Free editable template

Studio booking and client intake form template

Choose the preparation questions your staff really needs, then edit and download a clean working draft for the client.

The template is intentionally operational. It is not legal advice, a waiver, a consent record, or a legal notice, and it warns against collecting sensitive information through an ordinary form.

Choose the working assumptions

Choose the questions your team needs

Changing a field does not overwrite your edited draft until you choose Update draft.

Studio nameBooking typeResponse requested before starthours

Question groups

Project and session goalWhat are you creating or hosting, and what should be ready when the booking ends?Attendance and on-site contactHow many people will attend, and who is the on-site contact on the day?Room setup and scheduleDescribe the room layout, setup time, breaks, and pack-down time you expect.Equipment and add-onsWhich equipment, furniture, operator support, or other add-ons do you need?Access and accessibilityDo you have accessibility, loading, parking, arrival, or building-access requirements?Reference linksShare any relevant reference links or file-transfer links. Do not include passwords or private access credentials.Other operational requestsIs there anything else the studio should review before confirming the setup?

Editable working draft

Read every line, adapt it to your operation, and obtain appropriate local review before publishing.

Your studio booking client intake form — working draft

Purpose
Use this form after the booking details are known and before the session starts. Ask only for information needed to prepare and deliver the booking.

Booking reference
- Booking date and start time:
- Booking reference:
- Client or organization name:
- Best operational contact for this booking:

Preparation questions
1. Project and session goal
What are you creating or hosting, and what should be ready when the booking ends?

2. Attendance and on-site contact
How many people will attend, and who is the on-site contact on the day?

3. Room setup and schedule
Describe the room layout, setup time, breaks, and pack-down time you expect.

4. Equipment and add-ons
Which equipment, furniture, operator support, or other add-ons do you need?

5. Access and accessibility
Do you have accessibility, loading, parking, arrival, or building-access requirements?

6. Reference links
Share any relevant reference links or file-transfer links. Do not include passwords or private access credentials.

7. Other operational requests
Is there anything else the studio should review before confirming the setup?

Response timing
Please submit this form at least 24 hours before the booking. Explain what may not be available if the response arrives later.

Privacy and review note
Do not request payment-card details, account passwords, government identification, unnecessary health details, or other sensitive information through an ordinary intake form. Explain who can access responses, why each answer is needed, how long it is retained, and how the client can request a correction or deletion where applicable.

Review before publishing
This is an editable operational starting point, not legal advice, a consent record, or a substitute for required waivers and notices. Check the final questions against local privacy, accessibility, safety, and consumer requirements, then make them consistent with the booking confirmation and staff workflow.

No email required

Draft ready to edit.

Ask once, use the answer

Do not make clients repeat details already stored with the booking. Focus the intake on preparation decisions.

Collect less sensitive data

If a detail is not necessary to deliver the booking, leave it out. Use secure specialist workflows where needed.

Set an honest deadline

Explain when staff need the answers and what may not be available after the preparation cutoff.

Frequently asked questions

Keep intake useful and proportionate

Should the intake form repeat information already collected at booking?+

Usually no. Keep the booking reference and operational contact clear, then ask only for information staff still need to prepare the space, equipment, access, or service.

What should a studio avoid collecting in a general intake form?+

Avoid payment-card details, passwords, government identification, unnecessary health details, and other sensitive information. Use an appropriate secure process when a legitimate requirement exists.

Does submitting an intake form create legal consent?+

Not automatically. This working draft is not a waiver, contract, consent record, or legal notice. Use separate, reviewed acceptance flows where your operation or local law requires them.

Connect intake answers to the booking your team will deliver.

StudioDock supports booking intake and operational preparation alongside spaces, add-ons, payments, and client records.

Start free trial Ask about your setup