Wedding Planner Intake Form Template

A wedding planner intake form is a questionnaire used to learn about a couple’s plans before the first consultation. It helps planners understand the size and type of celebration, overall vision, budget, and how far the couple has already progressed with preparations.

This template includes short-answer and multiple-choice fields for the couple’s names, contacts, wedding date or season, location, estimated guest count, celebration type, preferred style, and overall budget. Clients can also describe how they want the day to feel in their own words and select which vendors or arrangements are already in place.

Use the template, customize the questions and design for your wedding planning business, then publish the form and send prospective clients a link before your first call. The form works on mobile and desktop devices, and responses are securely stored in your AidaForm account so you can review the details before speaking with the couple.