Let's continue in DM. Some of what you're asking is industry standard for eCommerce. Stripe is far and a way the standard Card Payment POS for online business - we also recommend Shopify Payments in the program, which is also powered by Stripe per their corporate alignment. Anything we name specifically as a tool is the gold standard for their space for Pro-Level eComm Development. (Ex. Shopify + Klaviyo + Calendly are all category leaders, Stripe is very much in that category for POS). So our attention to Tools always leans on "Industry Standard" and it's a common pitfall for clients to pay a ton of attention to specific tools and see if we somehow missed something that will give them leverage. (That always ends up resulting in a lot of wasted time for the client to ultimately end up discovering we really did our homework on Tool Stack). My best advice would be to slow down and potentially re-watch some lessons. If you are new to online business, a typical approach of "I'll just watch once and figure it out" may not be enough. Don't be afraid to go slow. Slow is smooth, smooth if fast. And it seems as though take a strategic breath to really observe what you're building would be a good idea. 0.8.6 Money, Trust and Compliance should talk about the Refund Policy, and in the Website Launch Bundle available for download in 0.8.9, there is a boiler plate Refund Policy (2 Options, I recommend Option 1 if you are new to Customs because it reduces capital risk the most). https://www.skool.com/ai-for-jewelers/classroom/e97c79fb?md=c00f4e2648e84c49acdeb0f656a49f35 Typically, you do not Offer a refund on Custom pieces, and the deposit can be refunded until a certain trigger point (which is detailed in Op 1). The Customs Agreement you mentioned is included in the Website Launch Bundle as a DOCX file. That means it needs to be opened with an app like Word that can read DOCX. Any DOCX file included as a downloadable asset can be opened in a Google Doc (per Google Drive Setup in "Your First Chessmove" in Lesson here:

The Trello will be found in the Admin Login sheet available here: https://www.skool.com/ai-for-jewelers/classroom/dbf4b6cc?md=778b431bd6a34b7dbd2ad15e4cede37c Trello is a drag and drop card tool many top Jewelers use for Project Management. There is plenty of video on the tool in YouTube, we included a link in one of the Tabs of the Admin Login sheet. *The Trello we provide is already set up for Customs and matches the diagram - standard Trello would be blank, and the templates don't transfer to Jewelry, so we made one for everyone in AI4J. I am dropping in the Bundled Assets including Legal Docs at the end of the Website lessons either today or tomorrow. However, MJAI is more than capable of drafting a basic Custom Jewelry Project Agreement you can drop into Google Docs, and then deploy with Docusign (per the lessons). *We will have that live with things like Privacy Policy & Terms of Service along with all of the wireframes in 1 place, probably within the next 48 hours.

@Jaime Uribe - Here is the Custom Jeweler Website Launch Kit, including the Customer-facing "Custom Project Agreement" you can load into Docusign and send them for an eSignature to close during or after the Design Consultation at E3. https://www.skool.com/ai-for-jewelers/classroom/e97c79fb?md=c00f4e2648e84c49acdeb0f656a49f35

If you use Plus, you can use GPT-5.2 Thinking with MasterJeweler AI for every BLUE prompt in the Custom Jeweler Launch Checklist. Consider what that means if you've done the Excalibur Workbook in the Jeweler Identity Lessons: - You will have a customized vision of what your Brand & Business IS. - This "secret sauce" is then shown through the lens of MJAI and the Jeweler's Advantage framework. - Plus account gives you nearly unlimited text usage for a solo founder on a single business day. - You use MJAI + "Thinking" with every BLUE prompt in the checklist, and take your time to iterate and get it right. If you do that, you will have fully leveraged AI, and the battle tested frameworks - within YOUR unique vision for the business. TLDR: Use MJAI + ChatGPT-5.2 Thinking with the Custom Jeweler Launch Checklist. = MAXIMUM POWER https://www.skool.com/ai-for-jewelers/classroom/dbf4b6cc?md=651884d8688942f6a2f6e08e368126dc