Terms & Conditions + Client Agreement

Effective Date: February 1, 2026

This Terms & Conditions + Client Agreement (“Agreement”) is entered into by and between Kari Hagensmith (“Service Provider”) and the client identified in the applicable proposal, invoice, checkout page, statement of work, or service order (“Client”).

Hello You’re Booked is a business name and brand used by Service Provider in connection with certain services. Where applicable, references to “Hello You’re Booked” in this Agreement mean Kari Hagensmith, sole proprietor, operating under that brand name.

By booking a consultation, signing a proposal, approving a scope of work, submitting payment, or otherwise engaging Service Provider’s services, Client agrees to be bound by this Agreement.

1. Services and Scope of Work

Service Provider offers consulting, digital branding, websites, automation, AI-powered business solutions, coaching, and related services (“Services”).

The specific Services to be provided will be described in the applicable proposal, invoice, statement of work, project brief, checkout page, or other written service

document issued by Service Provider.

Only the services expressly identified in the applicable service document are included in scope. Any work requested outside the agreed scope, including but not limited to additional revisions, additional design rounds, added pages, added automations, added integrations, added strategy sessions, copy changes beyond the agreed scope, or post-delivery support, may require a separate agreement, written approval, or additional fees.

Project timelines depend on Client’s timely communication, feedback, approvals, access, content, and required materials.

2. Coaching and Consulting Structure

If Client enrolls in coaching or consulting services, Client agrees to participate in scheduled sessions, complete agreed implementation items, and communicate professionally throughout the engagement.

Client understands that coaching and consulting services are collaborative and that outcomes depend in part on Client’s own decisions, actions, timing, and follow-through.

Missed, skipped, or discontinued sessions may affect the pace or effectiveness of the engagement and do not create any right to a refund, credit, or extension unless expressly approved in writing by Service Provider.

3. Fees and Payment Terms

Client agrees to pay all fees stated in the applicable proposal, invoice, checkout page, or other service document.

Unless otherwise stated in writing:

• Any required deposit is due in advance to reserve the project or engagement.

• Deposits are non-refundable.

• Remaining balances are due according to the payment schedule stated in the applicable service document.

• If a payment plan is offered, Client must make all payments on time.

• Service Provider may pause work, withhold delivery, suspend access, or delay scheduling if any payment is late.

Final deliverables, transfer files, launch credentials, handoff materials, access links, and similar items may be withheld until all outstanding balances are paid in full.

Client is responsible for any third-party fees, subscriptions, software charges, platform charges, domain fees, hosting fees, ad spend, telephony fees, AI usage fees, or other external costs unless expressly stated otherwise in writing.

4. No Refund Policy

Because the Services are customized, strategic, and time-based, all sales are final.

All deposits and payments made to Service Provider are non-refundable unless otherwise stated in writing.

Once work has begun, time has been reserved, strategy has been delivered, or access has been provided, Client is not entitled to a refund, partial refund, or credit based on change of mind, delayed implementation, early withdrawal, business circumstances, dissatisfaction with subjective preferences, or failure to use the Services.

Nothing in this section limits any non-waivable rights Client may have under applicable law.

5. Client Responsibilities

Client agrees to:

• provide accurate and complete information;

• respond in a timely manner to requests for feedback, approvals, access, and materials;

• review deliverables promptly;

• maintain respectful and professional communication; and

• make timely decisions necessary to move the project or engagement forward.

Client is responsible for the accuracy, legality, ownership, and appropriateness of all content, claims, branding materials, media, customer data, lists, credentials, and assets supplied to Service Provider.

Service Provider is not responsible for delays, errors, or additional costs caused by incomplete information, inaccurate materials, delayed approvals, unavailable access, or Client inaction.

6. Intellectual Property and Limited License

Unless otherwise stated in writing, all pre-existing materials, proprietary methods, frameworks, templates, prompt structures, internal processes, training materials, workflows, systems, concepts, and tools used or developed by Service Provider remain the sole property of Service Provider.

Upon full payment of all amounts due, Client receives a limited, non-exclusive, non-transferable license to use the final approved deliverables created specifically for Client’s internal business purposes.

