Frequently asked questions

Formats, editing and business use: the details to help you choose your resources.

Clientory Studio creates editable documents, client messages and practical workflow tools for five service trades: residential cleaning, landscaping and lawn care, pressure washing, auto detailing, and contractors and remodelers. Each collection has its own profession-specific design. Choose a United States, Canada (English), United Kingdom or Australia edition on the product page before adding it to your cart.

These products are digital. No physical item will be shipped.

Yes. Personalize the editable file and share completed client-facing pages with your own service clients under the Single Business License. US and Canada editions use Letter pages; UK and Australia editions use A4. Inspect the exported PDF and a test print. Keep editable masters and spreadsheets private.

Every package contains editable PPTX pages, a static PDF reference, copyable messages, a getting-started guide and the license. Relevant packs also include fillable PDFs, XLSX calculators or trackers, and additional editable guides or cards. Canada, UK and Australia editions include a Local Edition Guide with official resource links. Check the exact inventory on the product page. No editing link to Clientory’s original masters is supplied.

No. Each purchase includes a Single Business License: customize and reuse the templates for one business and its own service clients. You may send customized static PDFs or copies of the included fillable PDFs for completion as part of your service. Do not resell or redistribute templates, share PPTX masters, XLSX workbooks or Canva editing links, sublicense them, or include them in another product for sale. Use for multiple separate businesses is not included. Read the Terms & Conditions and full license.

Clientory Studio templates support everyday administration and client communication. They do not replace your own service agreement, professional guidance or trade-specific operating procedures.

Which country edition should I choose?

Choose the edition for your business before adding the product to your cart. One purchase includes one edition: United States, Canada (English), United Kingdom or Australia. All editions are in English. Canada is not a French-language or Quebec-specific edition.

What changes between editions?

The language, terminology, address fields, date guidance, currency labels and relevant units are adapted. US and Canada use Letter pages; UK and Australia use A4. Canada, UK and Australia include a three-page Local Edition Guide with links to official resources. Local rules still depend on the province, state, nation, municipality and service. These templates are organizational tools, not approved legal contracts or compliance certificates.

Is this a subscription?

No. Each pack or complete system is a one-time purchase. There is no Clientory Studio subscription or recurring template fee. Select your country edition on the product page. The selected edition determines the documents and local wording. Choose your payment currency separately from USD, GBP, CAD and AUD; enter your billing country at checkout.

What will I receive?

A ZIP package for your selected country edition, with editable PPTX pages, a reference PDF, copyable messages, a getting-started guide, the license and the functional extras listed on that product page. Focused packs do not contain the whole complete system.

How do I start using the files?

1. Open the download links supplied with your successful order.
2. Open START HERE — Canva Access and follow its template link to create your own Canva copy. Download the accompanying resource files as well.
3. For PPTX editions, unzip the resource package, read the getting-started guide and open the editable source in compatible software or import it into Canva.
4. Personalize your copy, review the layout and export the finished client-facing pages.

Keep the original download as a backup. Duplicate your branded master when preparing documents for a new client.

Do I need to start with a blank page?

No. The document structure and sample wording are included. Replace the bracketed details, adjust the services and prices, and review the finished pages for your business.

How are card payments handled?

Available payment methods and your order total are shown at checkout before you confirm your purchase. Selecting a country edition determines the matching document files. Choose payment currency separately; enter your billing country at checkout for applicable tax treatment. Review the final order total and currency before payment. Your card issuer may apply its own conversion or cross-border fees.

Can I see what I am buying?

Yes. Review the actual document previews and the included-page list on each product page. The current gallery images show the US edition; other editions retain the profession-specific design with the local changes described on the page. A focused pack is useful when you only need one part of the workflow; a complete system groups the related pages together.

What if the file will not open or the layout changes?

Unzip the download before opening it. Use the PPTX for editing and the PDF reference to compare the intended layout. After importing, check fonts, line breaks and table spacing before exporting your finished document.

Do I need to send you my clients’ information?

No. You personalize your own copy in your own software account. You do not need to send client information to Clientory Studio to edit the templates.

What is the refund policy?

Read the Digital Product Refund Policy before purchasing. If you cannot access a valid purchase, contact us so we can help restore access. Mandatory consumer rights are not excluded.