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Free template · planners & coordinators

Event planner contract template

An event planning agreement you can fill in online for full planning, partial planning or day-of coordination: what’s included, fees and payment schedule, vendor responsibilities, changes, cancellations and liability. Save it as a PDF or download it for Word.

Template for general information, not legal advice — have a lawyer in your state/country review it. Laws on deposits, cancellations and consumer rights differ between US states and between countries. Use this as a starting point, not a finished contract.
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Names, prices and dates are made-up examples. Leave a field empty to print a blank line to fill in by hand.

Where you work
Usually the state where you are based, e.g. “the State of Texas”.

1 · The parties

2 · The event & scope

Scope
Choosing a scope above replaces this list with an example.

3 · Fee, deposit & cancellation

Deposit $1,050Balance $2,450Due by __________
Cancellation charges

4 · Clauses

Switch clauses on or off. Required ones stay in every version.

Anything specific to this booking. Shown as its own clause.
Event Planning Services Agreement
Template for general information, not legal advice — have a lawyer in your state/country review it before you use it.

This agreement is between the planner and the client named below, for the planning and coordination services described.

Planner
Your Business Name
hello@yourbusiness.com · (555) 010-0100
yourbusiness.com
Client
Jordan Taylor
jordan@example.com · 12 Example Street

Booking details

EventWedding and reception
Date__________
VenueThe Glasshouse, Riverside
Guests (approx.)120
ScopePartial planning and coordination
Total fee$3,500
Deposit on signing$1,050
Balance$2,450, due __________

Terms

1. Services

Your Business Name (“the Planner”) will provide partial planning and coordination services to Jordan Taylor (“the Client”) for the wedding and reception on __________ at The Glasshouse, Riverside, as follows:

  • Budget and planning timeline
  • Up to 5 vendor recommendations, with help to book them
  • Monthly planning calls or meetings
  • A venue walkthrough with you before the event
  • Handover meeting about 6 weeks before the event
  • Confirming every vendor, delivery time and contact
  • A detailed event-day timeline shared with all vendors
  • Running the rehearsal (if held the day before)
  • On-site coordination on the day: setup, vendors, timeline and pack-down

On the event day, the Planner and 1 assistant will be on site for up to 10 hours. Additional time is charged at $75 per hour.

2. What is not included

The services do not include the goods or services of other vendors (such as the venue, catering, florals, photography, rentals or entertainment), which the Client contracts and pays for directly unless agreed otherwise in writing. Services not listed above can be added at $75 per hour or for a quoted fee.

3. Vendors

The Planner recommends and coordinates vendors, but each vendor contracts directly with the Client and is responsible for its own goods, services, staff, insurance and performance. The Planner is not liable for a vendor’s failure to perform, but will help find solutions where possible.

The Client should read every vendor contract before signing it. The Planner can review vendor contracts for practical issues, but this is not legal advice.

4. Budget and expenses

The Client is responsible for the event budget and all vendor payments. The Planner will not commit the Client to any cost without the Client’s approval.

Out-of-pocket expenses the Client approves in advance (such as travel outside the local area, printing or supplies) are reimbursed within 14 days of receiving receipts.

5. Commissions and referral fees

The Planner does not accept commissions or referral fees from vendors recommended to the Client, unless the arrangement is disclosed to the Client in writing before the Client books that vendor.

6. The Client’s responsibilities

The Client agrees to make decisions and provide information in good time, share vendor contracts and contacts, tell the Planner about changes promptly, and name one or two people who can make decisions on the event day. Delays on the Client’s side may limit what the Planner can achieve and are not a breach by the Planner.

7. Fees, deposit and payment

The total fee for the planning services is $3,500. Any change to the fee must be agreed by both of us in writing.

A deposit of $1,050 (30% of the fee) is due when you sign. The date is reserved for you only once the deposit is received. The deposit covers reserving the date and the planning work we start straight away, and is not refundable except as set out in this contract or where the law requires.

The balance of $2,450 is due 14 days before the event (__________). If the balance is not paid on time and remains unpaid 7 days after a reminder, we may treat the booking as cancelled by you under the cancellation clause.

Payments can be made by bank transfer, card or another method we agree. Card fees, if any, are shown before you pay.

8. Changes to the booking

The Client can ask to change the scope of services at any time. The Planner will confirm in writing any change to the fee before doing the extra work. Changes to the event (date, venue, guest count) requested less than 30 days before the event may need extra time, charged at the hourly rate.

9. Cancellation by you

You may cancel by telling us in writing (email is fine). Because we reserve the date for you and turn away other work, these cancellation charges apply:

  • More than 90 days before the event: the deposit ($1,050) is kept; nothing more is due.
  • 90 to 30 days before the event: 50% of the total fee ($1,750).
  • Less than 30 days before the event: 100% of the total fee ($3,500).

Payments already made count toward these charges. Anything you have paid above the charge is refunded within 14 days.

10. Postponement

If you need to move the event, tell us as soon as possible. If we are available on the new date, we will move the booking once, free of charge, if you ask at least 60 days before the original date and the new date is within 12 months. Payments made move with the booking.

Later requests, second postponements and new dates on which we are not available are treated as a cancellation under the cancellation clause. Prices for a new date more than 12 months away may be updated to our prices at that time.

11. If we cannot provide the services

If the Planner cannot attend because of illness or emergency, the Planner will provide an experienced replacement coordinator who has been fully briefed. If that is not possible, the Planner will refund the fee for the services not provided.

12. Insurance

The Planner holds public liability insurance and can provide a certificate to the venue on request. The Client is encouraged to consider event insurance, and should check the venue’s insurance requirements for the Client and its vendors.

