What this article covers
Use Intake to collect practical wedding details from the couple. Their answers can help you prepare the project, build the Timeline and see what is still missing.
What intake is for
Intake works best for stable wedding information, such as:
- wedding date and locations
- planning details
- contact information
- group-photo requests
- traditions and specific photo requests
- 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.
The standard form is ready to use. Turn off sections you do not need; use Extra questions for additional questions of your own.
How the client request works
The client request can include Intake sections, Extra questions and Style & inspiration.
Steps
- Open the project.
- Go to Intake.
- Open Edit form.
- Turn off any standard sections you do not need.
- Save the form and return to Intake.
- Use Share an Intake link when the couple should complete it themselves, or Fill in together with the couple for a guided session.
- Review submitted answers after the couple responds.
What happens after submission
Submitted answers appear in Intake. They help you complete the wedding plan and see what information is still missing, but they do not automatically change the Timeline, Shot List or vendor details.
Only explicit group-photo and other photo requests can appear in Shot List for review. Traditions, notes and other wedding information stay in Wedding details.
Other answers stay in Intake until you add the useful details to the project. Add timing in Wedding Timeline, vendors in Vendors, people and locations you may use again in Contacts & locations, and your own conclusions in Notes.
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