Client may not, without prior written permission from Service Provider:

• copy, reproduce, sell, sublicense, republish, distribute, or teach Service Provider’s proprietary materials;

• use Service Provider’s frameworks, templates, prompts, or systems for resale, licensing, white-label resale, or training others;

• remove authorship, ownership, or proprietary notices where applicable; or

• claim Service Provider’s proprietary systems, structures, or materials as Client’s own.

No ownership rights transfer to Client until all fees are paid in full.

7. Third-Party Platforms, AI Tools, and Technology

Client understands that some Services may involve third-party tools, software, hosting providers, phone systems, AI platforms, CRM systems, website platforms, ad platforms, automations, and integrations not owned or controlled by Service Provider.

Service Provider is not responsible for outages, API changes, feature removals, price increases, platform account restrictions, third-party terms, third-party downtime, or third-party security incidents.

Client is responsible for maintaining its own third-party subscriptions, account standing, approvals, user permissions, and compliance with third-party platform terms unless expressly stated otherwise in writing.

Client acknowledges that AI-generated outputs, automations, transcriptions, summaries, voice outputs, and workflow behavior may contain errors, variations, or unexpected results and should be reviewed by Client before business use.

8. Compliance and Legal Responsibility

Client is solely responsible for ensuring that Client’s business operations, offers, websites, funnels, scripts, automations, AI voice experiences, SMS messages, email communications, booking flows, customer notices, privacy practices, disclosures, and data collection practices comply with all applicable federal, state, and local laws, regulations, and platform requirements.

Service Provider does not provide legal, tax, accounting, medical, mental health, or regulated professional advice.

Client is solely responsible for obtaining any legally required permissions, notices, disclosures, opt-ins, opt-outs, recording consents, privacy disclosures, and compliance approvals related to Client’s use of the Services.

Client should consult qualified legal counsel regarding website terms, privacy policies, disclaimers, call recording notices, SMS compliance, email compliance, industry-specific rules, consumer protection laws, and data handling obligations before launch or use.

9. Confidentiality

Each party agrees to treat as confidential all non-public business, financial, operational, technical, and proprietary information received from the other party in connection with the Services.

Neither party shall disclose such confidential information to third parties except:

• as reasonably necessary to perform the Services;

• with the other party’s consent;

• to professional advisors under a duty of confidentiality; or

• as required by law, subpoena, court order, or regulatory process.

Confidential information does not include information that is publicly available through no wrongful act, was already lawfully known, or is independently developed without use of the other party’s confidential information.

10. Portfolio Rights and Marketing Use

Unless Client and Service Provider agree otherwise in writing, Service Provider may display non-confidential, public-facing work created for Client, including websites, branding elements, funnels, screenshots, general project descriptions, and approved testimonials, for portfolio, marketing, educational, or promotional purposes.

Service Provider will not knowingly disclose Client’s confidential business information, private analytics, private customer data, passwords, unpublished strategy, or non-public financial information in connection with such use.

If Client requires full confidentiality or a no-showcase arrangement, that request must be agreed to in writing before or during the engagement.

11. Revisions, Approvals, and Delivery

Client is responsible for reviewing all drafts, pages, scripts, automations, workflows, prompts, copy, and deliverables before approval, launch, publication, or use.

Once Client approves a deliverable or instructs Service Provider to publish, launch, or implement it, further changes may be treated as additional work and billed separately.

Service Provider is not responsible for errors, legal exposure, platform issues, or performance issues arising from Client-approved content, claims, or instructions.

12. Cancellations and Rescheduling

For coaching or consulting sessions, Client must provide at least 24 hours’ notice to reschedule.

Missed sessions, no-shows, or cancellations with less than 24 hours’ notice may be forfeited and are not guaranteed to be rescheduled.

For project-based services, Client may cancel in writing, but Client remains responsible for payment for all work performed, time reserved, strategy delivered, and expenses incurred through the effective date of cancellation. Any deposit remains non-refundable.

Service Provider may, in its discretion, accommodate emergency rescheduling requests on a case-by-case basis.

