TERMS OF SERVICE
Purpose & A Plan Concierge LLC
Last Updated: 9/24/2026
These Terms of Service (“Terms”) govern services provided by Purpose & A Plan Concierge LLC (“Purpose & A Plan,” “P&P,” “Company,” “we,” “us,” or “our”) to our clients (“Client,” “you,” or “your”).
By purchasing, scheduling, requesting, or utilizing services from Purpose & A Plan, you acknowledge that you have read, understood, and agree to these Terms. Certain services may also require completion of a Client Service Agreement, intake form, service plan, authorization, or other documentation.
1. OUR SERVICES
Purpose & A Plan is a lifestyle and personal concierge service providing customized, non-medical support to individuals and families.
Depending on a client’s needs and service plan, services may include:
Errands and everyday task management
Grocery and household shopping
Returns, exchanges, pickups, and deliveries
Household organization
Appointment and schedule coordination
Vendor and contractor coordination
Presence at the home for scheduled vendors or service providers
Technology assistance
Reservations and activity coordination
Outing and lifestyle support
Gift and special occasion assistance
Travel-related planning and logistical support
Other non-medical concierge services mutually agreed upon by Purpose & A Plan and the Client
Services are customized based on individual client needs, availability, membership level, and the agreed-upon scope of service.
Purpose & A Plan reserves the right to decline any request that falls outside the scope of our services or that we reasonably determine we cannot safely or appropriately perform.
2. IMPORTANT NON-MEDICAL SERVICE LIMITATIONS
Purpose & A Plan is a lifestyle and personal concierge provider. We are not a medical, home health, personal care, nursing, or emergency service provider.
Purpose & A Plan does not provide:
Medical care or medical advice
Nursing or home health services
Bathing, dressing, toileting, grooming, feeding, or other personal care assistance
Medication administration or medical decision-making
Diagnosis, treatment, or monitoring of medical conditions
Emergency medical services
Professional legal, financial, accounting, or investment advice
Our services are strictly non-medical and supportive in nature. If a situation requires medical, emergency, personal care, legal, financial, or other licensed professional services, the Client is responsible for contacting an appropriate qualified provider.
In the event of an apparent emergency, Purpose & A Plan may contact 911, an emergency contact, or another appropriate party when we reasonably believe doing so is necessary.
3. MEMBERSHIPS, SERVICES & FEES
Purpose & A Plan services may be provided through prepaid membership packages and/or à la carte services.
Membership benefits, included services, rates, minimum service requirements, and other package details will be communicated to the Client separately and may vary based on the selected membership or service arrangement.
Services requested outside of a Client’s membership may be subject to additional à la carte charges. Unless otherwise agreed in writing, prepaid membership fees are due on the first day of each month. Overdue balances or unpaid à la carte charges may be subject to a late fee of 1.5% per month.
Purpose & A Plan reserves the right to update service offerings and pricing. Clients will be notified of changes that affect their current membership or ongoing services.
4. CLIENT PURCHASES & OUT-OF-POCKET EXPENSES
From time to time, Purpose & A Plan may make purchases or incur third-party expenses on a Client’s behalf as part of an authorized service request. Examples may include groceries, household items, gifts, shipping fees, supplies, event or activity costs, prescription co-pays, or other approved purchases.
The Client is responsible for reimbursing Purpose & A Plan for authorized expenses incurred on the Client’s behalf. Expenses may be billed to the Client with receipts or documentation provided when applicable, or purchases may be made using another payment method authorized by the Client. Purpose & A Plan will not knowingly make significant purchases outside the scope of a Client’s instructions without authorization.
5. TRAVEL & MILEAGE
Routine errands and services within a 10-mile radius are included in standard service time. Travel beyond 10 miles may be billed at $1.00 per mile. Any additional travel-related charges applicable to a particular request will be communicated to the Client when appropriate.
6. SCHEDULING, BUSINESS HOURS & CANCELLATIONS
Standard service hours are:
Monday through Friday
9:00 AM – 5:00 PM
Weekend, holiday, and after-hours requests may be accommodated based on availability and may be subject to additional or premium rates. We understand that plans change. Clients should provide at least 24 hours’ notice when canceling or rescheduling a scheduled service. Cancellations or schedule changes made with less than 24 hours’ notice may be subject to a cancellation fee equivalent to one hour of service. Purpose & A Plan will make reasonable efforts to accommodate scheduling requests; however, specific dates, times, personnel, or availability cannot be guaranteed unless expressly confirmed.
7. HOUSEHOLD ACCESS & CLIENT RESPONSIBILITIES
When a service requires access to a Client’s residence or other property, the Client authorizes Purpose & A Plan to enter the designated location for the purpose of performing the requested services. The Client is responsible for providing any necessary keys, entry instructions, building permissions, gate access, or other information necessary to perform the service.
