Client Appointment Packet

Client Appointment Packet

Client Name:   Service Provider Name:   Effective Date:

WHEREAS

WHEREAS, Service Provider is engaged in the business of providing professional services and appointments within its stated practice, and holds requisite skills, personnel and resources to perform the services described in this packet;

WHEREAS, Client wishes to engage Service Provider to perform the services described herein and to schedule appointments based on the terms and conditions set forth in this Client Appointment Packet;

WHEREAS, the parties desire to set forth the terms governing the appointment, payment, confidentiality, and termination in a single integrated agreement.

Client & Contact Information

Appointment Details

Appointment Date:   Time:   Duration:

Scope of Work

Service Provider will perform the services set forth below during scheduled appointments and as reasonably necessary to accomplish the stated objectives. Services shall be performed in a professional manner consistent with good industry practice.

Payment Terms

Client shall pay Service Provider the fees set forth below in consideration for the services performed. All fees are due as described in this section. Client is responsible for all applicable taxes and reasonable expenses unless otherwise agreed in writing.

Late payments shall accrue a late fee at the rate indicated below and interest on any unpaid balance at the lesser of the maximum rate permitted by law or the rate set forth below. Client shall also be responsible for reasonable costs of collection, including attorney fees.

Term and Termination

This agreement commences on the Start Date and continues until the End Date or until earlier terminated in accordance with this section.

Either party may terminate for material breach if the breaching party fails to cure within the notice period specified above following written notice. Termination shall not relieve Client of the obligation to pay for services rendered and expenses incurred prior to termination.

Confidentiality

Each party acknowledges that in the course of performance it may receive Confidential Information from the other party. "Confidential Information" means non-public information disclosed in any form that is designated as confidential or that a reasonable person would understand to be confidential given the nature of the information. Each party agrees not to disclose or use Confidential Information except as necessary to perform its obligations under this Packet.

Exceptions: Confidential Information does not include information that is (a) publicly known through no breach of this Agreement, (b) rightfully received from a third party without restriction, or (c) independently developed without use of the other party's Confidential Information. A receiving party may disclose Confidential Information to comply with applicable law provided it gives prompt notice to the disclosing party where lawfully permitted.

Cancellation Policy

Client must provide the notice set forth below to avoid a cancellation fee. Service Provider may charge a cancellation fee equal to the amount specified where notice is not timely provided.

Liability; Indemnification

Except for liability arising from gross negligence or willful misconduct, Service Provider's liability for any claim arising out of or relating to this Packet shall be limited to direct damages not to exceed the total fees paid by Client under this Packet during the six (6) month period prior to the event giving rise to the claim. Neither party shall be liable for consequential, incidental, special, or punitive damages.

Client shall indemnify, defend and hold harmless Service Provider from and against any third-party claims arising from Client's breach of this Packet or Client's negligence, except to the extent caused by Service Provider's gross negligence or willful misconduct.

Governing Law; Dispute Resolution

This Packet shall be governed by and construed in accordance with the laws applicable to the principal place of business of the Service Provider, without regard to conflict of law principles. The parties shall attempt to resolve disputes through good faith negotiation, and may pursue any available remedies in a court of competent jurisdiction if negotiation fails.

Entire Agreement

This Client Appointment Packet, including any attached schedules and acknowledgments executed by the parties, constitutes the entire agreement between the parties with respect to its subject matter and supersedes all prior and contemporaneous agreements, understandings, negotiations and discussions, whether oral or written. Any amendment or modification must be in writing and signed by both parties.

Acknowledgments & Consents

By signing below, Client acknowledges receipt of this Client Appointment Packet, agrees to the terms set forth herein, consents to the appointment(s) described, and authorizes Service Provider to perform the services. Client confirms that the information provided is true and complete to the best of Client's knowledge.

I consent to receive appointment reminders and communications by telephone, text message, and email at the contact details provided above.

Miscellaneous

If any provision of this Packet is determined to be invalid or unenforceable, the remaining provisions shall remain in full force and effect. The failure of either party to enforce any provision shall not be construed as a waiver of that provision.

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