Use photography intake to understand the client, session type, shot deliverables, usage notes, location ideas, timing, participants, priorities, and preferred delivery before estimating. The form collects the creative and logistical questions needed for a useful consultation without promising a final shot list or production plan during first contact. Confirmed details can then move into the estimate, appointment, and work order.
Capture the client and session purpose
Record client contact, session type, event or subject, preferred dates, locations, participant count, decision maker, visual priorities, reference examples, accessibility, and communication preference.
Understand deliverables and use
Ask about shot deliverables, digital files, gallery, prints, album, turnaround, editing expectations, usage notes, product sizes, and any separate rights or release process the studio handles.
Prepare consultation and estimate
Mark open questions about location, weather, timeline, travel, crew, equipment, products, and budget conversation. Separate preferences from confirmed production facts before creating a price or reserving a date.
How to use this printable
- Listen to the client’s purpose and visual priorities.
- Record timing, location, participants, and deliverables.
- Identify questions needing consultation or location review.
- Prepare the estimate and proposed session schedule.
Printing notes
- Print on US Letter paper at 100% or Actual size so table rows and signature lines keep their intended spacing.
- Use one copy for each customer, appointment, job, reporting period, or approval cycle instead of overwriting an earlier record.
- Write in dark ink and scan the completed sheet if the business keeps a digital archive.
Photography · Customer Intake
A US Letter printable customer intake for photography business teams, with fields for session / deliverables, customer details, scheduling, and operational notes.
- US Letter
- 1 page
- No required signup
What this printable records
Use the labeled areas below as a field guide before printing or adapting the form for your workflow.
- Client name
- A short handwritten text entry.
- Client phone / email
- A short handwritten text entry.
- Session location
- A short handwritten text entry.
- Record date
- A date entry for the printed record.
- Session type
- A short handwritten text entry.
- Shot deliverables
- A set of options to mark by hand.
- Usage notes
- A larger area for operational notes.
- Preferred contact method
- A set of options to mark by hand.
- Requested session / deliverables
- A larger area for operational notes.
- Preferred schedule
- A short handwritten text entry.
- Access / preparation notes
- A larger area for operational notes.
- Additional intake notes
- A larger area for operational notes.
Printing notes
- Use US Letter paper and choose 100% or Actual size in the print dialog.
- Check the preview before printing so table rows and signature lines keep their spacing.
- Use a fresh copy for each job, customer, reporting period, or approval cycle.