Provider Tools
Downloadable Templates & Resources
Printable, ready-to-use templates for every part of your business. Click any section to expand, then hit Print to get a clean copy.
How to use: Click a template to expand it. Use the "Print This Template" button to print just that section. The print view strips out everything except the template itself, giving you a clean, professional document. You can also print to PDF to save a digital copy.
Client Screening Checklist
Complete each section before confirming a new client booking
Step 1: ID Verification
| Government-issued photo ID received (name + photo visible) | |
| ID photo matches selfie verification (if required) | |
| Name on ID matches name given during booking | |
| ID is not expired | |
| ID stored securely / deleted after verification |
Step 2: Reference Checks
| Two provider references requested | |
| Reference 1 contacted and confirmed: _______________ | |
| Reference 2 contacted and confirmed: _______________ | |
| References are from verifiable providers (checked profiles) | |
| No-reference alternative completed (deposit + employment verification) |
Step 3: Deposit Protocol
| Deposit amount communicated: $_______________ | |
| Payment method specified (CashApp / Venmo / crypto / other) | |
| Deposit received and confirmed | |
| Cancellation / refund policy communicated |
Red Flags Checklist
| Refuses to provide any form of ID or verification | |
| Pushes back aggressively on screening requirements | |
| Asks for services you do not offer or tries to negotiate boundaries | |
| References do not check out or are from unverifiable providers | |
| Uses multiple phone numbers or keeps changing contact info | |
| Offers significantly more money to skip screening | |
| Creates urgency or pressure to meet immediately | |
| Found on blacklists or flagged by other providers |
Decision: APPROVED / DECLINED / NEED MORE INFO
Date: _______________ Notes: _______________________________________________
Session Notes
Record key details after each session to provide personalized service
| Date | Client Name | Preferences | Notes | Rate | Follow-up |
|---|---|---|---|---|---|
| __/__/__ | ____________ | ____________________ | ____________________ | $_______ | ____________ |
| __/__/__ | ____________ | ____________________ | ____________________ | $_______ | ____________ |
| __/__/__ | ____________ | ____________________ | ____________________ | $_______ | ____________ |
| __/__/__ | ____________ | ____________________ | ____________________ | $_______ | ____________ |
| __/__/__ | ____________ | ____________________ | ____________________ | $_______ | ____________ |
| __/__/__ | ____________ | ____________________ | ____________________ | $_______ | ____________ |
| __/__/__ | ____________ | ____________________ | ____________________ | $_______ | ____________ |
| __/__/__ | ____________ | ____________________ | ____________________ | $_______ | ____________ |
| __/__/__ | ____________ | ____________________ | ____________________ | $_______ | ____________ |
| __/__/__ | ____________ | ____________________ | ____________________ | $_______ | ____________ |
| __/__/__ | ____________ | ____________________ | ____________________ | $_______ | ____________ |
| __/__/__ | ____________ | ____________________ | ____________________ | $_______ | ____________ |
Tip: Use initials or codes instead of real names. Store securely and destroy when no longer needed.
[Your Name]
Rate Card — Effective [Date]
[City/Region] • [Contact Method] • [Website]
| Duration | Rate | Description |
|---|---|---|
| 30 Minutes | $___________ | Quick visit. ________________________________ |
| 1 Hour | $___________ | Standard session. ________________________________ |
| 2 Hours | $___________ | Extended session. ________________________________ |
| 3 Hours | $___________ | Half-evening. ________________________________ |
| Overnight | $___________ | Evening through morning. ________________________________ |
| Dinner Date | $___________ | Dinner + time together. ________________________________ |
Incall
Rates as listed above.
Location: [General area]
Outcall
Add $_________ to listed rates.
