Settings
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.
Protected
Wedding
🔒
Quinceanera
🔒
Corporate Event
🔒
Milestone
🔒
Other / custom
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
click to manage ▾
Your story 3
rename ✎
-
How did you two meet, and what's the short version of your love story?edit ✎
-
What three words describe the feeling you want guests to leave with?edit ✎
-
Is there a particular memory or person you want honored during the day?edit ✎
Traditions 2
rename ✎
-
Are there any cultural, religious, or family traditions you want to incorporate?edit ✎
-
Any specific moments (first look, sand ceremony, etc.) you've always wanted?edit ✎
Look & feel 2
rename ✎
-
Color palette preferences or anything to avoid?edit ✎
-
Any magazine / Pinterest / film references that capture the vibe?edit ✎
Music 2
rename ✎
-
Music must-haves and absolute do-not-plays?edit ✎
-
First dance, parent dances, and entrance song picks?edit ✎
Guests & food 2
rename ✎
-
Are there dietary restrictions or allergies in the immediate family?edit ✎
-
Any VIP guests we should know about ahead of time (parents, grandparents, etc.)?edit ✎
Couple 8
rename ✎
-
Name of Bride-to-be (B2b)edit ✎
-
Bride's date of birthedit ✎
-
Name of Groom-to-be (G2b)edit ✎
-
Groom's date of birthedit ✎
-
Current addressedit ✎
-
Future addressedit ✎
-
Age rangePICK 1edit ✎
-
Combined household incomePICK 1edit ✎
Wedding details 11
rename ✎
-
City of weddingedit ✎
-
Wedding dateedit ✎
-
Time of ceremonyedit ✎
-
Time of receptionedit ✎
-
Bride's heritage (optional)edit ✎
-
Groom's heritage (optional)edit ✎
-
Wedding budgetPICK 1edit ✎
-
Number of guests (used for price-per-person estimates)edit ✎
-
How many hotel rooms are needed?edit ✎
-
What type of wedding is planned?PICK 1edit ✎
-
Select two words that best describe your wedding day visionPICK Nedit ✎
Wedding party 4
rename ✎
-
How many bridesmaids (including the Maid of Honor)?PICK 1edit ✎
-
How many groomsmen / ushers (including the Best Man)?PICK 1edit ✎
-
Will you have a flower girl?PICK 1edit ✎
-
Will you have a ring bearer?PICK 1edit ✎
Color palette 6
rename ✎
-
Favorite primary colorPICK 1edit ✎
-
Favorite secondary colorPICK 1edit ✎
-
Favorite intermediate colorPICK 1edit ✎
-
Favorite achromatic colorPICK 1edit ✎
-
Favorite pastel colorPICK 1edit ✎
-
Favorite accent colorsPICK Nedit ✎
Wedding gown 2
rename ✎
-
Favorite wedding gown designers (choose all that apply)PICK Nedit ✎
-
Wedding gown colorPICK 1edit ✎
Wedding gown style 6
rename ✎
-
Gown lengthPICK 1edit ✎
-
Gown fabric — Spring/Summer (choose up to two)PICK Nedit ✎
-
Gown fabric — Fall/Winter (choose up to two)PICK Nedit ✎
-
SilhouettePICK 1edit ✎
-
Sleeve optionPICK 1edit ✎
-
NecklinePICK 1edit ✎
Headpiece & accessories 4
rename ✎
-
Headpiece stylePICK 1edit ✎
-
Veil stylePICK 1edit ✎
-
Bridal shoesPICK 1edit ✎
-
Accessories (choose all that apply)PICK Nedit ✎
Stationery 3
rename ✎
-
Paper choicePICK 1edit ✎
-
Printing techniquePICK 1edit ✎
-
Wording stylePICK 1edit ✎
Reception & food 4
rename ✎
-
Reception locationPICK 1edit ✎
-
Catering style (choose all that apply)PICK Nedit ✎
-
Cake stylePICK 1edit ✎
-
Cake flavorPICK 1edit ✎
Flowers 4
rename ✎
-
Flowers — Winter wedding (choose up to two)PICK Nedit ✎
-
Flowers — Spring wedding (choose up to two)PICK Nedit ✎
-
