Garden design visits: from first site visit to the plan

Site visit, brief, concept presentation, planting days: how garden designers can structure design appointments and let clients book the first visit online.

6 min read

A garden design project usually follows four appointments: a first site visit to see the garden and hear the wishes, a brief to agree on scope and budget, a presentation of the concept, and the work days themselves. Make the first site visit bookable online with a clear length and price, then book the following meetings yourself as the project moves forward. Plan design work for the quieter months, so the planting can happen at the right time of year.

The first site visit

Nothing replaces walking the garden: the light, the soil, the slopes, the views to keep or hide, the way the family uses the space. The first visit is where you see all this and listen to what the client imagines. It takes an hour to an hour and a half, and some garden designers charge it, with the fee sometimes deducted from the design if the client goes ahead. Whatever you choose, say it clearly.

On Book, create a service such as "Garden design: first site visit", with its length, its price and a description of what happens. Open slots on the days you can travel to that area.

What to ask before the visit

  • the address and the approximate size of the garden;
  • what the client wants: a family garden, low maintenance, a vegetable patch, a terrace, privacy;
  • any constraints: slopes, shade, a tree to keep, children or pets;
  • a rough budget, if they're willing to share it;
  • photos, and the timing they have in mind.

The booking form asks for first name, last name, email and phone, plus an optional note. Put these questions in the service description so the client answers them in the note. You receive an email for each new booking, with the note, so you arrive with a first idea already forming.

After the visit: brief, concept, revisions

StepFormatWho books it
First site visit1 h–1 h 30 on siteThe client, online
Brief and quoteWritten, or a short callYou
Concept presentation1 h, on site or at your studioYou, at a time agreed with the client
Revisions30–45 min, by video or on siteYou
Work and planting daysFull daysYou, in your work calendar

Once the client agrees, the following meetings depend on the project, so book them yourself from your calendar using separate services, for example "Concept presentation" and "Design revision". They appear clearly in your bookings list, and the client receives a confirmation email for each one when you enter their email address.

Presenting the concept

The concept presentation is where the client decides. Holding it on site lets you walk the garden with the plan in hand and show exactly where the terrace, the beds or the new hedge will go. Holding it at your studio lets you spread out plans, samples and plant photos. Either way, send the key drawings a day or two before, so the client arrives with questions rather than discovering everything at once.

Say in the service description how long the presentation lasts, who should attend (both partners, if they decide together), and that the quote for the works will follow. If revisions are needed, book a shorter follow-up meeting rather than stretching the presentation.

Design in winter, plant in season

Garden design has a natural calendar. Designs made in late autumn and winter are ready for planting in the right season, while maintenance rounds take up the growing months. Open more first-visit slots when your rounds are lighter, and fewer when they're full. A slot created once can be repeated on the weekdays you choose until an end date, so a winter design season takes a few minutes to set up.

Keep design and maintenance separate

If you also run maintenance rounds, keep design visits as their own services with their own days. A design visit in the middle of a mowing round rarely goes well: you arrive in work clothes, short on time, thinking about the next lawn. Dedicate a day or two a week to design when the season allows.

When a meeting has to move, reschedule it from your bookings list and tell the client yourself, since Book doesn't email them when a booking changes. Book costs €5/month, everything included: unlimited bookings and services, no commission and no contract. It doesn't take payments; keep your usual quotes and invoices.

Should the first design visit be paid?
It's your choice. As its own service, it can be free or have a price; say in the description if it's deducted from the design fee.
Can clients book the concept presentation online?
They can if you open slots for it, but you'll usually agree the time together and book it yourself from your calendar.
When should I open design visits?
When your maintenance rounds are lighter, for example late autumn and winter, so designs are ready for the planting season.

Guides for landscape gardeners