School meeting prep, individual Life coaching, Idea sounding board, and Listening appointments are booked and paid through Cal.com. For other services, we confirm the service, timing, and price by email before you pay. For questions about these policies, write to perspectiveandaplan@gmail.com.
Refunds
Optional planning video calls cost $20 separately from your project fee. Cancel at least 48 hours before your call for a full $20 refund. Cancel less than 48 hours before it, but before it begins, for a $10 refund. Completed calls are not refundable. Project refunds follow the terms below.
If you cancel at least 48 hours before your scheduled session or the agreed start of document or plan work, you receive a full refund for the unused service. If you cancel less than 48 hours before that start, but before work or the session begins, you receive 50% of the unused service amount. A completed session is not refundable.
For the $210 three-session coaching bundle, a completed session is valued at $75. The unused balance is $210 before the first session, $135 after one session, and $60 after two. A timely cancellation refunds that unused balance. A cancellation less than 48 hours before the next session refunds half of it. For example, canceling all three late returns $105; canceling the remaining two with at least 48 hours' notice after one session returns $135.
If document or plan work has already begun, we refund the portion not completed or delivered and explain the amount by email. If we cannot provide an agreed service, we refund the unprovided portion in full. Request a refund at perspectiveandaplan@gmail.com. Refunds go through Stripe to the original payment method.
Cancellations and rescheduling
Email perspectiveandaplan@gmail.com at least 48 hours before a scheduled session to cancel or request a new time. A rescheduled session must take place within seven days of the original date, subject to availability. If no suitable time is available within seven days, you may choose the refund described above.
Requests received less than 48 hours before a session cannot be rescheduled under this policy, but you may cancel before it begins for the 50% refund described above. A missed session without notice is considered used and is not refundable. If we need to cancel, you may agree to a new time or receive a full refund for the service not provided.
Service delivery
Please request services at least one week before your desired session or delivery date, unless we agree by email to a shorter timeline. For School meeting prep, individual Life coaching, Idea sounding board, and Listening sessions, choose your date and pay through Cal.com. For other services, we confirm the actual date by email before payment.
Conversations and coaching sessions take place online. School meeting prep, individual Life coaching, Idea sounding board, and Listening sessions take place at the time selected in Cal.com. Your booking confirmation includes the meeting details. Other session times are agreed by email. Documents, plans, agendas, and templates are delivered by email by the date agreed before payment. There is no physical shipping.
For the life coaching bundle, pay $210 once through Stripe after confirming the bundle by email. After verifying payment, Octavia emails a scheduling link for three separate 50-minute sessions. Each request is approved after checking the sessions remaining. There is no additional charge for an included session.
Each package includes the work described on this site and in your confirmation email. Any additional work needs a separate quote. If needed materials arrive late, we will agree on a revised delivery date. For services with separate payment links, please wait until we have confirmed your scope and timing.
Privacy
When you contact us, we receive the name, email address, and details you choose to send. We use them to answer your request, arrange a service, deliver the work, and keep necessary business records. We do not sell your personal information.
The request tool prepares a message for your email app or Gmail, or lets you copy it. This email request tool does not send or store your message. The client space stores your account email, bundle payment status, appointment details, and session usage to manage your services. Sign-in uses a secure session cookie. Automated emails are delivered through our email provider once connected. Stripe and Cal.com share payment and booking updates needed to manage your services. Payments take place on Stripe, which handles card information under its privacy policy. We do not receive your full card number. Please do not send sensitive school, health, or financial records in an initial email.
Contact perspectiveandaplan@gmail.com to ask about information you shared or request its deletion, subject to records we need to keep for business or legal reasons.
Last updated September 29, 2026.