Client Requirements – Initial Questionnaire

Client Requirements – Initial Questionnaire

To help us better understand your setup and ensure a smooth implementation, please take a few minutes to complete this short questionnaire.

1. Hardware & Infrastructure

Type of computers/workstations currently in use?
Do you have a local server or use cloud-based storage?
Any existing POS, ticketing, or scheduling hardware?

2. Software Environment

Operating system(s) currently in use?
Existing management or booking software?

3. Database Preference

Preferred database setup?
Currently using which database system?

4. Modules & Usage

Modules or features to implement first?
Expected daily user or transaction volume?

5. Customization Needs

Special workflows or custom reports?
Branding or UI preferences?

6. Implementation & Timeline

Target date to begin implementation?
Key seasonal deadlines to align with?

7. IT Resources & Connectivity

Internal IT contact or technical team?
Internet connection speed and stability?
Any connectivity challenges at locations?

8. Additional Notes

Anything else we should know?

9. Contact Information

Your Full Name
Email Address
Resort / Organization Name
Message or Comments
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