Onboarding for Individuals
and Small Businesses

At Survey Booker, we’re dedicated to delivering top-notch training, onboarding sessions, and ongoing support for individuals all the way through to large teams. Our mission is to empower business owners and employees, enabling them to seamlessly incorporate Survey Booker into their daily routines easily and efficiently. We understand that time is precious, and adjusting to a new way of working can be overwhelming. That’s why we offer comprehensive support to help you improve your current processes and enhance productivity, without the stress of figuring it all out on your own.

Get started with Survey Booker as a small business

If you’re new to Survey Booker, we’ve got you covered. Once your account is set up, take advantage of our complimentary settings review and onboarding sessions.

All the guides and tutorials you need

We provide multiple ways to help you use the system with ease. As well as providing an easy to use system, we have tours that can be opened up on any page guiding you through settings or processes as well as an in-depth Knowledge Base where you can find support guides with descriptions and videos to show you exactly how something works at any time of day. Still need help? No problem! Our responsive support team are on hand to help answer your questions and get you up to speed with anything you need to do. 

Onboarding tools for success

We recognise that everyone is different so we have a range of support options available to help you get up to speed and streamlined with ease.

Free Account Setup

We handle all the initial set up, so all you have to do is login and get started.

Settings Review

After setting up your account, you'll have a one-on-one session with our account pros. They will guide you through your account settings providing you the opportunity to make amendments whilst learning how to modify your settings and personalise your account.

Integrations Support

Our support team will help you integrate key features such as email accounts, report writing, accountancy software, lead sources and more. Simply book a session with our support team.


Once you've had a play around, have up to 90-minutes of onboarding sessions with our experts. They'll guide you through your account, showcase key features, and address any questions you may have.

Technical Support

Should you encounter any technical challenges, rest assured that our dedicated Support Team is available to provide you with the necessary assistance.

Video Guides

Access a vast library of video guides exclusively for Survey Booker account holders. Boost your processes and business with practical tips and tricks.

System Tours

Benefit from on page tours that walk you through what to do. Gain a better understanding of your account and leverage its full potential.


We run regular webinars to help show you how to use new features that have been released and to provide ideas on how to get more from your account.

We've got your back every step of the way​

From personalised training sessions to expert-guided onboarding, we ensure a smooth transition and provide the resources you need to succeed. Discover how Survey Booker can revolutionise your workflows and simplify your survey, valuation and project processes. 

Join us today and experience the difference firsthand!

Explore our Array of Business-Boosting Features

Survey Booker’s offers a comprehensive suite of time-saving tools and features offering a range of ways to optimise your workflow, enhance customer interactions, and much more. Click through our business-boosting features for small businesses below to learn more. 

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