{"product_id":"event-client-intake-form-template-fillable-pdf","title":"Event Client Intake Form Template — Fillable PDF","description":"\u003cp\u003eThe Event Client Intake Form Template is designed to help catering businesses, food truck owners, private chefs, and mobile food vendors collect the right information before planning an event.\u003c\/p\u003e\n\u003cp\u003eThis template helps organize client contact details, event date, event location, guest count, service type, menu preferences, dietary restrictions, setup needs, delivery details, event timeline, special requests, and approval notes. It gives your business a clean and professional way to gather information before creating a proposal, quote, agreement, or invoice.\u003c\/p\u003e\n\u003cp\u003eA strong intake form helps prevent missing details and makes the booking process smoother for both the business and the customer. Instead of collecting information through scattered messages, phone notes, or emails, this fillable PDF keeps the event details in one organized document.\u003c\/p\u003e\n\u003cp\u003eThe design follows the premium Lexoraintl black, gold, and white business style with a luxury cover page, clean fillable fields, organized intake sections, and professional business formatting.\u003c\/p\u003e\n\u003cp\u003eWhat’s Included\u003c\/p\u003e\n\u003cp\u003eThis digital product includes:\u003c\/p\u003e\n\u003cp\u003ePremium fillable Event Client Intake Form PDF\u003c\/p\u003e\n\u003cp\u003eProfessional cover page\u003c\/p\u003e\n\u003cp\u003eClient contact information section\u003c\/p\u003e\n\u003cp\u003eEvent date, time, and location section\u003c\/p\u003e\n\u003cp\u003eEvent type and guest count section\u003c\/p\u003e\n\u003cp\u003eCatering or food truck service request section\u003c\/p\u003e\n\u003cp\u003eMenu preferences section\u003c\/p\u003e\n\u003cp\u003eDietary restrictions and allergy notes section\u003c\/p\u003e\n\u003cp\u003eDelivery, setup, and serving needs section\u003c\/p\u003e\n\u003cp\u003eEvent timeline section\u003c\/p\u003e\n\u003cp\u003eSpecial requests and additional notes section\u003c\/p\u003e\n\u003cp\u003eClient approval section\u003c\/p\u003e\n\u003cp\u003eHow-to-use, disclosure, and disclaimer page\u003c\/p\u003e\n\u003cp\u003eZIP file for Shopify digital delivery\u003c\/p\u003e\n\u003cp\u003eFile Format\u003c\/p\u003e\n\u003cp\u003eFile Format: Fillable PDF only\u003c\/p\u003e\n\u003cp\u003eThis template does not include Excel because it is mainly used to collect client and event information, service preferences, and planning notes.\u003c\/p\u003e\n\u003cp\u003eDigital Delivery\u003c\/p\u003e\n\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e\n\u003cp\u003eAfter purchase, the customer will receive a downloadable ZIP file containing the fillable PDF template.\u003c\/p\u003e\n\u003cp\u003eHow to Use\u003c\/p\u003e\n\u003cp\u003eDownload and unzip the file.\u003c\/p\u003e\n\u003cp\u003eOpen the fillable PDF using a compatible PDF reader.\u003c\/p\u003e\n\u003cp\u003eEnter your business information if needed.\u003c\/p\u003e\n\u003cp\u003eFill in the client’s contact details and event information.\u003c\/p\u003e\n\u003cp\u003eAdd event type, location, date, time, guest count, menu preferences, dietary restrictions, setup needs, and special requests.\u003c\/p\u003e\n\u003cp\u003eSave the completed intake form for your records.\u003c\/p\u003e\n\u003cp\u003eUse the information to prepare a quote, proposal, agreement, invoice, or event checklist.\u003c\/p\u003e\n\u003cp\u003eWho This Template Is For\u003c\/p\u003e\n\u003cp\u003eThis template is perfect for:\u003c\/p\u003e\n\u003cp\u003eCatering businesses\u003c\/p\u003e\n\u003cp\u003eFood truck owners\u003c\/p\u003e\n\u003cp\u003eMobile food vendors\u003c\/p\u003e\n\u003cp\u003ePrivate chefs\u003c\/p\u003e\n\u003cp\u003eWedding caterers\u003c\/p\u003e\n\u003cp\u003eEvent food vendors\u003c\/p\u003e\n\u003cp\u003eCorporate catering providers\u003c\/p\u003e\n\u003cp\u003ePop-up food businesses\u003c\/p\u003e\n\u003cp\u003eMeal prep businesses offering event service\u003c\/p\u003e\n\u003cp\u003eSmall food service startups\u003c\/p\u003e\n\u003cp\u003eBest Used For\u003c\/p\u003e\n\u003cp\u003eUse this template for:\u003c\/p\u003e\n\u003cp\u003eNew catering client intake\u003c\/p\u003e\n\u003cp\u003eFood truck event booking requests\u003c\/p\u003e\n\u003cp\u003eWedding catering planning\u003c\/p\u003e\n\u003cp\u003eCorporate catering requests\u003c\/p\u003e\n\u003cp\u003ePrivate party food service details\u003c\/p\u003e\n\u003cp\u003ePop-up event planning\u003c\/p\u003e\n\u003cp\u003eClient consultation notes\u003c\/p\u003e\n\u003cp\u003eDietary and allergy information\u003c\/p\u003e\n\u003cp\u003eMenu preference collection\u003c\/p\u003e\n\u003cp\u003ePre-event planning records\u003c\/p\u003e\n\u003cp\u003eCustomer Benefits\u003c\/p\u003e\n\u003cp\u003eThis template helps customers:\u003c\/p\u003e\n\u003cp\u003eCollect client details in a professional format\u003c\/p\u003e\n\u003cp\u003eKeep event information organized from the beginning\u003c\/p\u003e\n\u003cp\u003eReduce