Every client
Service / engagement agreement
Services included, session frequency, rate, payment method, cancellation policy, refund terms, and liability limits. The one document clients sign before they start.
Bookkeepers, personal trainers, cleaners, tutors — engagement terms and cancellation policies that protect your time and revenue. Free.
Free. No registration. No card. No catch.
The jobs to be done
The client situations that drain revenue without a paper trail. Each one has a clause that fixes it.
What's included, what's not. Hours, sessions, deliverables, frequency. The service agreement that ends "I thought that was included" forever.
Late cancellations cost you money. Cancellation clause with 24-hour or 48-hour notice requirement and late-cancel fee. Signed before the first session.
Refund policy written into the engagement terms. What's refundable, when, and how. Prevents chargebacks and confusion.
Package prepayment, session deposit, or monthly billing. Engagement terms that make payment automatic, not a chasing exercise.
Liability waiver for physical services. Limitation-of-liability clause for professional services. The clauses that matter when a client complains.
The service-provider stack
Generate once. Adjust the rate and services. Send to every new client.
Every client
Services included, session frequency, rate, payment method, cancellation policy, refund terms, and liability limits. The one document clients sign before they start.
Physical services
For trainers, massage therapists, yoga instructors. Client acknowledges physical risks and waives certain claims against you.
Package sales
Prepaid session packages or monthly retainers. Expiry, rollover, cancellation, and refund terms built in.
Sensitive info
For bookkeepers, coaches, and advisors who see financial or personal information. Confidentiality built into the engagement agreement.
Before / after
Client cancels a training session two hours before. You lose $120. No policy in writing. Client disputes a charge because the session "didn't meet expectations." You refund it. There's nothing you can do.
New client fills out an intake form. You generate the engagement agreement: services, rate, 48-hour cancellation policy, non-refundable session terms, and liability waiver. They sign before the first session. Policy disputes disappear.
Common deal types
Per-session
Engagement agreement with per-session rate, cancellation policy, and refund terms. Simple and repeatable.
Prepaid package
Package agreement with total sessions, expiry date, rollover policy, and refund terms for unused sessions.
Monthly retainer
Monthly fee, services included, cancellation notice, and refund policy for the billing cycle.
Project-based
Bookkeeping clean-up, event training, one-off consultation. Fixed scope, fixed price, defined deliverable.
Group service
Engagement agreement for group participants: registration terms, cancellation policy, liability waiver, and no-refund clause after the event.
The service-provider risk map
Client cancels the morning of. You lose the slot revenue. Fix: 24/48-hour cancellation policy with fee in the engagement agreement.
Client disputes a charge with their bank. Fix: written refund policy signed by the client at engagement start.
Client claims injury during a physical service session. Fix: liability waiver plus professional insurance.
"Can you just also do X?" without additional payment. Fix: clear services-included list and change clause for anything outside it.
Client's financial or personal information disclosed. Fix: confidentiality clause in the engagement agreement for any service involving sensitive data.
Your flow with BizDraft
Physical service, professional advisory, or session-based? Choose the agreement template that fits.
Rate, frequency, cancellation window, refund policy, liability scope. Ten questions.
Check the cancellation clause and refund terms. Add the liability waiver if applicable.
E-signature before the first appointment. Signed = protected.
Free. Tailored. Yours to keep.
Draft your agreement