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Events

Event Planning Agreement

An agreement engaging an event planner to coordinate an event — scope of services, budget, vendor coordination, and payment schedule.

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Free general-purpose template, not legal advice. Fill in the placeholders and consider having a lawyer review it before you rely on it.

1. Parties & Event Details

This Event Planning Agreement ("Agreement") is entered into as of [Effective Date] between [Planner Name] ("Planner") and [Client Name] ("Client"), for the event described as [Event Description] on [Event Date] at [Venue].

2. Scope of Services

Planner will provide the following services: [Description — e.g. vendor sourcing, budget management, day-of coordination].

3. Budget & Vendor Coordination

Planner will work within a total event budget of approximately [Amount], and will obtain Client’s approval before booking vendors or committing funds beyond [Threshold].

4. Fees & Payment Schedule

Client agrees to pay Planner [a flat fee of [Amount] / [Percentage]% of the total event budget], payable as follows: [Payment Schedule — e.g. deposit upon signing, balance before the event].

5. Vendor Contracts

Unless otherwise agreed, contracts with third-party vendors (caterers, venues, etc.) are between Client and those vendors directly; Planner acts as coordinator, not guarantor, of vendor performance.

6. Cancellation & Postponement

If Client cancels or postpones the event, the deposit is non-refundable, and Planner will be paid for services rendered up to the cancellation date. Rescheduling is subject to Planner’s availability.

7. Liability

Planner is not responsible for the acts, omissions, or performance failures of third-party vendors, or for circumstances beyond Planner’s reasonable control (weather, venue issues, etc.).

8. Governing Law & Signatures

This Agreement is governed by the laws of the State of [State / Jurisdiction].

Planner Signature: _______________________ Date: _______________

Client Signature: _______________________ Date: _______________

Frequently asked questions

Yes — no account or payment required to download it, and you can use it for every event you plan.

The relationship this template sets up matters: the planner is a coordinator, not a guarantor of vendor performance, and contracts with caterers, venues, and other vendors are typically between the client and those vendors directly, not the planner. That distinction limits what the planner is liable for if a third-party vendor underdelivers — worth understanding before you rely on it, from either side.

A clear scope of services, the overall budget and an approval threshold before the planner can commit funds to vendors, the fee structure (flat fee or a percentage of the budget) and payment schedule, a clarification that vendor contracts run between the client and vendors directly, and cancellation/postponement terms covering the non-refundable deposit and fees for work already done.

Yes — fill in the scope of services, budget, and fee structure using any PDF editor, or load it into SignFastAi via "Sign this online for free" to complete and send it to your client from there.

This page is the planning agreement document. SignFastAi's core product handles getting it signed — upload the completed agreement, place signature fields for planner and client, and send a secure link so it can be signed before planning work starts.

Ready to get this signed?

Load this template straight into SignFastAi, add who needs to sign, and send a secure link — usually done in a couple of minutes.

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