Dubsado Specialist and Tech Virtual Assistant specialising in Dubsado setups, email marketing automation and Canva Designs. Also providing Virtual Assistant Services. Based in Portsmouth and helping business owner all over the UK.
Terms & Conditions
CONFIDENTIALITY & RIGHTS
1. Creative Edge VA Ltd shall keep any work undertaken confidential and not use it for personal gain or promotion without the written consent of the Client.
2. The business affairs of the Client shall not be discussed or disclosed to any third parties,
3. The Client will be the legal owner and will hold the intellectual copyright of all work undertaken by Creative Edge VA Ltd.
4. All images supplied by the Client remain their responsibility, with regard to obtaining rights for use.
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PAYMENTS & BILLING
1. Initial 30-minute consultation (Discovery Call) by Creative Edge VA Ltd is complimentary.
2. Final proofreading and checking of all work supplied is the responsibility of the Client.
3. The Client understands Creative Edge VA Ltd estimated time and cost for completing the work is an informal calculation and that any adjustments to the amount of work, schedule, and/or the number of hours and fees are subject to review and renegotiation with the Client when necessary.
4. Any errors must be reported within two (2) days of receipt of completed work. Errors generated by Creative Edge VA Ltd will be rectified free of charge, but amendments or alternations requested by the client thereafter will be charged at the standard hourly rate.
5. If, however, on receipt of the item to be worked on or during the early stages, it becomes apparent that significantly more work is required than had been anticipated in the preliminary consultation, Creative Edge VA Ltd may renegotiate the fee and /or the deadline.
6. Similarly, if the Client requests additional tasks during the term of the work, Creative Edge VA Ltd may renegotiate the fee and/or the deadline.
7. Should ongoing project work be suspended or delayed through any fault of the client, Creative Edge VA Ltd shall be entitled to immediate payment of work already carried out and any expenses incurred.
8. An agreement, in writing or by email, of a set number of hours per week or month, may not be carried over to subsequent periods by the client, without prior written agreement from both parties. All retainer monthly package hours are to be used within 30 days of payment unless it has been agreed upon in advance.
9. Retainer monthly packages are to be paid in advance, and thereafter, will be invoiced each month on the 25th of each month with payment to be made no later than the 1st of each month. These packages are designed to provide regular monthly support and you must provide 30 days’ notice to quit. If any extra hours are required from the 25th of the month through to the end of the month, if you happen to go over your allocated hours then these will be charged on the following month’s invoice.
10. For all hourly-rated monthly packages, a time report will be sent out at the end of each month plus on request at any point during the month.
11. If the project is based on an hourly rate, then a minimum invoice amount is for one hour and thereafter the hourly rate is billed in increments of 15 minutes, with time rounded up to the nearest 15 minutes.
12. Clients will be invoiced on the completion of individual assignments or on an ongoing monthly basis for larger assignments. Unless the service is a paid-in-advance package.
13. New Clients will be invoiced in advance of the commencement of any work undertaken, subsequent work will be invoiced at the end of each calendar month. Packages will be invoiced in advance of work; monthly packages will be invoiced each month in advance.
14. Payment is to be made within seven (7) days of assignment completion unless otherwise agreed by both parties in writing. Billable time (which includes meetings, calls outside of contracted hours, the writing and/or reading of correspondence via email or mail), reimbursable expenses, and any other fees relating to the work will be included in the final invoice.
15. If the client requests to pay via debit/credit card, please request this before an invoice is raised, and be aware a fee of 3.5% will be added to your invoice to cover the costs occurred by this method of payment.
16. All postage, printing and other stationery expenses bought on behalf of the client’s business will be added to the invoice for reimbursement.
17. A time report will be provided with the invoice unless the client requests otherwise.
18. Payment is to be made by bank transfer; payment details will be detailed on the invoice.
19. Once an invoice becomes overdue, no further work will be undertaken.
20. Unpaid invoices will incur interest, as per government guidelines.
21. Under the terms of the UK GDPR, the Client and Creative Edge VA Ltd may keep on record such information (e.g. contact details) as is necessary. Either party may view the other’s records to ensure that they are relevant, correct, and up to date.
