Terms of Service
These Terms of Service (“Terms”) govern your use of foliotemplates.com and the content, guides, and digital products offered by Folio (“we,” “us,” or “our”). By using this website, you agree to these Terms. If you do not agree, please do not use the site.
What we provide
Folio publishes plain-English operational guides and sells digital documentation templates for solo and small private practices — such as intake forms, consent packets, billing documents, progress-note templates, and policies. Our content and templates address the operational and administrative side of running a practice.
Not legal, medical, or clinical advice
Our guides and templates are general information and starting points only. They are not legal, medical, clinical, tax, or compliance advice, and using them does not create a professional relationship. Laws, payer rules, and licensing-board requirements change and vary by jurisdiction. You are responsible for reviewing, adapting, and verifying any template or guidance against the rules that apply to you — and for consulting a qualified professional (such as an attorney or compliance specialist) where appropriate.
Purchases and where they happen
Our products are sold through third-party platforms, primarily Etsy and Gumroad. Payments, order processing, delivery, and refunds for those purchases are handled on those platforms and are governed by their respective terms and policies. Please review the listing and the platform's policies before buying.
License to use our templates
When you purchase a digital template, you receive a non-exclusive, non-transferable license to use and adapt it for your own practice. Unless a listing states otherwise, you may not resell, redistribute, share, or repackage our templates — whether in original or modified form — as your own product. We retain all intellectual-property rights in our content and templates.
Acceptable use
- Do not copy, scrape, or republish our website content without permission.
- Do not use the site or our products for any unlawful purpose.
- Do not attempt to disrupt, attack, or gain unauthorized access to the site or its systems.
- Do not send us protected health information (PHI) or client data through this site.
Third-party links and services
Our site links to and integrates with third-party services (such as Etsy, Gumroad, Substack, Pinterest, and Formspree). We are not responsible for the content, products, or practices of those third parties, and your use of them is governed by their own terms and policies.
Disclaimers and limitation of liability
The website, guides, and templates are provided “as is” and “as available,” without warranties of any kind, express or implied, including fitness for a particular purpose. To the fullest extent permitted by law, Folio is not liable for any indirect, incidental, or consequential damages, or for any loss arising from your use of — or reliance on — the site, our guides, or our templates.
Changes to these Terms
We may update these Terms from time to time. When we do, we will revise the “Effective” date above. Your continued use of the site after changes take effect means you accept the updated Terms.
Contact us
Questions about these Terms? Email us at [email protected]. See also our Privacy Policy.