Collect wedding details with Intake

What this article covers

Use Intake to collect structured wedding details from the couple. Intake is for practical information that can help you prepare the project, build the timeline and check what still needs attention.

What intake is for

Intake works best for stable wedding information, such as:

• wedding date and locations
• planning details
• contact information
• important people
• family context
• vendor information
• preferences and practical notes

Intake is not supposed to be a long generic survey. Ask for details that will help you make decisions in the project.

How the client request works

The Intake page controls one client request link. That request can include intake sections and, when enabled, questionnaire or style note parts.

Use Questionnaire for extra custom questions. Use Style notes for visual direction and preference questions.

Steps

1. Open the project.
2. Go to Intake.
3. Review Intake sections.
4. Click Edit to choose what is included.
5. Use Preview to see the client-facing request.
6. Use Copy link in the Intake link area.
7. Send the link to the couple.
8. Review submitted answers after the couple responds.

For the link workflow, see Share an intake link.

What happens after submission

Submitted answers appear in intake answers. They can support readiness and planning source state, but they do not automatically rewrite every project module.

You still need to move planning decisions into the right workspace. Timing belongs in the Wedding timeline. Must-have shots and family groups belong in Shot list. People and companies belong in Vendors & contacts. Internal interpretation belongs in Notes.

Tips & suggestions

• Keep the intake focused on information you will actually use.
• Use the review step before turning answers into planning items.
• Do not let important answers stay buried in the intake response.