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🍽️ Hospitality & Retail

Free Guest Needs Intake Template

A guest-needs intake for hotels, resorts and event hosts — accessibility, dietary, comfort and service requirements collected in one profile.

Intake form
~3 min
Service planning
Live Preview

Quick answer

A guest-needs intake for hotels, resorts and event hosts — accessibility, dietary, comfort and service requirements collected in one profile.

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About this template

Personalized hospitality fails when the answers are scattered across three emails, a phone note and a sticky on the reservation. This intake captures accessibility, dietary, mobility, comfort and service needs in one structured profile, so housekeeping, kitchen and the desk all serve from the same brief — before the guest ever has to ask twice.

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Live Preview

Sample form preview (fillable once the app is published).

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Fill it in to see how responses flow.
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What's Included

Everything you need to run this template.

1

One service brief

Every team sees the same structured needs, not a forwarded email chain.

2

Proactive service

Set up mobility aids and dietary menus before the guest arrives.

3

Repeat-guest memory

Answers stay with the profile for their next visit.

4

Fewer escalations

Guests never have to repeat a need they already shared.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it and set the categories your property can serve.

2

Send on booking

Attach the intake to the confirmation email; guests answer once.

3

Brief the teams

Housekeeping, kitchen and the desk work from one export.

4

Deliver on arrival

The room, the menu and the service match — before anyone asks.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Accessible hotels

Turn accessibility commitments into a repeatable process.

2

Resort operators

Personalize long-stay guests on day one.

3

Event hosts

Serve every delegate's needs without a paper trail.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — responses land as structured records once the form is live.

  1. Guest name and reservation ID
  2. Mobility or accessibility requirements
  3. Dietary restrictions and allergies
  4. Room preferences (floor, bedding, temperature)
  5. Primary spoken language
  6. Interpreter or written communication required
  7. Any service scheduled before arrival?
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Frequently Asked Questions

What counts as a guest need?
Anything the property would act on: mobility, allergens, sensory preferences, language, dietary, scheduled service. Edit the fields to your team.
Is this stored securely?
Every answer stays in your FormLM workspace; export or delete by policy.
Is it free to use?
Yes. Copy it into your workspace and reuse it for every arrival.
Can guests skip it?
Yes — but the point is that teams can serve proactively; the field set makes that visible internally.
Does this replace a PMS profile?
No, it is a lightweight intake for properties that do not have a structured needs profile in their system.

Serve needs before they ask

Accessibility, dietary, comfort and language captured once — copy the intake free.