Wedding Planning Event Brief & Client Intake

Edit the Wedding Planning Event Brief & Client Intake template for wedding planners online for free. Purchase a commercial-use license to unlock export tools.

For Wedding Planners · Intake Form · CA$5

Wedding Planning workflow for full-service wedding planning and coordination; wedding timeline, vendor, and guest-experience coordination: 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