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Taxonomies + signature data the operator owns · changes apply globally

Event types (5)

Wedding, Quinceanera, Corporate Event, and Milestone are protected — they can't be deleted. Custom event types you add here (and the legacy "Other") appear in the new-event form's dropdown alongside the protected defaults.

Wedding 🔒 Quinceanera 🔒 Corporate Event 🔒 Milestone 🔒
Other

Questionnaires

One questionnaire per event type. Each event under a client gets a "Questionnaire" form on the client detail page using the questions defined here. Text-only responses for now — multi-choice / yes-no can be added later without a migration.

Wedding 🔒 PROTECTED 76 QUESTIONS
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Your story 3

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  1. How did you two meet, and what's the short version of your love story?edit ✎
  2. What three words describe the feeling you want guests to leave with?edit ✎
  3. Is there a particular memory or person you want honored during the day?edit ✎

Traditions 2

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  1. Are there any cultural, religious, or family traditions you want to incorporate?edit ✎
  2. Any specific moments (first look, sand ceremony, etc.) you've always wanted?edit ✎

Look & feel 2

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  1. Color palette preferences or anything to avoid?edit ✎
  2. Any magazine / Pinterest / film references that capture the vibe?edit ✎

Music 2

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  1. Music must-haves and absolute do-not-plays?edit ✎
  2. First dance, parent dances, and entrance song picks?edit ✎

Guests & food 2

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  1. Are there dietary restrictions or allergies in the immediate family?edit ✎
  2. Any VIP guests we should know about ahead of time (parents, grandparents, etc.)?edit ✎

Couple 8

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  1. Name of Bride-to-be (B2b)edit ✎
  2. Bride's date of birthedit ✎
  3. Name of Groom-to-be (G2b)edit ✎
  4. Groom's date of birthedit ✎
  5. Current addressedit ✎
  6. Future addressedit ✎
  7. Age rangePICK 1edit ✎
  8. Combined household incomePICK 1edit ✎

Wedding details 11

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  1. City of weddingedit ✎
  2. Wedding dateedit ✎
  3. Time of ceremonyedit ✎
  4. Time of receptionedit ✎
  5. Bride's heritage (optional)edit ✎
  6. Groom's heritage (optional)edit ✎
  7. Wedding budgetPICK 1edit ✎
  8. Number of guests (used for price-per-person estimates)edit ✎
  9. How many hotel rooms are needed?edit ✎
  10. What type of wedding is planned?PICK 1edit ✎
  11. Select two words that best describe your wedding day visionPICK Nedit ✎

Wedding party 4

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  1. How many bridesmaids (including the Maid of Honor)?PICK 1edit ✎
  2. How many groomsmen / ushers (including the Best Man)?PICK 1edit ✎
  3. Will you have a flower girl?PICK 1edit ✎
  4. Will you have a ring bearer?PICK 1edit ✎

Color palette 6

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  1. Favorite primary colorPICK 1edit ✎
  2. Favorite secondary colorPICK 1edit ✎
  3. Favorite intermediate colorPICK 1edit ✎
  4. Favorite achromatic colorPICK 1edit ✎
  5. Favorite pastel colorPICK 1edit ✎
  6. Favorite accent colorsPICK Nedit ✎

Wedding gown 2

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  1. Favorite wedding gown designers (choose all that apply)PICK Nedit ✎
  2. Wedding gown colorPICK 1edit ✎

Wedding gown style 6

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  1. Gown lengthPICK 1edit ✎
  2. Gown fabric — Spring/Summer (choose up to two)PICK Nedit ✎
  3. Gown fabric — Fall/Winter (choose up to two)PICK Nedit ✎
  4. SilhouettePICK 1edit ✎
  5. Sleeve optionPICK 1edit ✎
  6. NecklinePICK 1edit ✎

Headpiece & accessories 4

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  1. Headpiece stylePICK 1edit ✎
  2. Veil stylePICK 1edit ✎
  3. Bridal shoesPICK 1edit ✎
  4. Accessories (choose all that apply)PICK Nedit ✎

Stationery 3

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  1. Paper choicePICK 1edit ✎
  2. Printing techniquePICK 1edit ✎
  3. Wording stylePICK 1edit ✎

