New Client Onboarding
General Info
First Name
Last Name
Email
*
Phone
Priority
High
Medium
Low
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Client Type
Private
Corporate
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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
4th of July
Backyard Party
Birthday
Corporate
Engagement Party
Fund Raiser
Halloween
New Years
Private
Retirement
Shower
Valentines
Wedding
Xmas
Other
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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 (text)
Guest Allergies
*
Notes
Payment Method
Deposit %
*
Select option
50%
Pay up front
Other
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Payment Method
*
Select option
ACH / Wire
CC
Zelle
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Discounts
Select option
15%
20%
25%
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Venue Details
Venue Name
*
(e.g Grand Hotel (Austin))
Venue Type
*
Select option
Home
Indoor
Outdoor
Corporate
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Liability Insurance Required
*
Select option
Yes
No
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Venue Contact Person
Venue Contact First Name
*
Venue Contact Last Name
*
Venue Contact Email
*
Venue Contact Phone
*
Venue Address
Street Address
*
City
*
State
*
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
Wedding
BBQ
Corporate
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Servers Needed
*
Bartenders Needed
*
Grillers (BBQ) Needed
*
Event Planners Needed
*
Decor Staff Needed
*
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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