13. Photos and confidentiality

The Planner may use photographs of the event design and setup (not of guests without their consent) in its portfolio and marketing, and will credit the photographer.

The Planner will keep the Client’s personal and financial details confidential and will not share them except with vendors who need them for the event.

14. Events outside anyone’s control

Neither of us is responsible for failing to perform this contract because of events outside reasonable control, such as severe weather, natural disaster, fire, flood, epidemic or government restrictions, or the venue closing. If this happens, we will first try to move the booking to a new date. If that is not possible, we will refund payments made, less costs we have already reasonably spent on your event and cannot recover.

15. Limit of liability

Our total liability to you under this contract is limited to the total fee you have paid. We are not liable for indirect or consequential losses, such as loss of enjoyment beyond the value of the services, or costs paid to other suppliers.

Nothing in this contract limits liability that cannot be limited by law, including liability for death or personal injury caused by negligence, or for fraud.

16. Your personal information

We use your personal information only to provide the services, keep records we are legally required to keep and contact you about this booking, in line with applicable privacy law. We do not sell it.

17. Whole agreement and governing law

This contract, with any quote or proposal it refers to, is the whole agreement between us. Changes must be agreed in writing; email is fine. If any part of this contract is found to be unenforceable, the rest still applies.

This contract is governed by the laws of the State of ____________, and the courts of the State of ____________ will deal with any dispute.

By signing below, both parties agree to this contract.

Planner
Signature

Name: Your Business Name

Date: ____________________

Client
Signature

Name: Jordan Taylor

Date: ____________________

Your Business Name · Event Planning Services Agreement
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Clause by clause

What an event planner contract needs to say

Most planner–client disputes come from one of three gaps: what was included, who was responsible for a vendor, and what happens when plans change. The template is built around closing them.

  • Scope, in a list. “Wedding planning” means different things to different people. List the services, the number of meetings or calls if you limit them, and how long you are on site on the day.
  • Exclusions. Say plainly that vendors’ goods and services are not included in your fee, and how extra work is charged.
  • Vendors. Clients contract and pay vendors directly; you recommend and coordinate. You are not responsible for another business’s performance.
  • Budget and expenses. You don’t commit the client to costs without approval, and approved expenses are reimbursed.
  • Commissions. Disclose any referral fees before the client books — transparency protects your reputation.
  • Payment schedule. A deposit on signing and the balance before the event; for long planning periods, add an interim payment in “Additional terms”. See how much deposit to ask for, and when.
  • Changes, cancellation and postponement. How scope changes are priced, and charges that rise as the date gets closer.
  • Liability and insurance. A cap on what you owe, and a note about venue insurance requirements and event insurance.

Example: describing day-of coordination

“The Planner will provide day-of coordination services: a handover meeting about 6 weeks before the event; confirming every vendor, delivery time and contact; a detailed event-day timeline shared with all vendors; running the rehearsal; and on-site coordination on the day for up to 10 hours, with one assistant.”

US and UK notes

United States. Contract rules are set by each state, so enforceability of non-refundable deposits, cancellation charges and liability limits varies. Cancellation charges should be a reasonable estimate of your loss rather than a penalty. If you sign clients at a wedding show or in their home, the FTC’s Cooling-Off Rule may give them three days to cancel.

United Kingdom. When you contract with consumers at a distance (online, by email or phone) or away from your premises, the Consumer Contracts Regulations 2013 usually give them 14 days to cancel, and you must tell them — choose United Kingdom in the builder to add that clause. Deposits and cancellation charges must be fair under the Consumer Rights Act 2015, and client data must be handled under the UK GDPR.

Common mistakes

  • Unlimited meetings and messages, with no rate for extra time.
  • Paying vendors on the client’s behalf without it being in the contract.
  • No clause on what happens if the planner is ill on the day.
  • Cancellation charges that don’t match the amount of work already done.
  • Different terms in the proposal and the contract. Our event proposal template keeps the summary short and leaves the detail to the contract.

For cancellation wording you can adapt, see event cancellation policy wording.

Packages, contract and deposit in one link — in Sarvyam

In Sarvyam your planning packages and terms go out together. The client approves, signs online and pays the deposit; payment schedules and reminders run on their own, and vendors, tasks and the day-of timeline live with the booking. Start free.

Questions, answered

What should an event planner contract include?

The parties, the event (date, venue, guest count), exactly which services are included and which are not, time on site on the day, the fee, deposit and payment schedule, how vendors are contracted and paid, expenses, changes, cancellation and postponement terms, what happens if the planner can’t attend, limits of liability, governing law and signatures.

What is the difference between full planning, partial planning and day-of coordination?

Full planning starts early and covers everything from venue search and design to vendor booking and running the day. Partial planning helps with key decisions, budget and some vendors, then takes over the logistics. Day-of coordination (often starting four to eight weeks before) confirms vendors, builds the timeline and runs the event day. The template switches the list of services when you choose a scope.

Should the client or the planner sign vendor contracts?

Usually the client signs and pays vendors directly, and the planner coordinates them. That keeps the client in control of their money and makes it clear the planner isn’t responsible for another business’s performance. If you do contract vendors yourself, your contract and insurance need to reflect that.

How should event planners handle vendor commissions?

Be transparent. Many planners don’t accept commissions at all; others disclose any referral fee to the client in writing before the client books. The template includes a disclosure clause you can switch on or off.

Is there a free event planner contract example I can download?

Yes. Fill in this template, then use “Print / Save as PDF” to save a PDF or “Download for Word” for an editable .doc file that also opens in Google Docs. It is free, with no sign-up.

Is this event planning contract legally binding?

A contract signed by both parties is generally binding, but whether each clause is enforceable depends on the law where you work. This template is general information, not legal advice — have a lawyer in your state or country review it.

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