> ## Documentation Index
> Fetch the complete documentation index at: https://docs.liveclin.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Schedule sends

> Schedule automatic questionnaire sends in Liveclin: link patients and choose between single, daily, interval, or manual sending.

## Prerequisites

Before you start, you need:

* A Liveclin account with access to **Settings**.
* A questionnaire already created. See how to [create a custom questionnaire](/en/tutoriais/questionarios/criar-questionario).
* Active patients in your base.

<Note>
  To receive questionnaires, the patient must **confirm their WhatsApp number**. On the Pro plan this confirmation is required; on the Scale plan, it is not. Ask the patient to confirm while the status shows as pending.
</Note>

## Step by step

<Steps>
  <Step title="Open the questionnaire scheduling">
    Go to **Settings → Questionnaires → Questionnaires**. In the list, find the questionnaire you want (for example, "Weekly review") and click **Schedule**.
  </Step>

  <Step title="Link the patients">
    Click **link new patients**. Liveclin shows the active patients who don't have that questionnaire yet. Select who should receive it and click **Continue**.
  </Step>

  <Step title="Choose and configure the sending mode">
    Select one of the four sending modes. All of them let you set the **time** and a **response deadline** (in hours, in Brasília time).

    <AccordionGroup>
      <Accordion title="Single send">
        Sends the questionnaire only once. Choose **send now** (immediate) or **schedule a future date**. The response deadline starts at send time — for example, a send with a 48-hour deadline closes two days later. Adjust the hours to close at the exact time you want.
      </Accordion>

      <Accordion title="Daily send (days of the week)">
        Repeats the send on one or more days of the same week. Mark the days (for example, Monday, Wednesday, and Friday) and set the **start date** — when the schedule takes effect — and the time. The send always respects the marked days: if the start date falls on an unselected day, the first send happens only on the next marked day. The default response deadline is two days.
      </Accordion>

      <Accordion title="Weekly interval">
        Best for longer recurrences. Choose the **frequency** (weekly/7 days, biweekly/every 2 weeks, every 3 weeks, and so on) and the **send date** — which is the actual date of the first send. The sends repeat on the same weekday until the end of the client's follow-up.

        Under **send duration**, choose **no end date** (sends while the patient is active) or **with an end date** (sends stop on the date you set).
      </Accordion>

      <Accordion title="Manual">
        Offers the most flexibility: you register **date by date**. For each send, set the date, the time, and the response deadline, then add it to the schedule. There is no recurrence — each send happens exactly on the date you entered.
      </Accordion>
    </AccordionGroup>
  </Step>

  <Step title="Link and review the schedule">
    Confirm to **link** the questionnaire. You'll then see which patients are tied to it. To review the dates, click **Actions → View schedules**: Liveclin shows when it starts, when it ends, and which sends are scheduled. If you want, **download the send schedule**.
  </Step>
</Steps>

## Link from the patient profile

You can also schedule without going through the questionnaires screen. Go to **Patients**, open a patient, enter the **Questionnaires** tab, and use the **link questionnaires** option — scheduling works the same way.

## Next steps

<CardGroup cols={2}>
  <Card title="Create questionnaire" icon="clipboard-list" href="/en/tutoriais/questionarios/criar-questionario">
    Build the questionnaire you'll send to patients.
  </Card>

  <Card title="Reschedule sends" icon="clock" href="/en/tutoriais/automacao-de-envios/reagendar-envios">
    Change the date, time, or frequency — or pause scheduled sends.
  </Card>
</CardGroup>