Online Professional Services Website Terms of Sale (B2B)

Many types of services are provided to business clients remotely over the internet as an alternative to face-to-face provision. Please view the full list below of the terms and conditions provided for specific online professional services.

Key Common Features of these Online Professional Website Terms of Sale

These terms of sale provide for consultations with an expert to obtain advice or guidance by means of intangible content supplied online to a business client, in return for payment of a single subscription. The professional makes available live or recorded video streamed content and other downloadable material (e.g. text/graphics) following payment. The services are provided by a cloud-based web conferencing platform (often via Zoom but these templates can easily be adapted if some other platform enabling video streaming is used).

Most of the provisions are the same or very similar, covering: type and scope of content; scope of subscription; pricing and payment; order process/formation of contract; scope of responsibility to provide content; quality of content; an intellectual property licence to the client to access and use the content; and use of Zoom or other platform. Further provisions include professional role naming and, where appropriate, fields for regulators/membership entities in respect of the professional.

These templates are only suitable as terms for the sale. Each website will also need terms of use. Whilst we provide a selection of terms of use the most suitable match to these terms of sale is the Website Terms of Use - E-Commerce Sale of Digital Content (B2B).

Each of the online services requires account creation and both parties' agreement to the terms of sale. This includes agreeing to provisions governing protection of privacy, personal data and information. Select one of the Website Privacy Policies and download the Cookie Policy and Guidance Notes to complete the set of documents required for full compliance when providing professional online services.

What are the Unique Features of these Terms of Sale?

Each set has been tailored to a specific type of content. The key differences in content and other details can be found in the schedule to each template.

Architect Terms of Sale – provides for live consultations with an architect, or recorded information/advice videos, about various aspects of any building design or other project (e.g. site finding, town planning, conservation, budgeting, preparation review of plans, formulation of project, reporting back to client), and for regulation by the Royal Institute of British Architects and the Architects Registration Board.

Business/Management Consultancy Terms of Sale – provides for live consultations with a management consultant, or recorded information/advice videos, about any aspect of a client’s business (e.g. strategic planning, marketing, finance, risk management, compliance, HR).

Staff Training Terms of Sale – provides for live consultation with a trainer, or recorded information/advice videos, comprising staff training, coaching or mentoring to business clients or their staff about any aspect of a client’s business (e.g. business, commercial, legal, HR, professional, management, administration or technical skills, knowledge, expertise, or qualifications).

Designer Services Terms of Sale – provides for live consultations with a designer, or recorded information/advice videos, about various types of design work (e.g. graphic, website, interior, 3D product, furniture or fashion designer) including preparation or review of any design drawings, materials or models.

Please view the full list of Online Professional Website Terms of Sale (B2C) below. Alternatively, for templates that do not specify the type of content or means of delivery select from the Generic E-Commerce Services Terms and Conditions.

Online Professional Services Website Terms of Sale (B2B) is part of Business . Just £38.50 + VAT provides unlimited downloads from Business for 1 year.

Frequently Asked Questions

I provide consultancy or professional advice to business clients online. Which terms do I need? +

You need B2B terms of sale for your discipline plus terms of use for the site. The Online Professional Services Website Terms of Sale (B2B) are drafted for expert consultations delivered to a business client by subscription, using live or recorded video and downloads, with versions for architects, business and management consultancy, staff training and designer services. They pair best with the E-Commerce Sale of Digital Content (B2B) terms of use. You also need a privacy policy and cookie policy, since accounts are involved.

Do the 14-day cancellation and consumer quality rules apply when my clients are businesses? +

No. The distance-selling 14-day cancellation right and the Consumer Rights Act 2015 protections apply to consumers, not to business clients. When you sell to businesses, cancellation, refunds, service levels and liability are whatever you and the client agree, within the general law. That means your B2B terms of sale need to set these out clearly, because there is no statutory fallback for a business buyer. Simply-Docs drafts the B2B templates on this basis.

Can I limit my liability in my B2B professional services terms? +

Yes, more freely than with consumers, but not without limits. In a business-to-business contract you can cap or exclude many liabilities, but under the Unfair Contract Terms Act 1977 any exclusion or limitation for negligence or for breach of your standard terms must be reasonable, and you can never exclude liability for death or personal injury caused by negligence. Draft the cap carefully so it stands up as reasonable. Simply-Docs B2B terms include liability provisions you can tailor to your engagement.

What should my B2B professional services terms cover about how the service is delivered? +

They should pin down the content, the platform and the rights. The B2B terms of sale cover the scope and type of content, the subscription scope, pricing and payment, how the contract forms, your responsibility for and the quality of the content, the intellectual property licence letting the client use it, and delivery through a platform such as Zoom or a named alternative. Setting these out avoids disputes over what was promised. Simply-Docs builds each of these into the B2B templates.

I serve both businesses and consumers online. Do I need both sets of terms? +

Usually yes. Business and consumer clients are governed differently, so a single set rarely fits both. Consumers bring fixed cancellation and quality rights you cannot exclude, while business clients contract on your agreed terms. Running both audiences means offering the B2C terms of sale to consumers and the B2B terms of sale to business clients, each paired with the right terms of use. Simply-Docs provides matching B2C and B2B professional services templates so you can cover both cleanly.

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Online Professional Services Website Terms of Sale (B2B)

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