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 a questionnaire

In your dashboard, go to Clients. On any client card, click "Questionnaire."

If the client has an email on file, clicking "Send & Copy Link" will email the invitation directly from EventRundown and copy the link to your clipboard. The email includes your name, a brief explanation, and a branded "Fill Out Form" button.

If the client doesn't have an email, the button says "Create & Copy Link" — you get the link to share yourself via text, email, 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.

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.