New Tutoring Family Intake Checklist
====================================
Everything to confirm with a new tutoring family before the first session, so scheduling and payment questions are settled in writing instead of negotiated later.

[ ] Student's full name, grade, school, and the subject, course, or exam you are being hired to help with
[ ] Which adult is the billing contact, and whether a second household needs its own invoices or a split bill
[ ] Best phone number and email for reminders, and whether the family prefers text or email
[ ] Regular weekly slot agreed in writing (day, start time, session length), plus a backup slot if the first one fails
[ ] Session location confirmed (your space, their home, a library, or online) and who provides the meeting link or room
[ ] The student's school calendar checked for breaks, exam weeks, and testing windows over the next few months
[ ] Hourly rate or package price stated in writing, including whether sessions run 45, 60, or 90 minutes
[ ] Billing method chosen: prepaid package or per-session, and if a package, how many sessions it includes and when it expires
[ ] Payment method agreed (bank transfer, card, check, or payment app) and the date payment is due each cycle
[ ] Cancellation policy explained: the notice cutoff, what a late cancellation costs, and what a no-show costs
[ ] Reschedule rules explained: how many free moves per month and how much notice is required
[ ] What happens when the tutor cancels (make-up session offered, no charge to the family)
[ ] Late arrival rule stated: sessions end at the scheduled time regardless of when the student arrives
[ ] Summer, holiday, and exam-week plans discussed (pause, reduced schedule, or intensive block)
[ ] Who is allowed to cancel or reschedule: parent only, or the student too for older teens
[ ] Progress update expectations set: how often parents get a short note and in what form
[ ] Homework between sessions agreed, and whether the tutor will review it
[ ] Materials listed: textbook, practice tests, calculator, and any school portal login the student will need
[ ] Any learning needs, accommodations, or goals the family wants you to know about before session one
[ ] Written summary of rate, schedule, and policies sent to the family, with their confirmation saved
[ ] Family added to your calendar, payment tracker, and reminder list before the first session
[ ] First invoice date or package payment date noted so it does not slip past the first session