Streamline your event planning with a smart intake form
Events move fast. Don't let your intake process slow you down. Capture all the critical logistics—dates, venues, headcounts—before you even schedule the first consultation.
What is an Event Planning Intake Form?
An event planning intake form is a digital tool used by event planners to collect initial requirements for weddings, corporate events, and parties.
Pain points
- Back-and-forth emails confirming dates and venues
- Vague budget expectations
- Last-minute 'surprise' requirements
How Intakly helps
- Instantly capture date, venue, and guest count
- Force clients to select a budget range
- Automated follow-up for missing details
Who this is for
- Wedding Planners
- Corporate Event Planners
- Party Organizers
FAQ
- Can I use this for weddings? Yes, it's perfect for capturing wedding dates, guest counts, and style preferences.
- Does it integrate with my calendar? Intakly can sync with tools like Google Calendar via Zapier.
- Can I collect deposits? Intakly focuses on data collection. You can link to your payment processor after submission.