Scope of Services
Define topics, grade level focus, mode (in-person/remote), session length, and measurable learning goals.
Using a written agreement clarifies expectations, protects both parties, and provides a record for payments, tax reporting, and disputes. It also helps meet privacy requirements when student records or educational data are involved.
Use the document when services are recurring, when payments exceed a one-off session, or when sensitive educational records or billing information will be exchanged.
Define topics, grade level focus, mode (in-person/remote), session length, and measurable learning goals.
State fees, billing frequency, accepted payment methods, late fees, deposits, and refund policy.
Specify booking process, notice required to reschedule, cancellation fees, and make-up session rules.
Commit to protect student records; add FERPA or HIPAA language when education/health information is exchanged.
Set reasonable liability caps and disclaimers about outcomes and guarantees of academic improvement.
Describe termination for convenience or cause, notice periods, and governing law for disputes.
| Field | Configuration |
|---|---|
| Authentication Level | Email link with optional SMS code for parent signers |
| Signature Fields | Require signature and date fields for each signer |
| Reminders | Enable automated reminders for unsigned documents |
| Conditional Fields | Use conditional fields for optional packages or add-ons |
Ensure the chosen platform meets privacy and evidence requirements (audit trail, tamper-evident storage) for potential disputes.
Date services begin (MM/DD/YYYY)
Due on invoice or within X days of billing
Minimum notice to reschedule (e.g., 24–48 hours)
Required notice for terminating recurring sessions
Auto-renewal conditions and notice for non-renewal
Prepare and review terms with all parties before signature.
Obtain signed agreement and record signer identity and timestamp.
Distribute final copies and confirm receipt with parties.
Store signed copy in a secure system for retention period compliance.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A parent contracts a private tutor for weekly 60-minute sessions
A company sells a 10-session math package to a student