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The Client Policies & Terms Pack

$27.00

Write down every client policy your wedding business needs, in plain English. Fill-in pages for deposits, payments, postponements, cancellations, communication, privacy and complaints, plus a checklist to take to your own lawyer.

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Description

Most awkward client moments are not really about the client. They happen because a policy lived in your head instead of on paper. A couple messages at eleven at night and expects a reply. A deposit question turns into a debate. A postponement call arrives and you are not sure what you said last time. Without written policies, every one of those conversations starts from scratch.

This pack walks you through each policy a wedding professional needs, one decision at a time, so you can turn your answers into a clear, friendly document couples read before they sign.

Inside you will find:

  • A guide to how policies, contracts and legal advice fit together
  • Fill-in pages for your booking and deposit policy
  • A payment schedule table and payment terms worksheet
  • Postponement and cancellation decision pages
  • A meetings-included table and a communication hours and response times table
  • Supplier recommendation, photo and social media usage, and privacy and data handling worksheets
  • A five-step complaints process
  • Word-for-word scripts for sharing your policies with couples
  • A checklist of questions to take to your own lawyer, a launch checklist and a policy review log

It is written for planners, coordinators, stylists and other wedding suppliers, whether you are setting up a new business or tidying up years of informal rules. Nothing in it is legal wording. It is a thinking tool that gets you organised before you see your own lawyer, which usually makes that meeting shorter and more useful.

Once you have worked through it, you will have one tidy set of policies that match how you really work. Couples know what to expect from the first email, your team answers questions the same way you would, and you can be warm and firm at the same time without second-guessing yourself.

What’s inside

  • Booking and deposit policy worksheet
  • Payment schedule and payment terms
  • Postponement and cancellation pages
  • Communication hours and meetings tables
  • Supplier, photo usage and privacy policies
  • Five-step complaints process
  • Scripts for sharing your policies
  • Checklist to take to your lawyer