Every new client should know how you work before the first appointment: how billing works, what happens if they cancel, and what you need from them. This Client Agreement Form Template puts your standard client terms in one place and has each new client confirm their services, add their details, and sign.
It suits service businesses with ongoing or repeat clients, like cleaning companies, bookkeepers, pet sitters, tutors, salons, and website maintenance providers. Use it as a client service agreement, a new client agreement, a client onboarding agreement, or a terms of service agreement for your clients.
What Goes Into the Client Agreement Form Template?
Customize it with your own services and terms. Here’s what’s included to get you started:
- Services: The client picks the services they’re signing up for, chooses a preferred start date, and adds any notes, like access details or preferences. Edit the service list to match what you offer.
- Your Details: Name, business name, email, phone, and the address where you’ll provide the service.
- Client Terms: Your terms appear in a text block with bracketed placeholders for scheduling, fees and billing, cancellations, late payments, and how either side can end the agreement. The client confirms they’ve read them with a required checkbox.
- Signature and Date: The client signs online and adds the date, so you have a record of who agreed and when.
You’ll get an email for every new client agreement, and the client can get a copy for their records. Add the PDF addon if you want each signed agreement saved as a PDF. Rules for service terms vary by location, so have yours reviewed for your area before you publish the form.
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