New Client Onboarding
General Info
First Name
Last Name
Email
*
Phone
Priority
Client Type
Billing Address
Address
Street Address
City
State
Postal Code
Event Details
About Event
Event ID
*
Short and sweet, start with "EV"
Event Name
*
(e.g. Smith-Wedding-2025-12-25)
Event Type
*
Select option
Event Date
*
Rain Date
Start Time
*
You must write the time in this format: HH:MM AM/PM - example: 08:30 AM (add SPACE between time and AM/PM)
End Time
*
You must write the time in this format: HH:MM AM/PM - example: 02:30 PM (add SPACE between time and AM/PM)
Guest Count
Guest Allergies
Notes
Payment Method
Deposit %
*
Select option
Payment Method
*
Select option
Discounts
Select option
Venue Details
Venue Name
*
(e.g Grand Hotel (Austin))
Venue Type
Select option
Liability Insurance Required
*
Select option
Venue Contact Person
Venue Contact First Name
Venue Contact Last Name
Venue Contact Email
Venue Contact Phone
Venue Address
Street Address
City
*
State
*
Postal Code
Venue Access & Notes
Venue Parking Instructions
Venue Gate Codes
Special Instructions / Venue Notes
Venue Business Info
Venue Company Name
Venue Business Email
Venue Business Phone
Staffing Requirements
Uniform Type
*
Select option
# of Servers Needed
*
# of Bartenders Needed
*
# of Grillers (BBQ) Needed
# of Event Planners Needed
*
# of Decor Staff Needed
*
# of Day-Of Coord Staff Needed
*
Setup Staff Needed*
*
Cleanup Staff Needed*
*
Vendors Requirements
Vendors Requirements
Balloon Artist
Caterer
Chef
Decor
DJ
Florist
Planner
Rentals
Other
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