Event Planner Consultation Form Template

Deliver custom event solutions to your clients

The purpose of an event planner consultation form template is to collect crucial data and specifics from prospective clients who are interested in hiring an event planner. It acts as a well-structured questionnaire to direct the consultation and guarantee a complete comprehension of the client's needs and preferences.

A variety of fields are often included in the Event Planner Consultation Form template to record important data, including the client's name, contact information, event date, budget, and event type.

Additionally, it might have areas for gathering facts about the event, such as desired themes, preferred locations, target demographics, and any particular needs or preferences.

Who is it for?

- Event planners
- Wedding planners
- Non-profit organizations
- Social event organizers (birthdays, anniversaries, etc.)

Customize the look and feel of your form in a number of ways using the "Design" tab on the editing page. You can add images for the background and logo, modify the font and color, and customize the text that displays on buttons and notifications.

Watch this video to see how to customize your form to the next level.

To receive an email every time the form gets a new response, go to the “Notifications” tab, turn on the “Send me a notification email for each response” toggle and then enter your email address.

Features used in this template:

- Multi-step form
- Yes/No field
- Video field
- Hidden field

Add conditional logic to your form to make it more interactive. You can show and hide questions depending on your user's previous answer. 

Easily collaborate with your team to make more informed decisions by using the data you collected to create tables, charts, and boards. Manage the access levels for your team members based on their job responsibilities.

Learn more about how to create advanced charts using different sets of data. 

To track your form submissions and prefill some of your fields, you can use URL parameters. 

When you’re ready to publish your form, you can add it to your website as an iframe, script, widget, or chatbot. Or send the form URL directly to users.