Create Your Contract / Legal Terms

We can't stress enough how important it is to have these systems in place before you start bringing on clients. The Catch-22 with your contract is that you hope you never have to use it, but it's essential to have a legal document in place should that situation arise.

The terms in your contract are also a great way to communicate your boundaries with your client so that they're totally in the know when committing to purchase your services and offerings.

When creating Legal Terms, you can either:

a) Work directly with a business lawyer and have them draw up custom terms for you

b) Write your own Privacy Policy and Terms & Conditions. (We recommend looking online for samples!)

c) Take advantage of our go-to resource for Legal Documents - Dotted Lines Co!

Feel free to use code: ASHLEY for 15% off

IMPORTANT: Once your contracts are in place, you have to figure out where and how people are going to actually sign them. Gone are the days of printing contracts & faxing over the signed copy.

It's important to have a system in place so people can easily sign your contracts - digitally!

Our in-house favourite is, you guessed it, Dubsado! as it becomes an automated part of our Onboarding Process, but we have digitally signed contracts in the past via HelloSign and AdobeSign, which seem to be great options as well!

Assignment: Draft Your Legal Terms & Consider eSigning Software

As you prepare to welcome clients into your wellness business, it is crucial to establish clear and legally sound contracts. These documents not only protect you and your business but also clearly communicate your terms and boundaries to clients, ensuring everyone is aligned from the start.

1. Create Your Legal Terms

2. Consider Implementing eSign Software

This piece is absolutely not necessary if you're hoping to keep costs low or eliminate the use of too many platforms. It is necessary to consider how you are going to get your Legal Terms signed by your prospective clients in a smooth and seamless way.

Having robust legal terms in place is not just about compliance; it’s about clarity, professionalism, and peace of mind. With the right contracts and a streamlined digital signing process, you can focus more on delivering exceptional services to your clients, confident in the knowledge that your business is legally protected. Start this assignment today to build a strong legal foundation for your wellness business.