The welcome survey is the next step after you click Start for free. It is a required part of the sign-up process because Booking Ninjas needs to understand a little more about your organization before guiding you further. The survey is not meant to be difficult. You do not need to prepare a long explanation or know every detail about the platform before answering. It simply helps Booking Ninjas understand who you are, what kind of organization you manage, and what you may need help with.

Booking Ninjas works with many different types of organizations.

Some manage rooms, properties, or rental units. Others manage facilities, services, programs, classes, memberships, appointments, staff, billing, or daily operations.

Because of that, the same path does not always make sense for everyone.

The welcome survey gives Booking Ninjas the basic context needed to understand your situation. This helps make the next steps more useful instead of giving every organization the same generic experience.

The survey may ask for basic information about your organization.

This can include your organization name, where you are located, your organization category, your organization type, the size of your operation, and how many people are in your organization.

It may also ask about your current setup. For example, you may be asked whether your team has used Salesforce before, whether you are using another system today, or how open your team is to learning a new platform.

These questions help Booking Ninjas understand your starting point.

A team that already uses Salesforce may need a different kind of guidance from a team that is replacing spreadsheets, moving away from an older system, or starting without a formal system at all.

Your answers help Booking Ninjas understand what kind of journey may fit your organization.

For example, if you manage a specific type of business, our solution pages can help connect your situation to the kinds of problems Booking Ninjas is built to support.

If you are more interested in what the platform can do, you can also explore the feature pages to understand Booking Ninjas by capability, such as booking, operations, billing, portals, reporting, integrations, and more.

The welcome survey helps connect those broader materials to your specific situation.

Answer the questions as clearly and accurately as you can.

Choose the organization category and organization type that best describe your operation. If none of the options fit, choose Other and add a short explanation.

You do not need to make the answer perfect. A simple and honest answer is enough.

For example, if your organization manages both spaces and services, choose the option that best represents the main part of your operation. If your current setup is a mix of spreadsheets, older software, and manual processes, say that clearly.

The goal is not to judge your current setup. The goal is to understand it.

After you complete the welcome survey, you can continue with the next step in the sign-up process.

Depending on the flow, this may include confirming your email, receiving instructions, or moving toward the client portal.

The information you provide helps Booking Ninjas make those next steps more relevant to your organization.

At this stage, you are still early in the journey. You are not expected to know everything yet. The survey simply helps Booking Ninjas understand your needs before moving you forward.