top of page

Booking Policy

Booking & Engagement Policy

At J&Co Trust Consulting, we believe great work starts with clarity. This Booking & Engagement Policy outlines how we schedule, collaborate, and move projects forward so every client experience feels organized, respectful, and seamless.​​​​​​

Booking Your Session or Project

  • All consultations and project start dates are booked through our scheduling link or confirmed by email.

  • Your booking is officially secured once you receive written confirmation and any required deposit or retainer has been paid.

  • Project timelines begin once all onboarding materials and approvals have been submitted.

Deposits, Payments & Retainers

  • A non‑refundable deposit or retainer is required to reserve project time.

  • Hourly consulting sessions are paid in full at the time of booking.

  • Remaining balances are due at agreed‑upon milestones or before final deliverables are released.

  • Clear payment terms help us reserve dedicated time and maintain smooth project flow.

Rescheduling & Cancellations

Consultations

  • You may reschedule up to 24 hours before your appointment.

  • Cancellations within 24 hours are non‑refundable.

Project Work

  • Project start dates can be rescheduled once with 7 days’ notice.

  • Requests made with fewer than 7 days’ notice may require a rescheduling fee or placement into the next available project window.

Your Role in the Process

  • To keep your project on track, we ask that you:

  • Provide required documents and information by the agreed deadlines.

  • Respond to communication within 3–5 business days.

  • Review drafts and deliverables within the specified review window.

  • Delays in providing information may shift timelines or require additional fees if rescheduling is needed.

Scope of Work & Revisions

  • Every engagement includes a written Scope of Work outlining deliverables and timelines.

  • Any work outside the agreed scope will be quoted separately.

  • Most packages include one round of revisions unless otherwise noted.

  • Additional revisions are billed at our hourly consulting rate.

Privacy & Confidentiality

  • All information shared with J&Co is kept strictly confidential.

  • Personal information is collected and used only for the purpose of delivering services, in alignment with Canadian privacy standards.

  • You may unsubscribe from marketing emails at any time.

Rush Requests

  • If you need something sooner than the standard timeline, rush options may be available.

  • Rush work may include a 25–40% priority fee, depending on urgency and complexity.

Ending an Engagement

  • If either party needs to end the engagement:

  • Notice must be provided in writing.

  • Completed work and outstanding balances become due immediately.

  • Deposits and retainers remain non‑refundable.v

Governing Law

  • All services and agreements are governed by the laws of Ontario and Canada.

Acceptance

  • By booking a consultation, paying a deposit, or engaging our services, you agree to this Booking & Engagement Policy.

bottom of page