Clients must notify Purpose & A Plan of relevant information that could affect safe or appropriate service delivery, including:
Pets in the home or on the property
Security or alarm systems
Building or community access requirements
Known household or property hazards
Contractors, household employees, or other individuals expected to be present
Other circumstances reasonably relevant to the requested service
Purpose & A Plan will take reasonable measures to protect keys, access instructions, security information, and other confidential household information entrusted to us. For security reasons, clients should not submit passwords, alarm codes, credit card numbers, or other highly sensitive credentials through general website inquiry forms unless specifically directed to use an approved secure method.
8. THIRD-PARTY VENDORS & SERVICE PROVIDERS
At a Client’s request, Purpose & A Plan may assist with scheduling, communicating with, coordinating, or being present for third-party vendors and service providers such as plumbers, electricians, repair technicians, movers, cleaners, landscapers, delivery providers, or other professionals. When performing these services, Purpose & A Plan acts solely as a facilitator on the Client’s behalf. Unless expressly agreed otherwise, any contract or financial agreement for third-party services is between the Client and the third-party provider.
Purpose & A Plan does not control and is not responsible for a third-party provider’s workmanship, conduct, pricing, availability, delays, omissions, damages, or performance. Any recommendation or referral to a third-party provider is provided as a convenience and does not constitute a guarantee or warranty of that provider’s services.
9. PRIVACY & CONFIDENTIALITY
Purpose & A Plan recognizes that providing personalized concierge services may involve access to private information about our clients, their families, homes, schedules, and daily lives.
We take that responsibility seriously.
Personal information, schedules, household information, access information, receipts, family details, and other confidential information shared with Purpose & A Plan will be treated as confidential and will not be sold or disclosed to third parties without authorization, except when disclosure is reasonably necessary to perform an authorized service or is required by law. Clients may authorize Purpose & A Plan to communicate with designated family members, household contacts, vendors, or other third parties when necessary to coordinate requested services.
10. LIMITATION OF LIABILITY
Purpose & A Plan maintains general liability insurance for its standard service operations. To the extent permitted by applicable law, Purpose & A Plan shall not be liable for indirect, incidental, special, or consequential damages arising from services provided. This limitation does not apply in cases of proven gross negligence or intentional misconduct by Purpose & A Plan personnel. Purpose & A Plan is not responsible for losses, damages, delays, or other issues resulting from circumstances outside our reasonable control, including the acts or omissions of third-party vendors or service providers.
11. INDEMNIFICATION
To the extent permitted by applicable law, the Client agrees to indemnify and hold harmless Purpose & A Plan Concierge LLC and its officers, employees, and agents from claims, losses, damages, or liabilities arising from injuries, property conditions, undisclosed hazards, or third-party disputes occurring on or relating to the Client’s premises or service requests, provided Purpose & A Plan acted with ordinary care.
12. SERVICE RELATIONSHIP & TERMINATION
The Client or Purpose & A Plan may terminate the service relationship at any time by providing written notice, including notice by email. Upon termination, the Client remains responsible for fees, authorized purchases, expenses, and other amounts incurred through the effective date of termination.
Purpose & A Plan may also decline, suspend, or discontinue services when reasonably necessary, including when:
A requested service falls outside our scope of services;
Continuing a service could create a safety concern;
Required payments remain outstanding;
The Client requests services that Purpose & A Plan cannot legally or appropriately provide; or
Continuing the service relationship is otherwise impractical or inappropriate.
Any applicable prepaid membership cancellation or refund terms will be governed by the Client’s membership agreement or service plan.
13. CHANGES TO THESE TERMS
Purpose & A Plan may update these Terms from time to time to reflect changes to our services, business practices, or applicable requirements. The “Last Updated” date at the top of this page will indicate when the Terms were most recently revised. For existing clients, material changes affecting an ongoing service arrangement may also be communicated directly when appropriate.
14. GOVERNING LAW
These Terms and services provided by Purpose & A Plan Concierge LLC shall be governed by and construed in accordance with the laws of the State of Illinois, without regard to conflict-of-law principles.
15. CONTACT US
Questions regarding these Terms or Purpose & A Plan services may be directed to:
Purpose & A Plan Concierge LLC
info@pp-concierge.com
ACCEPTANCE OF TERMS
By purchasing, scheduling, requesting, or utilizing Purpose & A Plan services, you acknowledge that you have read, understood, and agree to these Terms of Service.
Where requested, clients may also be required to execute a separate Client Service Agreement, service plan, payment authorization, property-access authorization, or other documentation applicable to their particular services.