Terms and Conditions

Please keep in mind that as services are provided, some personal information may be required. This may include calendar access, birthdays, travel numbers, or credit card information.

1. Membership Info

a. 2 clients per membership; one primary and one secondary.

b. All requests for services must come from the 2 assigned clients. No “extended” persons will be allowed to request services on the clients behalf.

2. Deposits

a. All service options will have a $500 deposit at sign-up.

b. Deposit is fully refundable with 60-day notice of cancellation.

c. Deposit is 50% Refundable with 30-day notice of cancellation.

d. Deposit is nonrefundable with <30-day/no notice of cancellation.

3. Travel

a. > 3-day travel requires 1-week minimum notice.

b. 1 to 3-day travel requires 48-hour minimum notice.

c. Emergency Travel (< 48-hour notice) will be billed at 1.5x hourly rate plus cost of travel and expenses.

4. Hours

a. Max of 10 unused hours will be rolled over monthly under the 40-hour membership options.

b. Max of 20 unused hours will be rolled over monthly under the 80-hour membership options.

c. All hours logged over allotted membership maximum will be billed at 1.5x hourly rate.

5. Payment Terms – Terms and form of payment are set up during sign-up to establish any additional fees. All accounts will sign an ACH authorization form as a backup payment method.

a. 3% for ACH/Debit/Credit Card Payments.

b. No Fee for Check or Cash Payments.

c. 5% Late Payment Fee (applied on the 5th business day of each billing month).

By utilizing one of our service options, we are dedicated to keeping you informed of our time and your money.

With every invoice sent out you can expect to see the following items included:

1. Subscription Holders

a. Membership Fee

b. Total Hours Worked (for previous month)

c. OT Hours (is applicable)

d. List of Expenses (with receipts attached)

e. Travel Costs (if applicable)

f. Notification of Black Out Dates

2. Retainer Holders

a. Membership Fee (for the upcoming month)

b. Roll over hours (if applicable)

c. OT Hours of Previous Month (if applicable)

d. List of Expenses (with receipts attached)

e. Travel Costs (if applicable)

f. Notification of Black Out Dates