Wedding Planning Event Brief & Client Intake
Editable wedding planning event brief & client intake template for wedding planners, with online review plus licensed PDF, Word, and print tools after purchase.
For Wedding Planners · Intake Form · CA$5
Capture the full-service wedding planning and coordination, hosts, venue, guest count, schedule, accessibility needs, vendors, priorities, restrictions, contacts, and decision-makers.
Included editable fields
- Wedding Planner
- Client / Customer / Authorized Party
- Couple / Hosts
- Wedding Date
- Venue
- Estimated Guest Count
- Vendor Roster
- Budget / Deposit Status
- Intake Date
- Service / Job Location
- Job / Service Type
- Scope / Purpose
- Client Instructions / Prior History
- Client Responsibilities
- Pre-Start Confirmations
- Known Risks & Disclosures
- Limitations & Exclusions
- Information Authorization / Acknowledgement
- Intake Checklist
- Follow-Up / Outcome
- Record Timestamp
- Service Provider / Professional