Photography

Photography Client Onboarding

Shoot details, shot list, location and timing, and usage rights - collected the moment a client books.

3 steps11questions & requests~22 min for your client

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.

  • Your full name

    TextRequired
  • Best email for project updates

    EmailRequired
  • Company / business name

    TextRequired
  • Phone number (optional, for quick questions)

    Phone

Step 2 of 3

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 3

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

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.