Event Planning Client Intake Form Template for Canada

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5

4.8 / 5

Let's create your Event Planning Client Intake Form

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Event Planning Client Intake Form

"I need an Event Planning Client Intake Form for my Toronto-based corporate event planning company that handles international conferences, with dual-language capability in English and French, and specific sections for technical requirements and virtual event components."

Document background

The Event Planning Client Intake Form is designed for use at the initial stage of engagement between event planning professionals and potential clients in Canada. This document serves as a crucial first step in the event planning process, collecting detailed information about the client's requirements, preferences, and event specifications while ensuring compliance with Canadian privacy laws and consumer protection regulations. The form is structured to gather all necessary information for proper event planning, risk assessment, and service pricing, while also establishing preliminary terms of engagement. It is particularly useful for event planning companies, independent planners, and venues offering event services, as it helps streamline the information-gathering process and sets clear expectations from the outset. The document includes specific considerations for Canadian business practices and legal requirements, making it suitable for use across different provinces while maintaining compliance with local regulations.

Suggested Sections

1. Client Information: Basic contact details, including name, address, phone, email, and preferred contact method

2. Event Overview: Basic event details including type, date, time, estimated guest count, and desired location/venue

3. Budget Information: Expected budget range, payment preferences, and deposit details

4. Timeline and Deadlines: Key dates, planning milestones, and deadline requirements

5. Service Requirements: Core services needed (coordination, planning, design, vendor management)

6. Vendor Preferences: Preferences for key vendors like catering, decoration, photography

7. Special Considerations: Accessibility requirements, dietary restrictions, cultural considerations

8. Communication Preferences: Preferred meeting times, communication frequency and methods

9. Terms and Conditions: Basic terms including cancellation policy, liability, and payment schedule

Optional Sections

1. Corporate Event Details: Specific section for corporate events including branding requirements, presentation needs, and corporate policies

2. Wedding-Specific Information: Details specific to weddings including ceremony requirements, wedding party information, and tradition-specific needs

3. Entertainment Requirements: Detailed section for events requiring specific entertainment arrangements

4. International Guest Considerations: Section for events with international attendees, including translation needs and cultural considerations

5. Virtual/Hybrid Event Components: Section for events with virtual elements including platform preferences and technical requirements

Suggested Schedules

1. Schedule A - Service Packages: Detailed breakdown of available service packages and their inclusions

2. Schedule B - Payment Schedule: Detailed payment timeline and installment amounts

3. Schedule C - Vendor Agreement Templates: Standard agreements for various vendor types

4. Appendix 1 - Venue Requirements Checklist: Detailed checklist for venue specifications and requirements

5. Appendix 2 - Event Timeline Template: Standard timeline template for different event types

6. Appendix 3 - Insurance Requirements: Detailed insurance requirements and liability information

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Hospitality

Entertainment

Corporate Services

Wedding Industry

Tourism

Education

Non-Profit

Government Services

Retail

Professional Services

Relevant Teams

Operations

Events

Sales

Client Relations

Administration

Legal

Customer Service

Project Management

Business Development

Venue Management

Relevant Roles

Event Planner

Event Coordinator

Wedding Planner

Corporate Events Manager

Conference Coordinator

Venue Manager

Client Relations Manager

Operations Director

Sales Manager

Project Manager

Account Executive

Business Development Manager

Customer Service Representative

Administrative Assistant

Legal Compliance Officer

Find the exact document you need

Massage Therapy Form

A Canadian-compliant Massage Therapy Form for documenting patient information, consent, and treatment plans in accordance with federal and provincial healthcare regulations.

How a Sales & Marketing Lead uses Genie AI to reduce contract drafting time by 95%

Let's create your Event Planning Client Intake Form

Authors

Alex Denne

Find the exact document you need

Massage Therapy Form

Electronic Intake Form

Veterinary Patient Intake Form

Seller Intake Form (Real Estate)

Remedial Massage Client Assessment Form

Reiki Intake Form

Printable Facial Intake Form

Online Intake Form For Massage Therapy

Chair Massage Consent Form

Mediation Intake Form

Health Coach Intake Form

Real Estate New Client Intake Form

Salon Intake Form

Clinic Intake Form

Work Intake Form

Reflexology Intake Form

Yoga Intake Form

Naturopathic Intake Form

Event Intake Form

Consulting Client Intake Form

Physical Therapy Intake Form

Virtual Assistant Client Intake Form

Health Intake Form

Event Planning Client Intake Form

Nutrition Intake Form

Massage Form

Real Estate Lead Intake Form

Phone Intake Form

Marketing Client Intake Form

Intake Referral Form

Client Assessment Form Counselling

Client Intake Form Law Firm

Massage Medical History Form

Real Estate Intake Form

Consignment Intake Form

Creative Project Intake Form

Nonprofit Intake Form

Massage Consent Form

Financial Coaching Intake Form

Hypnotherapy Client Intake Form

Home Care Intake Form

Case Intake Form

Referral Intake Form

Inventory Intake Form

Biopsychosocial Intake Form

Wellness Intake Form

Real Estate Buyer Intake Form

Marriage Counseling Intake Form

Financial Intake Form

Case Management Intake Form

Order Intake Form

Bookkeeping Client Intake Form

Salon Client Intake Form

Creative Intake Form

Esthetician Client Intake Form

Client Intake Form

Lead Intake Form

Employment Intake Form

Vendor Intake Form

Clinical Intake Form

Procurement Intake Form

Patient Intake Form

Download our whitepaper on the future of AI in Legal

Genie’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?

Commercial

Employment

IP

Administration

Finance

R&D