Question types

Type	Label in editor	Description	Additional settings
`star_rating`	Star Rating	Customer selects a star rating. The first star rating question in the survey is automatically treated as the "overall rating" for analytics.	Max Stars -- choose 3, 5, or 10. Defaults to 5.
`text`	Short Text	Single-line text input for brief answers.	None
`textarea`	Long Text	Multi-line text area for detailed feedback, comments, or testimonials.	None
`multiple_choice`	Multiple Choice	Customer selects exactly one option from a list.	Options -- at least 2 options are required. Each option has a label and display order. Click "+ Add option" to add more.
`checkbox`	Checkbox	A single yes/no checkbox.	None

Managing questions

Reorder: Use the up and down chevron buttons on the left side of each question card.
Remove: Click the trash icon on the right side of a question card.
Multiple choice options: Add options with "+ Add option" inside the question card. Remove an option with the X button next to it.

5. Save the survey

Click Create Survey (or Save Changes when editing). The system validates:

Name is present and no longer than 200 characters.
Name is unique within the location.
At least one question exists.
Every question has text and a valid type.
Multiple choice questions have at least 2 options.

If validation fails, error messages appear inline next to the relevant fields.

Duplicating a survey

From the survey list, you can duplicate an existing survey. The duplicate:

Gets a name like "Original Name (Copy)" (with a number suffix if that name already exists).
Copies all questions, description, thank-you message, and activity scope.
Starts as inactive and not default, regardless of the original's settings.
Has a submission count of zero.

This is useful when you want a variant of an existing survey for a different activity or season.

Deleting a survey

When you delete a survey:

If it has no submissions: The survey is permanently removed.
If it has existing submissions: The survey is deactivated instead of deleted, preserving historical response data. You will see a message confirming this behavior.

Tips

Place your most important star-rating question first. The system uses the first star_rating question as the "overall rating" that appears in analytics summaries and submission lists.
Use the "Default survey for this location" flag on your primary feedback survey so it is automatically selected by the email workflow.
Keep surveys concise. Surveys with 3-5 questions tend to get higher completion rates than longer ones.
You can create multiple surveys and assign different ones to different activities using activity survey overrides.

Configure Survey Settings -- set up automated delivery, email templates, and review links.
View Survey Responses -- analyze the feedback you collect.
Link Surveys to Bookings -- understand how surveys reach customers.

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