Terms & Conditions - Privacy Policy - Refunds, Transfers & Leadership Boundaries for Matchmakers
Video + homework to set no-refund policies, lead with confidence, and protect your matchmaking business from confusion.
About this lesson
Running a successful matchmaking business requires more than intuition and care — it requires clear boundaries, confident leadership, and strong client agreements.
In this video training, Jacqueline walks you through why Terms & Conditions and Privacy Policies are essential to your website, onboarding, and client participation. You’ll learn how no-refund and no-transfer policies protect your business, set professional expectations, and eliminate emotional refund requests before they begin.
This resource includes:
- A step-by-step video explanation of why these policies matter
- Guidance on how to require agreement before clients can log in
- Clear reasoning around no refunds, no transfers, and no guarantees
- Leadership-based explanations you can confidently stand behind
- A guided homework packet to help you define your policies, packages, and boundaries
- Sample Terms & Conditions and Privacy Policy templates ready to customize
This training is not legal advice. It’s practical, real-world guidance based on what works in a professional matchmaking agency — so you can implement with confidence and review with your own legal support.