Travel radius: [Distance]
Deposit: [Amount/percentage] required to confirm booking
Cancellation: [Your cancellation policy]
Screening: [Brief screening requirements]
Session Safety Checklist
Review before, during, and after every session
Incall Safety
Pre-Session
| Screening completed and verified | |
| Safe call person notified with client details | |
| Check-in time set with safe call | |
| Space cleaned and prepared | |
| Valuables and personal items secured | |
| Supplies stocked (protection, towels, etc.) | |
| Exit path clear and unobstructed |
During Session
| Payment collected before starting | |
| Cash verified (not counterfeit) | |
| Phone accessible at all times | |
| Boundaries clearly communicated | |
| Safe call check-in completed on time |
Post-Session
| Safe call person notified session ended safely | |
| Space checked for left-behind items | |
| Session notes recorded (if applicable) | |
| Any incidents or concerns documented |
Outcall Safety
Pre-Session
| Full address received and verified | |
| Address shared with safe call person | |
| GPS / location sharing enabled | |
| Hotel name verified (call front desk) | |
| Transportation arranged (own car / rideshare) | |
| Emergency money and phone charger packed | |
| Check-in time set with safe call |
During Session
| Verified client matches screening info | |
| Confirmed client is alone (no surprises) | |
| Payment collected before starting | |
| Located exits in the room / space | |
| Safe call check-in completed on time |
Post-Session
| Safe call person notified you left safely | |
| Confirmed you were not followed | |
| Session notes recorded (if applicable) | |
| Any incidents or concerns documented |
Emergency: If at any point you feel unsafe, trust your instincts. Leave immediately. Call your safe call person. Call emergency services if needed.
Monthly Expense / Tax Deduction Tracker
Month: _______________ Year: _______________
| Category | Date | Description | Amount | Receipt? |
|---|---|---|---|---|
| Rent / Workspace | ||||
| __/__ | ________________________ | $_______ | Y / N | |
| __/__ | ________________________ | $_______ | Y / N | |
| Marketing / Advertising | ||||
| __/__ | ________________________ | $_______ | Y / N | |
| __/__ | ________________________ | $_______ | Y / N | |
| Photography / Content | ||||
| __/__ | ________________________ | $_______ | Y / N | |
| __/__ | ________________________ | $_______ | Y / N | |
| Supplies / Equipment | ||||
| __/__ | ________________________ | $_______ | Y / N | |
| __/__ | ________________________ | $_______ | Y / N | |
| Health / Testing / Wellness | ||||
| __/__ | ________________________ | $_______ | Y / N | |
| __/__ | ________________________ | $_______ | Y / N | |
| Travel / Transportation | ||||
| __/__ | ________________________ | $_______ | Y / N | |
| __/__ | ________________________ | $_______ | Y / N | |
| Phone / Internet | ||||
| __/__ | ________________________ | $_______ | Y / N | |
| __/__ | ________________________ | $_______ | Y / N | |
| Clothing / Appearance | ||||
| __/__ | ________________________ | $_______ | Y / N | |
| __/__ | ________________________ | $_______ | Y / N | |
| Monthly Total: | $_______ | |||
Reminder: Keep all receipts. Photograph paper receipts immediately -- they fade. Consult a tax professional about which deductions apply in your jurisdiction.
Client Communication Scripts
Copy, customize, and send. Replace [brackets] with your details.
Initial Reply
"Hi [name], thank you for reaching out. I appreciate you taking the time to contact me properly. My rates start at [rate] for [duration], and you can find my full menu and availability at [link/profile]. To secure a booking, I require [screening method]. Feel free to ask any questions -- I am happy to help."
Booking Confirmation
"Hi [name], you are confirmed for [date] at [time]. Location: [address or directions]. Please have [amount] ready in [payment method] at the start of our meeting. A few reminders: please shower beforehand and arrive on time. If you need to cancel, please give me at least [timeframe] notice. Looking forward to meeting you."
Cancellation (by you)
"Hi [name], I am sorry but I need to cancel our appointment on [date]. I apologize for any inconvenience. I would love to reschedule -- are you available [alternative dates]? Your deposit will be applied to the rescheduled booking. Thank you for understanding."
Boundary Enforcement
"I appreciate your interest, but [requested service] is not something I offer. My services and boundaries are clearly listed on my profile. I am not able to make exceptions. If what I offer works for you, I would be happy to schedule a session. If not, I understand and wish you the best."
Rate Increase Notice
"Hi [name], I wanted to let my valued regulars know that my rates will be updating effective [date]. My new rate for [duration] will be [new rate]. I truly appreciate your continued support and wanted to give you advance notice. Bookings made before [date] will be honored at current rates. Thank you for understanding."
No-Show Follow-Up
"Hi [name], I had you on my schedule for [date/time] but did not hear from you. As per my booking policy, your deposit has been forfeited. If there was an emergency, I understand -- please reach out and we can discuss. For future bookings, a new deposit will be required."
Tip: Save these in your phone's text replacement shortcuts. For example, typing "xreply" could auto-expand to your initial reply template. Saves hours every week.