Wedding DeskIn beta · early access by invitation

Compare intake forms and questionnaires

Wedding Desk is currently in beta. These guides describe the workflows that are available now. Some articles are still being expanded with fuller instructions, screenshots and video.

What this article covers

Use this article when you are deciding whether something belongs in Intake, Questionnaire, Style notes or Notes.

Intake

Use Intake for structured wedding details. These are the details you expect to reuse across the project.

Good intake topics include:

  • wedding schedule basics
  • locations
  • family context
  • key people
  • vendor information
  • planning constraints
  • practical wedding-day details

Start with Collect wedding details with Intake if you need the main workflow.

Questionnaire

Use Questionnaire for extra project-specific questions. These are questions that do not fit cleanly into the fixed intake sections.

Examples:

  • “Are there any surprise moments we should know about?”
  • “Which three moments matter most to you?”
  • “Is there anything you do not want photographed or filmed?”

Questionnaire answers are reviewed separately. Do not assume they automatically update other modules.

Style notes

Use Style notes for visual direction, preferences and creative context.

Examples:

  • mood
  • visual references
  • editing preferences
  • what the couple likes or dislikes
  • creative direction for the day

Notes

Use Notes for your internal interpretation. Notes are useful for sensitive context, planning decisions and things you want to remember but not necessarily share.

How to choose

Ask yourself: what kind of information is this?

If it is a structured wedding detail, use Intake. If it is an extra question, use Questionnaire. If it is visual direction, use Style notes. If it is your internal conclusion, use Notes.

Tips & suggestions

  • Do not use Questionnaire as a dumping ground for everything.
  • Do not keep important family group details only in answers. Move them into Shot list.
  • Do not keep vendor contact information only in Intake. Move it into Vendors.

Updated Jun 30, 2026

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