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Coaching agreement

A coaching agreement that does two jobs: protects both of you, and sets expectations so fewer things go wrong. Eight sections, four minutes to read aloud. The {{fields}} are merge fields; in the app they fill in for each client.

This template is not legal advice.

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Coaching agreement

This agreement is between {{coach_business_name}} and {{client_name}} for the {{package_name}} package at {{price}}, from {{start_date}} until {{end_date}}.

What coaching is, and is not

Coaching is a partnership. You set the goals and do the work between sessions; I provide structure, questions and accountability. Coaching is not therapy, counselling, medical advice, financial advice or legal advice. If at any point I think a different kind of help would serve you better, I will say so and help you find it.

Your package

The {{package_name}} package includes the sessions and the between-session support described on the booking page at the time you purchased it. Sessions are held by video call using the link in your confirmation email. Between sessions you have a client space for goals, habits, actions and messages, and I will look at it before each session.

Scheduling and rescheduling

Sessions are booked from your client space, which shows my current availability.

  • A session can be moved with at least 24 hours' notice, as many times as you need.
  • Inside 24 hours a session counts as used, except in an emergency; message me and we will work it out.
  • If I have to cancel, I will give you as much notice as I can and the session is not counted.
  • Sessions start and end on time. If you arrive late, the session still ends at the scheduled time.

Fees and payment

The fee for the {{package_name}} package is {{price}}, paid by card at the time of booking. Subscriptions renew each month on the date you started and can be ended from your client space before the next renewal. Sessions already paid for remain available until the package ends. Fees are not refunded for sessions missed without notice.

Confidentiality

What you share in sessions and in your client space stays between us. I will not share it with anyone else except where the law requires me to, where there is a serious risk of harm to you or someone else, or where you ask me to. If I discuss my work with a supervisor or peer group, I do so without identifying you. Your data is stored in the client space you use, under the privacy policy published there.

What we each agree to

You agree to:

  • arrive on time and ready for each session;
  • do the work we agree between sessions, and tell me when it is not working;
  • keep your client space up to date so our sessions start from where you actually are;
  • tell me if you want to change direction, pause or stop.

And I agree to

  • be prepared for each session, having read your notes and check-ins;
  • keep our time, and give notice if I ever cannot;
  • reply to messages within one working day;
  • tell you honestly if I think coaching is no longer the right help.

Ending the engagement

Either of us can end the engagement early with two weeks' notice by message. Unused sessions in a multi-session package are available for 30 days after the notice; after that they lapse. A subscription ends at the end of the current month. Your client space stays readable to you after the engagement ends.

Signing

Typing your name below means you have read this agreement and agree to it. The date, time and the version of this agreement you signed are recorded with your signature, and you will receive a copy as a PDF.

Client signature (typed name)Your answer
DateYour answer

This template is not legal advice.

Words in double braces are merge fields. In the app they fill in for each client.

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