Wedding Planner New Client Intake Form
Collect couple info, wedding date, budget, venue details, and event vision in one streamlined form built for wedding planners.
The Wedding Planner New Client Intake & Event Vision Form is designed to help wedding planning professionals gather everything they need to kick off a new client relationship. From contact details for both partners to budget expectations, guest count, venue status, and overall wedding vision, this form covers every essential detail in a warm and organized format.
Perfect for independent wedding planners, boutique planning agencies, and event coordination teams, this template allows you to collect key information before your first consultation. You'll learn how clients found you, what services they need, their ceremony preferences, and the creative vision they have for their big day — all in one place.
By using this digital intake form, you eliminate back-and-forth emails, present a polished first impression, and walk into every initial meeting fully prepared. Customize the form to match your brand and start building exceptional client experiences from day one.
Questions in this template
Free templateThe exact questions included — customize any of them to fit your needs.
How to use this template
Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.
- Ready-to-use structure — pre-configured fields out of the box
- Applied "Espresso" theme — fonts, colors, and layout already set
- Mobile-responsive — works on every device without extra configuration
- Fully editable with drag-and-drop — change anything in seconds
- Free to use on any plan, no credit card required
More Templates
Browse more free templates for every use case.