Welcome Survey

The Booking Ninjas Welcome Survey is a required part of the sign-up process. It collects basic information about your organization, current systems, operating context, and starting point so Booking Ninjas has more than just your contact information when the evaluation continues.

You do not need a detailed technical plan to complete it. Answer the questions as clearly and accurately as you can. If you want more context about where the survey fits, first review how Booking Ninjas sign-up works .

Booking Ninjas works with organizations that manage very different types of operations. One organization may manage rooms or properties, while another may manage facilities, memberships, programs, services, appointments, staff, billing, or several areas together.

The survey provides basic context about your organization so later information and evaluation steps can be more relevant to your situation rather than relying only on a generic starting point.

The Welcome Survey may ask for basic information about your organization and the way you currently operate.

• Organization information such as your organization name and location.
• Organization category and type to help describe the kind of operation you manage.
• Operational size and information about the number of people in your organization.
• Your current setup, including whether you already use another system or rely on different tools today.
• Salesforce experience, such as whether your team has used Salesforce before.
• Your starting point with a new platform, including how familiar or comfortable your team may be with learning a different system.

Your answers help establish your organization's starting point. A team already using Salesforce may approach the evaluation differently from a team currently relying on spreadsheets, older software, manual processes, or another business system.

Your organization type also provides useful context for understanding which operating models and platform areas may deserve attention first.

If you want to explore Booking Ninjas by organization type, browse Booking Ninjas Solutions .

If you want to understand the platform by capability, browse Booking Ninjas Features .

Answer based on how your organization operates today. The goal is to provide useful context, not to create a perfect technical description.

1. Choose the closest organization category and type.
   Select the option that best represents the main part of your operation.
2. Use “Other” when the available options do not fit.
   Add a short explanation that makes your organization easier to understand.
3. Describe your current setup accurately.
   If you use a combination of spreadsheets, older software, Salesforce, other tools, or manual processes, say so.
4. Keep your answers clear.
   You do not need long explanations when a short, accurate answer provides enough context.

No. The Welcome Survey gathers information for the early sign-up and evaluation process. Completing it does not by itself mean that a final Booking Ninjas setup has been selected or implemented.

Its immediate purpose is to give Booking Ninjas a clearer understanding of your organization and starting point before the process continues.

After you complete the survey, continue with the instructions associated with your sign-up.

Depending on the flow, you may be asked to confirm your email, receive additional instructions, or continue into another part of the Booking Ninjas evaluation.

If email confirmation is required, review how Booking Ninjas email confirmation works .

One possible early step after submitting the Welcome Survey is confirming the contact email associated with your sign-up.

Continue to How Booking Ninjas Email Confirmation Works .