How to Become a Virtual Assistant-Booking Terms

Virtual Assistant Booking Form and Sample Wording

Having had many requests for information regarding booking forms etc, I have put the following together. I hope that you find it useful but have to remind you that you need to 'fly' it past a 'Legal Eagle' before you use wording such as this in your business documentation.

I have a complete Booking Form which I use for each large project and each new client. I also ask for a deposit from new clients and for new large projects. I find the clients have no objection to this and if they are new clients and do have a problem, then perhaps it is better to know before the work starts than after the work has been completed. For urgent jobs, payment via PayPal can ensure that the money is transferred immediately.

When you become a Virtual Assistant you become a legal business and you must act and run your business with this in mind.

The wording in my Portfolio is as follows as I do not create a full booking form until the project is agreed.
A booking form or proposal will be produced for each order and must be agreed and signed by the client before work can begin. Each and every amendment will be agreed with the client and added to the booking form as an addendum.
The booking form will detail the terms and conditions of payment.

All work originating from the client will be returned to the client. All work produced by Iceni-it will be retained on our system for 60 days or as agreed.

Final proofreading is the responsibility of the client. Time scales for correcting work are detailed in the booking form.

Any extra work will be charged at the agreed hourly rate.

Any extra charges such as postage, telephone calls, non-standard materials etc will be charged at cost.

Three layers of incoming e-mail Virus protection are currently employed by our company but we will not open any attachments that we are not expecting. All out-going mails are virus checked and this is detailed within the e-mail. The scanning of all materials received from us is the responsibility of the client.
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I hope the above is helpful. I also hope that the weather in your part of the world is better than ours. It is cold and wet in this normally hot part of France - far worse than the UK - never mind, when the sun shines and the temperature rises up to the high 30's we will be moaning that it is too hot - are we ever happy :).

Di Chapman - the Award Winning Virtual Assistant