13. Suspension or Termination of Services

Service Provider may suspend or terminate Services, in whole or in part, upon written notice if:

• Client fails to make timely payment;

• Client becomes unresponsive for more than 14 calendar days and such unresponsiveness materially affects the project;

• Client fails to provide required materials, access, approvals, or decisions;

• Client engages in abusive, threatening, unlawful, or materially disruptive conduct; or

• continuing the engagement would require Service Provider to engage in unlawful, unethical, or professionally inappropriate conduct.

If Services are suspended or terminated due to Client’s actions or inactions, Client remains responsible for all fees earned or incurred up to the date of suspension or termination, and no refund will be owed.

Client may terminate an ongoing engagement in writing, but all earned fees, non-refundable deposits, and unpaid amounts for work already performed remain due.

14. No Guarantee of Results

Service Provider will deliver the Services with reasonable care and professionalism. However, Client understands and agrees that Service Provider does not guarantee any specific business result, revenue result, lead volume, conversion rate, booking rate, audience growth, performance metric, or financial outcome.

Any examples, projections, strategy discussions, case references, testimonials, or illustrative scenarios are provided for informational purposes only and are not guarantees.

Results depend on many factors outside Service Provider’s control, including Client’s industry, market conditions, pricing, offer strength, internal team performance, follow-up, sales process, traffic quality, budget, compliance practices, and implementation.

15. Disclaimers

The Services are provided for business, educational, strategic, branding, marketing, and professional development purposes only.

Service Provider does not warrant that any website, automation, AI workflow, voice assistant, script, integration, or deliverable will be uninterrupted, error-free, legally sufficient for Client’s specific use, or suitable for every business scenario.

To the fullest extent permitted by law, all implied warranties not required by law are disclaimed, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

16. Limitation of Liability

To the fullest extent permitted by law, Service Provider shall not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, including lost profits, lost data, lost business opportunities, business interruption, or reputational harm, arising out of or related to the Services.

To the fullest extent permitted by law, Service Provider’s total cumulative liability arising out of or related to the Services or this Agreement shall not exceed the total amount actually paid by Client to Service Provider for the specific Services giving rise to the claim.

17. Indemnification

Client agrees to defend, indemnify, and hold harmless Service Provider from and against third-party claims, liabilities, damages, judgments, settlements, penalties, costs, and reasonable attorneys’ fees arising out of or related to:

• Client’s business operations;

• Client-supplied content, claims, data, or materials;

• Client’s products or services;

• Client’s misuse of any deliverable;

• Client’s failure to comply with applicable laws, regulations, notices, disclosures, or platform rules; or

• Client’s use of the Services after approval, launch, or implementation.

18. Independent Contractor Relationship

Service Provider is an independent contractor and not an employee, partner, joint venturer, fiduciary, or agent of Client.

Nothing in this Agreement creates any partnership, franchise, agency, or employment relationship between the parties.

19. Governing Law and Venue

This Agreement shall be governed by and construed in accordance with the laws of the State of California, without regard to conflict of law principles.

Any dispute arising out of or relating to this Agreement shall be brought in the state or federal courts located in California, unless the parties agree otherwise in writing.

20. Electronic Signatures and Acceptance

This Agreement may be accepted electronically, including by electronic signature, checkbox acceptance where properly presented, written approval, payment, or other electronic confirmation tied to the applicable service document.

The parties agree that such acceptance is intended to have the same force and effect as an original handwritten signature.

21. Entire Agreement

This Agreement, together with the applicable proposal, invoice, statement of work, checkout page, or written service document, constitutes the entire agreement between the parties regarding the Services and supersedes all prior discussions or understandings relating to those Services.

If there is a conflict between this Agreement and a signed proposal or statement of work, the signed proposal or statement of work controls for the specific Services described there.

22. Severability

If any provision of this Agreement is held invalid, illegal, or unenforceable, the remaining provisions shall remain in full force and effect to the fullest extent permitted by law.

23. Waiver

Failure by either party to enforce any provision of this Agreement shall not operate as a waiver of that provision or any other provision.

Client acknowledges that Client has read, understood, and agreed to this Terms & Conditions + Client Agreement.

Service Provider:

Kari Hagensmith

Sole Proprietor

Operating as Hello You’re Booked, where applicable