March 8, 2023

5 Details To Include In Your Wedding Planner Contract for a Better Client Relationship

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Disclaimer: This post does not contain legal advice, and the counsel of a legal professional is highly recommended before putting content into action. By watching this video, you agree to the privacy policy and terms of service found via the Chancey Charm website.
I’ve been compiling a list of lessons I’ve learned the hard way over the last decade as a professional planner.  And getting my legal junk in order was at the top.  Our Facebook community has been all over this topic.  So, I’m here – I’ve stopped, just long enough to share this priceless piece of advice + my journey.
I’m embarrassed to admit that when I started my business, I made my own contracts.  (face palm). I was bootstrapping my new business with a few hundred dollars, + I was more interested in investing a new logo than being legally sound. I thought, “What could go wrong?

Well, it ALL went wrong. I left myself open to all sorts of liability and lacked any sort of clarity in my contracts. I also took ages to establish any sort of contracts with my team of planners as I grew the Chancey Charm brand. Contract employee relationships went south, clients wanted out of final payments, and that money I “saved” by writing my own contracts was out the window – along with my sanity.

Fast forward a few years, and I finally invested in a solid contract, protected my peace of mind, and I’ve never looked back.  The power of a solid contract that sets expectations with both clients and contractors ( or employees) is priceless, friends. It gives everyone involved complete clarity as you move forward in working together so that you all have the best experience possible. 


This is your chance to learn from my mistakes so you don’t repeat them. 


Inside This Episode:

  • 1:15 – The mistake I made with contracts
  • 3:00 – How to get contracts without hiring a lawyer
  • 4:50 – 5 things to include in your wedding planner contract
Lucky for me, I found Engaged Legal while looking for a solid wedding planner independent contractor contract via Pinterest.  She has been a rock for me and for my team – esp through the pandemic.  I can’t recommend her contracts + blog enough.  It’s been a blessing to us, and I hope she is an invaluable resource to you as well.  She also gave me a coupon code that I shared below.

Looking for a contract + payment processing platform? See the top 5 for planners here. 


  1. BUSINESS HOURS (This is where you set expectations for your availability. Most Fridays you’ll be unavailable as you prepare for a wedding, and this helps clients better understand that.)

EX: Monday – Thursday : 9am – 5pm

Friday – Sunday : By Appointment Only

We consider ourselves creatives, but we function as a professional business responding to emails in a timely manner during business hours. 

2. MEETINGS (This is where you set expectations for how to schedule a meeting and avoid those last minute requests to talk.)

EX: All meetings must be scheduled at least 72 hours in advance.

24 hour notice is required if you need to cancel a meeting.

3. WORKING WITH US (This is where you set expectations for how you will communicate.)

EX: Keeping track of all the details involved with your wedding can get tricky when communication is made via multiple channels.  We don’t want anything to fall through the cracks. That’s why our preferred method of communication is email + our online planning program.

4. GETTING STARTED (This is where you set expectations for how and when they will be on-boarded. )

EX: Within a week of signing your contract, your planner will have your wedding customized and ready to get started within our online planning program, Aisle Planner.  You will receive a personal email from Aisle Planner, inviting you to your wedding portal once it is ready. 

5. PAYMENTS (This is where you set expectations for how they will pay future payments to you.)

EX: A gentle payment reminder will be sent via our online contract program, Honeybook.  

Even if this information is available in other places– like your website– including it in your contracts clearly establishes expectations and ensures you are legally protected. It’s another way to provide clear communication and make sure your clients have an incredible experience as they work with you.

In addition, a strong contract protects your sanity and flexibility. When you set boundaries right off the bat, it’s much easier to keep a separation between your personal and professional life. As much as you love wedding planning, you deserve uninterrupted time with your family during your off hours. My goal is to help you build a business that provides the freedom and flexibility you’ve always dreamed of!

The bulk of this post addresses client/planner contracts, but I think it’s also extremely important to create legally sound contracts for your team if you plan on expanding your brand and taking other professionals under your name. Caroline at Engaged Legal provides contract templates for planners working with planners if this is a need you have!

Looking for a contract + payment processing platform? See the top 5 for planners here. 

Cheers, friends!


Founder, Creative Director of Chancey Charm


Do you want to learn how to launch your wedding planner business without endless google searches?

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Chancey Charm

Behind this blog is a team of experienced destination wedding planners. With over 350 published weddings and editorials under our brand and over 400 five star reviews collected, we’ve served 800+ happy couples since 2011. We’ve been named a top planner by Southern Living Magazine and featured on Martha Stewart. We’re an affiliate of Jet Set World Travel and love seeing our client’s destination dreams come true. This is our place to trusted planning advice with YOU, so you can plan without the stress.  We also have a heart for educating new planners through the academy, so you’ll be sure to see some of that content here as well.  Cheers!

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