missed details before quoting or booking\u003c\/p\u003e\n\u003cp\u003eRecord guest count, location, timeline, and menu needs\u003c\/p\u003e\n\u003cp\u003eTrack dietary restrictions and allergy notes\u003c\/p\u003e\n\u003cp\u003eImprove communication with clients\u003c\/p\u003e\n\u003cp\u003eSave time during the booking process\u003c\/p\u003e\n\u003cp\u003eCreate a smoother planning experience\u003c\/p\u003e\n\u003cp\u003eReuse the same intake form for multiple events\u003c\/p\u003e\n\u003cp\u003eImportant Usage Note\u003c\/p\u003e\n\u003cp\u003eThis template is designed to help organize client and event information for catering and food truck services. The buyer is responsible for reviewing all details with the client and making sure event information, allergy notes, menu requests, and service requirements are accurate before accepting or preparing for the job.\u003c\/p\u003e\n\u003cp\u003eLicense\u003c\/p\u003e\n\u003cp\u003eThis product is for personal and business use by the purchaser.\u003c\/p\u003e\n\u003cp\u003eThe buyer may use this template for their own catering, food truck, private chef, mobile food, or food service business. The buyer may fill it out, save copies, and use completed versions for their own client and event records.\u003c\/p\u003e\n\u003cp\u003eNot-for-Resale Disclosure\u003c\/p\u003e\n\u003cp\u003eThis digital template may not be resold, redistributed, copied, shared, uploaded, or repackaged as a competing digital product.\u003c\/p\u003e\n\u003cp\u003eCustomers may not sell the blank template or claim the template design as their own.\u003c\/p\u003e\n\u003cp\u003eDigital Product Refund Policy\u003c\/p\u003e\n\u003cp\u003eBecause this is a digital download, all sales are final once the file has been delivered or downloaded.\u003c\/p\u003e\n\u003cp\u003eRefunds are not available for digital products unless required by law or unless there is a verified file access issue that cannot be resolved.\u003c\/p\u003e\n\u003cp\u003eProduct Disclosure\u003c\/p\u003e\n\u003cp\u003eThis product is a downloadable digital business template. It is not custom legal, financial, tax, accounting, health, allergy, or food safety advice.\u003c\/p\u003e\n\u003cp\u003eLegal Disclaimer\u003c\/p\u003e\n\u003cp\u003eThis template is provided for general business organization and informational purposes only. The purchaser should review all client information, food service details, dietary requests, allergy notes, and event requirements carefully.\u003c\/p\u003e\n\u003cp\u003eFor food allergy procedures, food safety regulations, licensing rules, legal requirements, or business policies, customers should consult a qualified professional or local authority.\u003c\/p\u003e\n\u003cp\u003eCustomer FAQ\u003c\/p\u003e\n\u003cp\u003eIs this a physical product?\u003c\/p\u003e\n\u003cp\u003eNo. This is a digital download. No physical product will be shipped.\u003c\/p\u003e\n\u003cp\u003eWhat file do I receive?\u003c\/p\u003e\n\u003cp\u003eYou will receive a ZIP file containing a fillable PDF event client intake form template.\u003c\/p\u003e\n\u003cp\u003eIs Excel included?\u003c\/p\u003e\n\u003cp\u003eNo. This product includes a fillable PDF only.\u003c\/p\u003e\n\u003cp\u003eCan I use this for my food truck or catering business?\u003c\/p\u003e\n\u003cp\u003eYes. You can use this template for your own food truck, catering, private chef, mobile food, or event food service business.\u003c\/p\u003e\n\u003cp\u003eCan clients fill this out?\u003c\/p\u003e\n\u003cp\u003eYes. You can send the fillable PDF to clients, or you can fill it out yourself during a consultation or booking call.\u003c\/p\u003e\n\u003cp\u003eCan I reuse this form?\u003c\/p\u003e\n\u003cp\u003eYes. You can save a blank copy and reuse it for different clients and events.\u003c\/p\u003e\n\u003cp\u003eDoes this include allergy or dietary sections?\u003c\/p\u003e\n\u003cp\u003eYes. It includes areas for dietary restrictions, allergy notes, menu preferences, and special food-related requests.\u003c\/p\u003e\n\u003cp\u003eCan I use this before creating a quote or contract?\u003c\/p\u003e\n\u003cp\u003eYes. This intake form is ideal for collecting information before preparing a quote, proposal, agreement, invoice, or event checklist.\u003c\/p\u003e\n\u003cp\u003eCan I resell this template?\u003c\/p\u003e\n\u003cp\u003eNo. You may not resell, redistribute, share, upload, or repackage the blank template.\u003c\/p\u003e\n\u003cp\u003eDo I need special software?\u003c\/p\u003e\n\u003cp\u003eA PDF reader is recommended. For best results, use Adobe Acrobat Reader or another PDF program that supports fillable fields.\u003c\/p\u003e","brand":"Lexoraintl","offers":[{"title":"Default Title","offer_id":54318681686308,"sku":"FTC-005-EVENT-CLIENT-INTAKE-FORM","price":14.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0983\/1759\/9012\/files\/5-1_Event_Client_Intake_Form.jpg?v=1780586655","url":"https:\/\/www.lexoraintl.com\/products\/event-client-intake-form-template-fillable-pdf","provider":"Lexoraintl","version":"1.0","type":"link"}