Managing Workspace Reservation questionnaires

With Workspace Reservation, admins can enable two questionnaires for their workspaces: Reservation Questionnaire and Pre-Check In Questionnaire.

Reservation Questionnaire appears to users when completing a reservation, and it must be answered to successfully reserve a workspace. Pre-Check In Questionnaire is emailed to users a set number of hours before the reservation, and admins can make it a requirement so that if a user does not answer the questionnaire, their reservation is canceled.

This article covers:

• How to set up a reservation questionnaire
• How to set up a pre-check in questionnaire

Prerequisites for managing Workspace Reservation questionnaires

• Either a Zoom Workspace Reservation subscription, Zoom Rooms subscription, or Zoom Common Area Phone subscription
• Account owner or admin privileges

How to set up a reservation questionnaire

Reservation questionnaires can be set up at the account and subsequent workspace levels. These questionnaires will display to the user before completing a reservation. Admins can download reports with responses in the Workspace Dashboard.

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Workspaces Management then Workspaces. 
3. Use location hierarchy to access the hierarchy level you want to set up a reservation questionnaire.
   You can also manage reservation questionnaires at the account level by clicking Account Settings.
4. Under Basic, click the Reservation Questionnaire toggle to enable or disable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
6. In the questionnaire window, edit the title and add questions.
   Note: You can choose your answers to be a single choice, multiple choice, or short answer.
7. Click Save.
8. (Optional) To edit the questionnaire you created, click Edit.

How to set up a pre-check in questionnaire

Pre-check in questionnaires can be set up at the account and subsequent workspace levels. Pre-check in questionnaires are sent to users a set number of hours before their reservation. Admins can download reports with responses in the Workspace Dashboard.

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Workspaces Management then Workspaces.
3. Use location hierarchy to access the hierarchy level where you want to set up a pre-check in questionnaire.
   You can also manage pre-check in questionnaires at the account level by clicking Account Settings.
4. Under Basic, click the Pre-Check In Questionnaire toggle to enable or disable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
6. In the questionnaire window, edit the title and add questions.
   Note: You can choose your answers to be a single-choice, multiple-choice, or short answer.
7. Click Continue.
8. In the box in Send email questionnaire 12 hours before the check in time to users, enter a number for the email questionnaire to be sent to your users for that set time period.
9. (Optional) Select the Cancel reservation 2 numbers of hours if the user does not fill the questionnaire out check box. Enter a number in the box to cancel the reservation if the user does not complete the questionnaire within that set time period.
10. Click Save.
11. (Optional) To edit the questionnaire you created, click Edit.