AI · MOBILE-FIRST · HIPAA-AWARE

Intake Forms for Weddings

A wedding intake form gathers a couple's ceremony preferences, guest counts, vendor contacts, dietary restrictions, photography requirements, and contract acknowledgment well before the event. Formfy drafts the form with AI, sends a mobile signing link, and stores every signed copy with a full audit trail for planners and venues.

Built for service businesses that need signed forms before the appointment, activity, treatment, rental, event, or job.

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Weddings intake form

Wedding intake form: a structured pre-event coordination questionnaire and acknowledgment a couple completes for their planner or venue, covering guest counts, ceremony preferences, vendor contacts, dietary restrictions, photography requirements, and signed contract acknowledgment.

What to include in a weddings intake form

  1. Couple identification and contact

    Legal names, preferred names, addresses, phones, and primary email for each partner.

  2. Event date, venue, and timeline

    Ceremony and reception dates, venue addresses, and target timeline for vendor coordination.

  3. Guest count and seating notes

    Estimated guest count, adults vs minors, accessibility needs, and seating preferences.

  4. Ceremony preferences

    Officiant, processional and recessional music, religious or cultural traditions, and vow style.

  5. Vendor contact list

    Photographer, florist, catering, DJ or band, transportation, and rental contacts.

  6. Dietary restrictions and allergies

    Guest meal preferences, allergies, religious dietary requirements, and kids-menu needs.

  7. Photography and video requirements

    Must-have shots, family group list, video coverage, and photo release for the couple and key guests.

  8. Budget and payment milestones

    Budget bands, deposit schedule, and final-balance acknowledgment.

  9. Contract acknowledgment

    Couple confirms they have reviewed the planner or venue contract and accept the cancellation, force majeure, and liability clauses.

  10. Signature, date, and planner co-sign

    Electronic signature from each partner with timestamp captured at intake.

A complete AI-powered weddings intake workflow

AI CopilotStart OverBuilderHi! I'm here to help you build a signature-readyform. What activity is this for, and what infoshould it collect?Tip: Paste existing text — waiver, release, consent, intake.TRY AN EXAMPLEGym waiverMed spaEvent releaseRental waiverYogaMartial artsTattooYouthPhotoCreate an intake form for a personal-trainingsession with health acknowledgment, emergencycontact, and signature.105/3000

Describe your event service

Tell Formfy your role — planner, venue, or vendor — and the AI drafts the matching intake.

UPLOAD

AI-generated sections

Guest counts, ceremony preferences, vendor contacts, dietary needs, and acknowledgment populate automatically.

SMS

Send by SMS or email

Deliver the intake link the moment booking confirms; couples complete it on their phone.

NOTIFY

Audit trail on every signature

IP, timestamp, and signature geometry stored on the signed intake PDF.

SHARE

Reusable template

Build the intake once; every new couple receives a fresh prefilled link.

REUSE

Multi-channel send

Trigger the intake from your CRM, a website link, or a QR code in your welcome packet.

Example prompts you can use today

Each example below generates a starting-point form you can review, customize, and send for signature.

Formfy AI Copilot

Build a Ready in seconds with AI.

Describe the activity and we'll draft a complete, signature-ready waiver.

Describe the waiver you need...

Why wedding planners and venues switch to Formfy

Captured before final-meeting day

Send the intake the moment booking confirms so the planning meeting opens on creative work, not paperwork.

Mobile-first signing

Couples complete and sign on a phone — no PDF roundtrip, no printed contracts.

Vendor contacts in one place

Photographer, florist, catering, and DJ contacts captured in a single signed form.

Contract acknowledgment built in

Cancellation, force majeure, and liability acknowledgment ride on the same intake.

Audit-ready storage

Every signed intake lives in your dashboard with IP, timestamp, and signature geometry.

Reusable across events

Build the intake once; send it to every new couple with their event date prefilled.

How it works

From blank page to signed form in four steps.

1

Describe your event service

Tell Formfy your role and the coverage included in your package.

2

Generate the intake

AI drafts the intake with guest count, ceremony preferences, vendor contacts, and acknowledgment.

3

Send by SMS or email

Deliver the intake link with the booking confirmation.

4

Signed and stored

Signed intake lands in your dashboard with full audit trail.

