Client Intake  ·  Popular

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.

Espresso theme
formbuilder.ai/f/wedding-planner-new-client-intake-event-vision-form
Wedding Planner New Client Intake & Event Vision Form
Partner 1 Full Name
· · ·
Partner 1 Email Address
· · ·
Partner 1 Phone Number
· · ·
Submit

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.

4 Pages
26 Questions
~9min To complete
Free No credit card needed
Field types Dropdown ×4 Long Text ×3 Full Name ×2 Email ×2 Phone ×2 Short Text ×2 Address Date Single Choice number currency picturechoice Multiple Choice File Upload ranking termsandconditions Signature

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Couple & Contact Information 8 questions
About the Couple
Welcome! We're so thrilled to be part of your journey. Please fill out the information below so we can get to know you both and begin planning the wedding of your dreams.
1 Partner 1 Full Name * Full Name
2 Partner 1 Email Address * Email
3 Partner 1 Phone Number * Phone
4 Partner 2 Full Name * Full Name
5 Partner 2 Email Address Email
6 Partner 2 Phone Number Phone
7 Primary Mailing Address * Address
8 How did you hear about us? Short Text
Page 2 Wedding Details & Logistics 8 questions
Event Details
1 Desired Wedding Date * Date
2 Is your date flexible? * Single Choice
3 Estimated Guest Count * number
4 Wedding Venue Status * Dropdown
5 Venue Name & Location (if already booked) Short Text
6 Type of Ceremony * Dropdown
7 Estimated Total Wedding Budget * currency
8 Planning Services Needed * Dropdown
Page 3 Wedding Vision & Style 5 questions
Your Wedding Vision
1 Desired Wedding Style * Dropdown
2 Describe your dream wedding in a few sentences — colors, mood, inspiration, or any must-haves * Long Text
3 Which aesthetic speaks to you most? picturechoice
4 Which vendor services do you still need? * Multiple Choice
5 Upload any inspiration images, mood boards, or Pinterest links (PDF, JPG, PNG) File Upload
Page 4 Preferences & Agreement 5 questions
Final Details & Preferences
1 Rank these elements by importance to you * ranking
2 Is there anything you absolutely do NOT want at your wedding? Long Text
3 Any additional notes, questions, or special considerations (e.g., accessibility needs, cultural customs, family dynamics)? Long Text
4 I agree to the consultation terms and understand that submitting this form does not constitute a booking. All information provided is accurate to the best of my knowledge. * termsandconditions
5 Partner 1 Signature * Signature

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

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Free to use. Open in the editor, customize, and publish in minutes.

Use This Template Free Preview the form
Category Intake & Onboarding
Subcategory Client Intake
Theme Espresso
Badge Popular
Price Free
Coding required None

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