Photography Client Onboarding
About this template
This photography client onboarding template helps photographers gather the details needed to scope and coordinate a shoot. It covers photography type, project goals, deliverables, visual direction, priority shots, scheduling, locations, key contacts, review timing, and planned image usage. Clients can also share reference files and inspiration links to support preparation.
Who it’s for
- Photography studios onboarding new commercial or editorial clients
- Freelance photographers planning brand, portrait, event, product, or lifestyle shoots
- Creative teams coordinating photography projects with multiple stakeholders
- Businesses requesting photography for marketing, campaigns, press, or internal use
When to use it
- Before confirming a photography project or preparing a proposal
- When planning a shoot that requires location access or on-site coordination
- When creative direction, shot priorities, or deliverable formats need to be clarified
- When licensing, territory, releases, or third-party image use may affect the project
Customization tips
- Add budget range, estimate approval, and purchase-order fields if they are part of your booking process
- Include travel, equipment, styling, talent, or permitting questions for productions that require them
- Make the preferred shoot date, primary location, and project contact required for faster scheduling
- Add a consent or release acknowledgement when photographing identifiable people or private locations
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Photography Client Onboarding
Project overview
Tell us what you need from the photography and how it will support your work.
Choose the primary type of photography for this project.
What should these images help your team achieve?
Where do you expect to use the final images?
Select the image types that would be most useful for your project.
Creative direction
Help us understand the look, feel, and subjects that matter most.
Select any styles that fit your vision.
What people, products, places, or moments should be included?
Share any priority images we should plan around.
Let us know about any important visual preferences or elements to avoid.
Schedule and locations
Share the practical details needed to plan the shoot.
Choose the main date and approximate start time for the photography.
Share the timing we should account for.
Please include the main location where photography will take place.
Share anything we should know before arriving on site.
We want the shoot to be comfortable and accessible for everyone involved.
People and coordination
Let us know who will guide the project, support the shoot, and sign off on final images.
Who will be our day-to-day contact for this photography project?
Who can help coordinate access and decisions during the shoot?
Please provide the best number to reach the on-site contact on the shoot day.
Who will make the final selection or approval decisions?
Choose the feedback process that works best for your team.
How many business days will your team need to review a proof gallery or image selection?
Usage and rights
Help us plan licensing that matches how and where you intend to use the images.
Select all anticipated uses for the final images.
Where do you expect the images to be used?
Who can answer questions about locations, talent releases, trademarks, or image usage permissions?
Reference materials
Send any existing materials that will help us prepare for your shoot.
Upload brand guidelines, shot lists, schedules, location details, visual inspiration, logos, or other helpful files.
Optionally share a Pinterest board, mood board, website, or gallery that reflects your preferred direction.