Reception & food 4

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  1. Reception locationPICK 1edit ✎
  2. Catering style (choose all that apply)PICK Nedit ✎
  3. Cake stylePICK 1edit ✎
  4. Cake flavorPICK 1edit ✎

Flowers 4

rename ✎
  1. Flowers — Winter wedding (choose up to two)PICK Nedit ✎
  2. Flowers — Spring wedding (choose up to two)PICK Nedit ✎
  3. Flowers — Summer wedding (choose up to two)PICK Nedit ✎
  4. Flowers — Fall wedding (choose up to two)PICK Nedit ✎

Photography & video 1

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  1. Photography stylePICK 1edit ✎

Ceremony 4

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  1. Ceremony locationPICK 1edit ✎
  2. Processional musicPICK 1edit ✎
  3. Will you walk down the aisle to "Here Comes the Bride"?PICK 1edit ✎
  4. Recessional musicPICK 1edit ✎

Reception music 3

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  1. Live band style (if any)PICK 1edit ✎
  2. DJ style (if any)PICK 1edit ✎
  3. String quartet style (if any)PICK 1edit ✎

Transportation 1

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  1. Transportation options (choose all that apply)PICK Nedit ✎

Videography 2

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  1. Videography budgetedit ✎
  2. Videography stylePICK 1edit ✎

Planning services 1

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  1. Level of wedding-planner support you wantPICK 1edit ✎

Decorations & favors 1

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  1. Decorations / favors / extras (choose all that apply)PICK Nedit ✎
Quinceanera 🔒 PROTECTED 10 QUESTIONS
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About the honoree 2

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  1. What does turning 15 mean to you and your family?edit ✎
  2. Three words that describe the night you've imagined?edit ✎

Traditions 2

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  1. Are there specific cultural or religious traditions we should plan around (mass, vals, last doll, etc.)?edit ✎
  2. Who are the godparents / padrinos and what are they sponsoring?edit ✎

Court of honor 2

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  1. Chambelanes / damas — how many and any specific roles?edit ✎
  2. Any choreography or special entrances planned?edit ✎

Look & feel 2

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  1. Color palette preferences or anything to avoid?edit ✎
  2. Any specific decor element from a magazine, Pinterest, or family photo you want recreated?edit ✎

Music 1

rename ✎
  1. Music must-haves and absolute do-not-plays (vals, surprise dance, English/Spanish split)?edit ✎

Guests & food 1

rename ✎
  1. Are there dietary restrictions or allergies in the immediate family?edit ✎
Corporate Event 🔒 PROTECTED 8 QUESTIONS
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Business goals 2

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  1. What's the primary business goal of this event (launch, retention, fundraising, etc.)?edit ✎
  2. What does 'this event was a success' look like to your team?edit ✎

Audience 2

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  1. Who is the target audience and roughly how many attendees?edit ✎
  2. Any C-suite or VIP speakers who need special accommodations?edit ✎

Brand & content 2

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  1. Are there branding guidelines or assets we should adhere to?edit ✎
  2. What's the press / social-media plan — should the event be photographed or live-streamed?edit ✎

Logistics 2

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  1. Is there an after-party or hospitality component we need to plan separately?edit ✎
  2. Dietary restrictions across the expected audience (vegan, kosher, halal, gluten-free)?edit ✎
Milestone 🔒 PROTECTED 8 QUESTIONS
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Ungrouped 8

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  1. What milestone are we celebrating, and what makes it meaningful to the honoree?edit ✎
  2. Who is hosting (themselves, family, surprise) and who else is involved in planning?edit ✎
  3. Color palette preferences or anything to avoid?edit ✎
  4. Music must-haves and any songs/eras that are off-limits?edit ✎
  5. Are there dietary restrictions or allergies among the immediate family?edit ✎
  6. Any tributes, slideshows, toasts, or surprises we should help coordinate?edit ✎
  7. Roughly how many guests, and what's the vibe (intimate dinner vs. big bash)?edit ✎
  8. Is there a specific memory or photo from the honoree's past we should reference in decor?edit ✎
Other 0 QUESTIONS
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