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Friday, May 30, 2025

What Legal Documents Do You Require Clients to Sign?

 In the catering and event food industry, verbal agreements and handshakes simply aren’t enough. You’re handling logistics, staff, perishable goods, timing, and expectations — all of which can go sideways. That’s why having the right legal documents in place is crucial to protect both you and your clients.

In this guide, we’ll cover the essential legal documents you should require clients to sign before any event, what each one should include, and how they benefit your business — whether you’re a solo chef or run a large catering team.


1. Catering Service Agreement (Master Contract)

This is the most critical document. It outlines the complete scope of work, expectations, and protections for both parties. Every client must sign this before any work begins.

Key Clauses to Include:

  • Scope of Services – Clearly state what’s included (food, staff, tableware, etc.) and what’s not.

  • Event Details – Date, time, location, and access hours.

  • Guest Count – Agreed number with a cut-off for changes.

  • Menu – Finalized selections and any dietary requirements.

  • Pricing & Payment Terms – Deposit amount, payment schedule, and late fees.

  • Cancellations & Refund Policy – Your terms if the client cancels or reschedules.

  • Force Majeure – Protection against events outside your control (weather, power outages, etc.).

  • Liability Limitations – What you are and aren’t responsible for (e.g., food allergies disclosed late).

  • Insurance Requirements – Confirm you’re insured and what it covers.


2. Event Day Confirmation Form

This document is signed close to the event date to confirm all final details. It helps avoid last-minute miscommunications.

What it Should Include:

  • Final guest count

  • Venue address and setup instructions

  • Access times and contacts on-site

  • Final menu approval

  • Additional rental confirmations (tables, décor, etc.)

  • Setup/teardown times

  • Emergency contacts


3. Allergy & Dietary Disclaimer

Even if clients share guest dietary needs, you should protect yourself with a signed disclaimer.

Include:

  • Statement acknowledging that the client has disclosed all known allergies

  • Note that while you take all precautions, your kitchen or workspace may contain allergens

  • Release of liability if undisclosed allergies cause an issue


4. Tasting Agreement (Optional)

If you offer tasting sessions before booking or final menu decisions, this agreement is useful.

Covers:

  • Fee for the tasting (or complimentary with conditions)

  • Number of items/guests allowed

  • Menu for the tasting

  • No guarantee of booking unless deposit is paid


5. Photo & Video Release (Optional)

If you want to use photos of your food setups or event for marketing purposes, get signed consent.

Includes:

  • Permission to use images for social media, website, or print

  • Clarification that no personal guest photos will be used without separate consent

  • No compensation is owed for promotional use


6. Equipment & Rental Agreement (If applicable)

If you're providing or renting out items like chafing dishes, décor, furniture, etc., have a separate rental clause or contract.

Should Cover:

  • Condition of items

  • Pickup/return responsibility

  • Breakage or loss liability

  • Cleaning fees if returned dirty


7. COVID-19 or Health Compliance Waiver (As Needed)

Depending on your region or ongoing health regulations, you may also need to include a clause or document stating:

  • Compliance with health guidelines

  • Responsibilities of the client for guest health screenings or safety protocols

  • No liability for virus exposure


Tips for Using These Documents:

  • Always use written contracts, even for small or familiar clients.

  • Keep signed digital or hard copies organized per event.

  • Use e-signature tools (like DocuSign or HelloSign) for easy and secure signing.

  • Review and update documents annually or after any incident.

  • Consult a lawyer familiar with hospitality or catering law in your region to tailor your documents.


Final Word

Requiring these legal documents isn’t about being difficult — it’s about protecting your business, ensuring clear communication, and delivering a smooth client experience. Clients who hesitate to sign basic paperwork often bring disorganization or risk. Stand firm. Your professionalism starts with your paperwork.

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