22. The Client or Creative Edge VA Ltd has at any time the right to terminate the contract if they feel there has been a serious breach of the terms and conditions.
23. All rates will be reviewed each April.
CANVA DESIGNS
1. All Canva Designs will be sent to the client in view only with a watermark until the final design has been approved, then you will receive the design as a template.
2. Once you receive your completed design, it is important to ensure you 'make a copy' to save the final edit to your Canva account. Once the design is saved to your own Canva account, Creative Edge VA Ltd will lose access to the design.
DUDSADO
1. Payments are to be made in advance of the planning call.
2. Payment Plans: half of the total cost is to be paid in advance of the planning call, and the second and final payment is to be made before Stage 3 - canned email input.
3. The client is required to provide all the content for the canned emails via email before Stage 3 can commence.
4. The client is required to provide all the content for the forms / Questionnaires / Proposal / Welcome Pack / all the payment plans. If this is not received when requested by Creative Edge VA Ltd, the project will be delayed, and fines could occur.
5. If you delay the work by more than a month by not providing the information Creative Edge VA Ltd needs to carry out the work, then this may incur extra costs due to having to rebook the work into my schedule, and it will delay your project.
See below:
5b. If the client delays completing the Information Gathering Questionnaire, or by not booking the planning call, or by rescheduling the planning call, or not returning the required content within 5 weeks from the time it was requested, then a fee of £250.00 will be charged. This payment will cover the loss of earnings incurred by Creative Edge VA Ltd having to reschedule the work.
5c. If the client delays for all reasons detailed above by more than 8 weeks from the initial payment, then Creative Edge VA Ltd will cancel the project with NO REFUND given.
6. Testing will take place once the workflow is set up. If the client wishes to make amendments after the testing has taken place, amendments will only take place on the workflow agreed upon in the planning call. Any amendments outside of the agreed workflow will be charged at the Ad-hoc rate or an agreed package price.
7. Branding Package - these are Canva templates; you will require a Canva account to access them. If you choose to have Canva Pro elements in your branding, then you will require a Pro account to download them.
8. 20-day Free Support - the support is for all the work Creative Edge VA Ltd worked on during the set-up, the support will be provided via email, Voxer, and Loom video help only.
9. The client will be required to follow video instructions to link their calendar and Stripe/PayPal to Dubsado.
10. Full Set up and workflow time scale will be approximate due to many reasons, i.e. when Creative Edge VA Ltd receives the content for the canned emails, forms, etc, problems that can arise in the testing process. Once the process is underway then the client will receive a date when the content needs to be provided by, this can be discussed during the planning call, and then you will receive a date when I will carry out the work to add all the content into Dubsado then once that is completed the client will receive the time scale for the workflow build.
DUDSADO WORKFLOW PACKAGE
1. The workflow package consists of one workflow (unless you have purchased more than one package).
2. The package will consist of a planning/mapping call where Creative Edge VA Ltd and the Client will discuss the process so Creative Edge VA Ltd can create a plan and provide the client with a list of all the forms and canned emails they will require.
3. PLEASE NOTE: the workflow package DOES NOT include any form building or typing up canned emails. If the client wishes to have their forms built and their canned emails typed up, then they will need to select an extra package.
4. Creative Edge VA Ltd will test the workflow to ensure it is working as it should. Whilst testing, Creative Edge VA Ltd will screen record the workflow working so the client has a guide on how to use their new workflow. A workbook will be provided to the client once the workflow is fully tested.
5. During testing and the 20-day support period, Creative Edge VA Ltd will only make amendments if the workflow has an issue with the functionality or the links are not working correctly, not due to the client changing their mind on the process.
6. A chart will be provided of the workflow process agreed upon during the planning/ mapping call, where you will find a list of the canned emails and forms you will require for Creative Edge VA Ltd to build the workflow. These need to be added to the client's Dubsado account prior to the workflow being built.
7. Timescale: please see point 10 above.
8. Please note: if the forms or canned emails have not been set up by yourself, Creative Edge VA Ltd will be unable to build the workflow. (please see 5a, 5b, and 5c regarding fees due to delaying the project).