Instead of going back and forth over email collecting event details, send your client a single link. They fill out a structured form, and you get everything you need to build their timeline.

Creating an intake form

In your dashboard, go to Clients. On any client card, click "Intake Form." This generates a unique, tokenized link that you can send to your client via email, text, or any messaging app.

The link is public — your client doesn't need an EventRundown account to fill it out. It expires after 14 days by default.

What your client sees

Your client lands on a branded form (with your name as the planner) that walks them through two steps:

1. Event basics — event type, date, location, guest count, start and end times
2. Details — specific preferences, must-have moments, vendors they've already booked, budget range, and any special notes

The form is mobile-friendly. Most clients complete it in 5-10 minutes.

Sending via email

When you create the intake form, you can optionally send an email invitation directly from EventRundown. The email includes your name, a brief explanation, and a branded "Fill Out Form" button. If you'd rather send the link yourself, just copy it.

Re-submittable forms

Clients can update their answers and re-submit until you mark the form as reviewed. Each re-submission replaces the previous one — you always see the latest version.

What's next

Your client submitted their form. Now review the submission and generate a timeline from it.