Wedding Planner Client Questionnaire Template

Wedding Planner Client Intake Form + Canva Editable Wedding Planning Kit Budget Tracker, Vendor List & Checklist Template for Planners

Product Overview A complete, editable wedding planning kit built for professional planners and DIY couples who want a streamlined, professional process. Includes a client intake form, customizable Canva templates, a detailed budget tracker, a master vendor list, and comprehensive checklists to manage every phase of wedding planning from engagement to celebration day.

What’s Included

1. Client Intake Form (Editable)

• Couple & contact details (names, preferred pronouns, addresses, phone, email)

• Key dates (engagement, proposed wedding date(s), backup dates)

• Ceremony & reception venue details (addresses, contact names, vendor restrictions)

• Budget range and priorities

• Guest count estimate and registry preferences

• Style & vision questions (theme, colors, formality, must-haves, deal-breakers)

• Family dynamics & special considerations (second marriages, cultural/religious elements, accessibility, dietary/allergy notes)

• Bridal party details (roles, names, contact info)

• Legal requirements & documentation checklist (marriage license timeline, officiant preferences)

• Communication & decision-making preferences (preferred contact method, primary decision maker)

• Signature & agreement lines (scope outline, retainer/payment terms — editable for your contract)

• Notes & next steps section

2. Canva Editable Wedding Planning Kit (Fully Customizable)

• Brandable cover page and client welcome packet

• Timeline & milestone calendar (engagement → 1 year/9/6/3/1 months → week-of)

• Design inspiration board template (mood images, palette swatches, fonts)

• Sample proposals & service packages (editable pricing blocks and service descriptions)

• Meeting agenda & follow-up templates

• Client welcome guide (what to expect, communication workflow, cancellation policy)

• Printable worksheets for tastings, seating chart drafts, ceremony run-throughs

3. Budget Tracker (Spreadsheet + Canva Summary)

• Master budget spreadsheet with categories:

  • Venue, catering, rentals

  • Photography & videography

  • Attire & beauty

  • Flowers & décor

  • Entertainment & ceremony supplies

  • Stationery & signage

  • Transportation & accommodations

  • Officiant, legal fees, permits

  • Contingency & gratuities

• Line-item cost, vendor deposit schedule, payment due dates, paid/unpaid status

• Budget vs. actual reporting and automatic remaining balance calculation

• Spending priority flags and recommended percentage allocations

• Printable one-page budget summary for clients

4. Vendor List Template (Editable)

• Master vendor contact list with fields: vendor type, business name, contact person, phone, email, website, estimated cost, deposit, contract/insurance required, notes

• Vendor comparison worksheet to score and compare proposals

• Vendor email templates (inquiry, negotiation, booking confirmation, cancellation)

• Preferred vendor packet: sample contract add-ons and requirements checklist (insurance, licenses, load-in/out windows)

5. Checklists (Comprehensive + Printable)

• Engagement checklist (announcement, ring care, initial savings/registry)

• 12–18 month planner checklist