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Service booking form: 7 questions to ask before you take a deposit

Questions for the client about what they’re booking: what it is and what it’s for, the date they’d like and how flexible that date isQuestions for the client about what they’re booking: what it is and what it’s for, the date they’d like and how flexible that date is. Optional questions ask where it happens, the budget they have in mind, anything you should know before you start, and how they heard about you.

Use this templateOpen it as your client sees it

Free until your first client pays you, then $19/month · card required

Preview of the Service booking template as a client sees it, for Harbor Light Photography, a fictional photographer, with the package “Half-day family photo shoot” and a $150 deposit.

The template as your client sees it, for Harbor Light Photography, a fictional photographer, with an example package and a $150 deposit

What your client is asked

7 questions · 3 required. Reword, reorder, add or remove any of them before you send your first link, up to 10 questions. Links you have already sent keep the questions they were created with.

  1. What would you like to book?

    A sentence or two: what it is, and what it’s for.

    ParagraphRequired

  2. What date would you like?

    We’ll confirm the exact time with you.

    DateRequired

  3. How flexible is that date?

    Choices: That date only · A few days either side · Any time that month · Completely flexible

    DropdownRequired

  4. Where will it be?

    An address, an area, or online.

    Short answerOptional

  5. What budget do you have in mind?

    Choices: Under $250 · $250–$500 · $500–$1,000 · Over $1,000 · Not sure yet

    DropdownOptional

  6. Anything I should know before we start?

    Timing, access, the people involved, anything to avoid.

    ParagraphOptional

  7. How did you hear about me?

    Short answerOptional

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Each one is a starting point for one kind of engagement. You pick one when you set up IntakePay.

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Start with the Service booking template

Start free from here, and the template is already picked when you set up your business

Start freeOpen it as your client sees it

Free until your first client pays you, then $19/month · card required