Client intake for wedding planners

Qualify couples, capture the vision, and hold the date with a deposit before the first consultation.

Describe how you book weddings and Intako builds the inquiry form: qualify date and budget, gather the vision, take a deposit, and book the consultation.

Common headaches, handled

Couples inquire, then vanish.

Qualify date, venue, and budget up front and send a tailored reply the moment they submit, so the right couples stay engaged.

The date isn't really held until they pay.

Collect a booking deposit inside the form with a verified payment, so a date is only held once it's secured.

Vision and details arrive in scattered messages.

Collect the moodboard, guest count, and must-haves as file uploads and structured answers on every inquiry.

Everything you need, generated for you

  • AI-generated wedding inquiry form
  • Date and budget qualification with conditional questions
  • Booking deposit collected in the form
  • Moodboard and inspiration file uploads
  • Consultation scheduling with double-booking prevention

Build your wedding planners intake in about a minute

Describe your intake once. Intako builds the form, the workflow, and the pipeline.