Free Coaching Agreement Template

Coaching is forward-looking and client-led: you ask questions, hold the structure, and the client chooses their own actions. Therapy treats diagnosable conditions and is a licensed activity governed by rules coaching does not touch. Consulting is different again — there the client pays for your answer and your deliverable. Say in the agreement which one you provide, and refer out when something belongs to a licensed professional. General information, not legal or medical advice; if you hold a license, your board's rules come first.

Pick a notice window you will genuinely enforce — twenty-four or forty-eight hours is standard — and state what happens when it is missed: the session comes out of the package, or it is billed at full rate. Then write the human part down too: one grace reschedule per package, plus a line covering illness and emergencies. The number matters less than applying it identically to everyone. A policy waived for whoever pushes hardest is not a policy.

Most coaches set one, for two reasons. Coaching runs on momentum, and a client stretching six sessions across fourteen months is rarely getting what they paid for. It also keeps your books honest, since prepaid sessions are money collected but not yet earned. Three to six months for a six-session package is common. Spell out what happens to unused sessions, whether a client may pause, and how a pause gets requested — that last detail prevents the awkward email nine months later.

The policy is yours to set, but it is worth nothing unless it is in the agreement. One common structure: delivered sessions are non-refundable, unused ones are credited at the single-session rate rather than the discounted package rate, and a client who vanishes without notice forfeits scheduled sessions under the cancellation clause. Two forces can override you — your payment processor's chargeback rules, and consumer-protection law where you or the client live. General information, not legal advice.

Contractually yes, if your agreement says so — but coaching confidentiality is not the legal privilege protecting conversations with an attorney or a licensed clinician, and implying otherwise sets clients up for an ugly surprise. Name the limits: a serious risk of harm, a court order, and anything you are required to report where you practice. Add the forgotten ones: that you discuss anonymized cases in supervision, and that in a group program confidentiality depends on the other participants.

Those are two separate permissions, and neither belongs in fine print. For recordings, state why you record, where the files live, how long you keep them, who can listen, and give the client a way to decline without losing the session. Using a client's name, photo, or story in marketing needs its own signed release — a photo release form or a model release form lets the client define exactly which channels are allowed.

Before the first paid session, always — an agreement sent after a client has grown unhappy reads as a defensive move. tuyaform records a simple electronic signature (SES), the tier recognized under the ESIGN Act, UETA, and eIDAS for ordinary service agreements, and returns a sealed PDF with an audit trail of who signed and from where. That is evidence of what was agreed, not a guarantee any term will be upheld where you practice. Email a private client the agreement — 30 emailed requests a month are free — or give a cohort one unlimited signing link.