Flowers — Summer wedding (choose up to two)PICK Nedit ✎
-
Flowers — Fall wedding (choose up to two)PICK Nedit ✎
Photography & video 1
rename ✎
-
Photography stylePICK 1edit ✎
Ceremony 4
rename ✎
-
Ceremony locationPICK 1edit ✎
-
Processional musicPICK 1edit ✎
-
Will you walk down the aisle to "Here Comes the Bride"?PICK 1edit ✎
-
Recessional musicPICK 1edit ✎
Reception music 3
rename ✎
-
Live band style (if any)PICK 1edit ✎
-
DJ style (if any)PICK 1edit ✎
-
String quartet style (if any)PICK 1edit ✎
Transportation 1
rename ✎
-
Transportation options (choose all that apply)PICK Nedit ✎
Videography 2
rename ✎
-
Videography budgetedit ✎
-
Videography stylePICK 1edit ✎
Planning services 1
rename ✎
-
Level of wedding-planner support you wantPICK 1edit ✎
Decorations & favors 1
rename ✎
-
Decorations / favors / extras (choose all that apply)PICK Nedit ✎
Quinceanera
🔒 PROTECTED
10 QUESTIONS
click to manage ▾
About the honoree 2
rename ✎
-
What does turning 15 mean to you and your family?edit ✎
-
Three words that describe the night you've imagined?edit ✎
Traditions 2
rename ✎
-
Are there specific cultural or religious traditions we should plan around (mass, vals, last doll, etc.)?edit ✎
-
Who are the godparents / padrinos and what are they sponsoring?edit ✎
Court of honor 2
rename ✎
-
Chambelanes / damas — how many and any specific roles?edit ✎
-
Any choreography or special entrances planned?edit ✎
Look & feel 2
rename ✎
-
Color palette preferences or anything to avoid?edit ✎
-
Any specific decor element from a magazine, Pinterest, or family photo you want recreated?edit ✎
Music 1
rename ✎
-
Music must-haves and absolute do-not-plays (vals, surprise dance, English/Spanish split)?edit ✎
Guests & food 1
rename ✎
-
Are there dietary restrictions or allergies in the immediate family?edit ✎
Corporate Event
🔒 PROTECTED
8 QUESTIONS
click to manage ▾
Business goals 2
rename ✎
-
What's the primary business goal of this event (launch, retention, fundraising, etc.)?edit ✎
-
What does 'this event was a success' look like to your team?edit ✎
Audience 2
rename ✎
-
Who is the target audience and roughly how many attendees?edit ✎
-
Any C-suite or VIP speakers who need special accommodations?edit ✎
Brand & content 2
rename ✎
-
Are there branding guidelines or assets we should adhere to?edit ✎
-
What's the press / social-media plan — should the event be photographed or live-streamed?edit ✎
Logistics 2
rename ✎
-
Is there an after-party or hospitality component we need to plan separately?edit ✎
-
Dietary restrictions across the expected audience (vegan, kosher, halal, gluten-free)?edit ✎
Milestone
🔒 PROTECTED
8 QUESTIONS
click to manage ▾
Ungrouped 8
rename ✎
-
What milestone are we celebrating, and what makes it meaningful to the honoree?edit ✎
-
Who is hosting (themselves, family, surprise) and who else is involved in planning?edit ✎
-
Color palette preferences or anything to avoid?edit ✎
-
Music must-haves and any songs/eras that are off-limits?edit ✎
-
Are there dietary restrictions or allergies among the immediate family?edit ✎
-
Any tributes, slideshows, toasts, or surprises we should help coordinate?edit ✎
-
Roughly how many guests, and what's the vibe (intimate dinner vs. big bash)?edit ✎
-
Is there a specific memory or photo from the honoree's past we should reference in decor?edit ✎