Photography

Photography Client Onboarding

Shoot details, shot list, location and timing, usage rights, signed contract, and booking deposit — collected the moment a client books.

4 steps13questions & requests~26 min for your client

For photographers, onboarding is booking: the date isn't real until the contract is signed and the retainer paid, and the shoot only goes smoothly if the shot list and logistics were nailed down beforehand.

This template handles all of it in one link — questionnaire, shot list, usage preferences, contract, and deposit — so a booking takes one client-sitting instead of a week of email.

Who it's for: Portrait, wedding, brand, and commercial photographers taking deposits to secure dates.

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 4

Welcome & Contact

Thanks for booking with us! This short onboarding locks in your date — tell us about your shoot, sign the contract, and pay the retainer, all in one go.

  • Your full name

    TextRequired
  • Best email for project updates

    EmailRequired
  • Company / business name

    TextRequired
  • Phone number (optional, for quick questions)

    Phone

Step 2 of 4

About Your Shoot

  • What kind of shoot is this?

    Wedding / engagement · Portrait / family · Brand / commercial · Event · Product · Other

    Single choiceRequired
  • Preferred shoot date

    DateRequired
  • Tell us about the shoot — who, where, and what's the occasion?

    Long answerRequired

Step 3 of 4

Logistics & References

  • Must-have shots, moments, or people

    Long answerRequired
  • Mood or style references — screenshots, Pinterest exports, past photos

    File upload
  • 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

    Single choiceRequired

Step 4 of 4

Contract & Retainer

  • Service agreement

    E-signatureRequired
  • Project deposit

    PaymentRequired

Why this template works

  • Contract and retainer in the same flow — the date is never held unpaid
  • 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.
Should photographers take a deposit at booking?
Yes — a signed contract plus a retainer (commonly 25–50%) is what makes a date a booking. Doing both in one flow means you never block a date on a verbal promise that later evaporates.
Why ask about image usage during onboarding?
Whether the client expects social-media use, commercial advertising rights, or print resale changes pricing and the contract. Asking up front avoids renegotiating after delivery, which is the worst possible time.