Photography Client Onboarding
Shoot details, shot list, location and timing, and usage rights - collected the moment a client books.
For photographers, the shoot only goes smoothly if the shot list and logistics were nailed down beforehand - and the moment to capture them is right after a client books, while they're most excited and responsive.
This template handles all of it in one link - questionnaire, shot list, and usage preferences - so a booking takes one client-sitting instead of a week of email.
Who it's for: Portrait, wedding, brand, and commercial photographers capturing shoot details the moment a client books.
What's inside
The full flow your client walks through, step by step. Everything is editable in the builder before you send it.
Step 1 of 3
Welcome & Contact
Thanks for booking with us! This short onboarding captures your shoot details - tell us about the occasion, your must-have shots, and how you'll use the images, all in one go.
- TextRequired
Your full name
- EmailRequired
Best email for project updates
- TextRequired
Company / business name
- Phone
Phone number (optional, for quick questions)
Step 2 of 3
About Your Shoot
- Single choiceRequired
What kind of shoot is this?
Wedding / engagement · Portrait / family · Brand / commercial · Event · Product · Other
- DateRequired
Preferred shoot date
- Long answerRequired
Tell us about the shoot - who, where, and what's the occasion?
Step 3 of 3
Logistics & References
- Long answerRequired
Must-have shots, moments, or people
- File upload
Mood or style references - screenshots, Pinterest exports, past photos
- Single choiceRequired
How will you use the images?
Personal use · Business marketing / social media · Commercial advertising · Not sure yet
- Single choiceRequired
May we share selected images in our portfolio and social media?
Yes, happily · Yes, but ask first per image · Prefer not
Why this template works
- Shoot type, date, and occasion captured the moment a client books
- Shot list and must-have moments captured before the shoot, in writing
- Usage and publishing preferences agreed up front
Frequently asked questions
- What should a photography client questionnaire ask?
- Shoot type and date, location preferences, who's being photographed, must-have shots and people, styling and mood references, how the images will be used, and any sensitivities - surprises that are charming in conversation are expensive on shoot day.
- When should you send a photography onboarding form?
- The moment a booking is confirmed, while the client is most excited and responsive. Capturing the shoot type, date, must-have shots, and usage up front means shoot day runs on a plan instead of improvisation.
- Why ask about image usage during onboarding?
- Whether the client expects social-media use, commercial advertising rights, or print resale changes pricing and licensing. Asking up front avoids renegotiating after delivery, which is the worst possible time.