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How to Attach a Questionnaire to an Experience

Attach required or optional questionnaires to experiences, so clients see them pre-trip. Need to backfill? Contact the team after saving.

How to Attach a Questionnaire

  1. Go to Experiences under the Products tab

  2. Choose to edit an existing experience or add a new one

  3. Scroll to the bottom of the experience form

  4. Under the Documents section, choose one:

    • Add a required questionnaire – must be completed for documents to be considered complete

    • Optional questionnaires for clients – available to the client but not mandatory

  5. Click into either field and select your questionnaire from the list

  6. Once it appears in the field, click Save & Next at the top of the page, then Update Experience to save

Don't confuse this with Pre-confirmation questionnaires. The Pre-confirmation questionnaires section sits directly above Documents and does something different: it requires booking clients to answer before they can pay. Use Documents for questionnaires clients complete after booking. Learn more about pre-confirmation tasks


Important Notes

  • Required questionnaires block document completion until submitted

  • Optional questionnaires do not affect document completion status

  • If you use age groups, required questionnaires only create tasks for the participants in the questionnaire's age group — use the View pre-trip tasks by age group panel below the selectors to preview how tasks land. See How to Allow Minors as Trip Participants

  • Edits to experiences do not backfill existing trips—contact the Brindlechute team if you need help applying changes to past bookings

Use required and optional questionnaires strategically to gather the right info at the right time—before every trip starts.


Set up, manage, and connect questionnaires in Brindlechute:

  1. Create a Questionnaire – Build custom forms to collect key trip details

  2. Manage Questionnaires – Edit, duplicate, archive, or restore as needed

  3. How to Attach a Questionnaire to an Experience – Add as required or optional so clients see them post-booking

Use this flow to gather the right info automatically—before every trip.

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