Weddings intake: paper vs PDF vs Formfy AI

FeaturePaperGeneric PDFFormfy AI
Time to first completed intake30-45 minutes at the booking meeting15-20 minutes emailing PDFs back and forthCompleted the night the couple books
Mobile-friendlyNoAwkward pinch-zoom PDF viewerNative mobile form and signing
Audit trailNoneDate onlyIP, timestamp, signature geometry
ReusabilityReprint per coupleRe-edit per coupleOne template, prefilled per couple
Vendor list capturePhoned-in or hand-writtenFree-text email backStructured fields with required contacts
Contract acknowledgmentSeparate signature pageSeparate envelopeBuilt into the same intake
Cost per signed intakePaper, printing, mailingFree PDF + manual chaseIncluded from $19/month

Electronic signatures on wedding planning intake forms are legally enforceable under the U.S. ESIGN Act of 2000 and UETA in 49 states.

Wedding intakes can be completed and signed on a phone the night a couple books — no printer required.

Mobile-first signing eliminates the booking-meeting clipboard for new event onboarding.

Reusable intake templates remove repeat data entry for every new couple.

Four steps from paper packet to mobile-signed intake

01

Describe

Tell Formfy your event role and package coverage.

02

Generate

AI drafts the intake with guest count, preferences, vendor list, and acknowledgment.

03

Send

Deliver by SMS or email; couple signs on a phone.

04

Store

Signed intake lands in your dashboard with full audit trail.

Works with the tools your wedding planners and venues already use

HoneyBook

Send the intake alongside booking confirmations from your event CRM.

Aisle Planner

Trigger the intake send on new couple onboarding.

Stripe

Collect the signed intake and the deposit in the same booking flow.

Google Sheets

Mirror signed intake summaries into a shared event roster.

Zapier

Route signed intakes to any tool in your stack via webhook.

Slack

Notify the planning team the moment a new intake is signed.

Example workflow

A planner confirms a new couple booking, the confirmation email includes the intake link, the couple completes guest count, vendor contacts, and the contract acknowledgment on a phone the same night, and the first planning meeting opens on creative work instead of paperwork.

Frequently asked questions about weddings intake forms

What is a wedding intake form?

A wedding intake form is a structured pre-event coordination questionnaire and acknowledgment a couple completes for their planner or venue, covering guest counts, ceremony preferences, vendor contacts, dietary restrictions, photography requirements, and signed contract acknowledgment.

Is a wedding intake form legally required?

A wedding intake is not federally mandated, but planner and venue contracts typically require a signed acknowledgment of cancellation, force majeure, and liability terms before services begin. Many states recognize electronic signatures on these acknowledgments under the ESIGN Act and UETA.

How do I create a wedding intake form?

Describe your event role and package coverage to Formfy. The AI drafts a wedding intake with guest count, ceremony preferences, vendor contact list, dietary restrictions, and contract acknowledgment, and you customize the fields before sending.

Do I need a lawyer to write a wedding intake form?

You do not need a lawyer to build a wedding intake, but the contract acknowledgment section pulls in liability and cancellation language — those clauses benefit from attorney review for the state in which you operate.

Are electronic signatures legal on wedding intake forms?

Electronic signatures on wedding intake forms can be legally enforceable under the ESIGN Act and UETA when intent, consent, identity, and records are properly captured. Many states recognize this for event-services acknowledgments.

What should a wedding intake form include?

Couple identification, event date and venue, guest count, ceremony preferences, vendor contact list, dietary restrictions, photography requirements, budget milestones, contract acknowledgment, and signature with date from each partner.

How much does Formfy cost for a wedding planner?

Formfy starts at $19/month for the Basic plan with 100 submissions/month and includes a 15-day free trial. Higher tiers scale up to 2,500 submissions per month — appropriate for high-volume venues and event groups.

Can I customize the wedding intake for my service package?

Yes. Every section, question, and acknowledgment block is editable. Add package-specific items — destination travel logistics, elopement witness fields, or coordinator-only timeline confirmations — as needed.

Can both partners sign the same intake form?

Yes. Formfy supports multi-signer intakes so each partner signs the same document with separate signature fields, IPs, and timestamps captured on the audit trail.

Can the intake include a deposit payment?

Yes. Pair the signed intake with a Stripe deposit collected in the same booking flow, so the couple completes paperwork and pays the deposit in one mobile session.

Ready to replace paper intake with AI?

Start a free trial and generate, send, and store your first signed form today.