Interior design client intake template

Collect an interior design brief with rooms, occupants, style, retained furniture and procurement scope.

Business template · 9 fields (6 required) · ~2 min for respondents to complete · Free plan · No credit card · Fully customizable

Set up your interior design client intake

Collect an interior design brief with rooms, occupants, style, retained furniture and procurement scope.

Separate design priorities from items that must be retained. Confirm purchasing authority and installation scope through the designer's agreement.

The form separates project address or location, rooms included, occupants and how rooms are used, style preferences into labeled questions. Review the choices and required fields for your organization before sharing it.

Best practices

• Separate design priorities from items that must be retained. Confirm purchasing authority and installation scope through the designer's agreement.
• Customize the project address or location and rooms included questions to match your records and terminology.
• Name the team that reviews responses and explain what happens after submission. A requested date, service or approval is not automatically confirmed.
• Ask only for information needed for this step. Arrange any sensitive supporting documents through an appropriate private process.

Every field, explained

• Your full name (Name, required)
• Email address (Email, required)
• Project address or location (Short text, required)
• Rooms included (Long text, required)
• Occupants and how rooms are used (Long text, required)
• Style preferences (Long text)
• Furniture to retain (Long text)
• Procurement help (Dropdown, required)
• Budget range and timing (Short text)

Frequently asked questions

What does this interior design client intake template collect?

Alongside contact details, it asks for project address or location, rooms included, occupants and how rooms are used, style preferences, furniture to retain, procurement help, budget range and timing. You can rename questions, change choices and remove fields that your workflow does not need.

How should I use this interior design client intake form?

Separate design priorities from items that must be retained. Confirm purchasing authority and installation scope through the designer's agreement.

Can I edit this form and print a copy?

Yes. Open an editable draft, adjust the questions, and review the preview before publishing. You can also use the template page’s print option. Publishing requires an account; the draft can be tried first.

Related templates

• Design Review & Feedback — 13 fields
• Project Intake Form — 12 fields
• Architectural project brief — 9 fields

Customize this form — opens an editable draft, no account needed — — or browse all 836 templates.