Terms and Conditions

Client Name, _______________________________

Client Company Name: ___________________________________(If Applicable)

Client 

Phone: ___________________________________________________

Client 

Email: ___________________________________________________

Hereby referred to as the “Client”

Client Name, _______________________________

Client Company Name: ___________________________________(If Applicable)

Client Phone: ___________________________________________________

Client Email: ___________________________________________________

The Coach agrees to provide Coaching Services for the Client focusing on the following topics/results/outcomes/goals attached to this Agreement as Schedule A.

Description of Coaching: Coaching is partnership (defined as an alliance, not a legal business partnership) between the Coach and the Client in a thought-provoking and creative process that inspires the client to maximize personal and professional potential. It is designed to facilitate the creation/development of personal, professional or business goals and to develop and carry out a strategy/plan for achieving those goals.

1. Coach-Client Relationship 
   1. Coach agrees to maintain the ethics and standards of behavior established by the International Coach Federation “(ICF)” (Coachfederation.org/ethics). It is recommended that the Client review the ICF Code of Ethics and the applicable standards of behavior.
   2. Client is solely responsible for creating and implementing his/her own physical, mental and emotional well-being, decisions, choices, actions and results arising out of or resulting from the coaching relationship and their coaching calls and interactions with the Coach. As such, the Client agrees that the Coach is not and will not be liable or responsible for any actions or inaction, or for any direct or indirect result of any services provided by the Coach. Client understands coaching is not therapy and does not substitute for therapy if needed, and does not prevent, cure, or treat any mental disorder or medical disease.
   3. Client further acknowledges that they may terminate or discontinue the coaching relationship at any time.
   4. Client acknowledges that coaching is a comprehensive process that may involve different areas of their life, including work, finances, health, relationships, education and recreation. The Client agrees that deciding how to handle these issues, incorporate coaching principles into those areas and implementing choices is exclusively the Client’s responsibility.
   5. Client acknowledges that coaching does not involve the diagnosis or treatment of mental disorders as defined by the American Psychiatric Association and that coaching is not to be used as a substitute for counseling, psychotherapy, psychoanalysis, mental health care, substance abuse treatment, or other professional advice by legal, medical or other qualified professionals and that it is the Client’s exclusive responsibility to seek such independent professional guidance as needed. If Client is currently under the care of a mental health professional, it is recommended that the Client promptly inform the mental health care provider of the nature and extent of the coaching relationship agreed upon by the Client and the Coach.
   6. The Client understands that in order to enhance the coaching relationship, the Client agrees to communicate honestly, be open to feedback and assistance and to create the time and energy to participate fully in the program
2. Services

The parties agree to engage in a ___ month Coaching Program through (describe method(s), e.g., in-person, internet, telephone) meetings. Coach will be available to Client by e-mail and voicemail in between scheduled meetings as defined by the Coach (describe those terms here). Coach may also be available for additional time, per Client’s request on a prorated basis rate of ________ (for example, reviewing documents, reading or writing reports, engaging in other Client related services outside of coaching hours).

1. Schedule and Fees 
   1. Start Date: This coaching agreement is valid as of ______________
   2. Location: Sessions will be held  __________ (location; e.g. via zoom) 
   3. Sessions are scheduled for  ___________ hour(s) unless otherwise agreed upon prior to. 
   4. Fees: The client will be billed at the standard coaching rate and giving a free consultation upon signing up. Clients can choose if they want bi-weekly or weekly coaching. That will be decided in the consultation meeting. 
   5. Pricing and Rate:
      1. 1 hour session for $200
      2. 30 minute session for $100 
   6. Receipt of Payment: All fees must be paid 72 hours in advance If payment is not received 24 the session will be marked as a cancellation.
   7. Accepted Forms of Payment: Client’s will be invoiced via zelle, cash, check, or eCheck. Zelle is preferred.
2. Cancellations, Reschedules 

Cancellation Policy Client agrees that it is the Client's responsibility to notify the Coach 24 hours in advance of the scheduled calls/meetings. Coach reserves the right to bill Client for a missed meeting. Coach will attempt in good faith to reschedule the missed meeting

Unused package deal hours may be transferred to friends and family members. Please contact the Coach in advance to transfer the information

If the Client is late for an appointment please understand that respecting following clients, the session may still need to finish at the agreed time. 

If you are more than 20 minutes late of our agreed start time & the Coach has not been contacted, it will be assumed the Client has cancelled. 

1. Procedure
   1. Location & Time: The time of the coaching meetings and/or location will be determined by Coach and Client based on a mutually agreed upon time and location. The location may be in-person, over the phone or a video call. 
   2. If by video call: The Coach will provide a link to the video meeting prior to the session. The Client agrees to be online and ready to video chat 5 minutes prior to the selected meeting time, so that the session may begin on time. 
2. Confidentiality 

This coaching relationship, as well as all information (documented or verbal) that the Client shares with the Coach as part of this relationship, is bound by the principles of confidentiality set forth in the ICF Code of Ethics. However, please be aware that the Coach-Client relationship is not considered a legally confidential relationship (like the medical and legal professions) and thus communications are not subject to the protection of any legally recognized privilege. 

The Coach agrees not to disclose any information pertaining to the Client without the Client’s written consent. The Coach will not disclose the Client’s name as a reference without the Client’s consent. 

Confidential Information does not include information that: 

1. was in the Coach’s possession prior to its being furnished by the Client; 
2. is generally known to the public or in the Client’s industry;
3. is obtained by the Coach from a third party, without breach of any obligation to the Client; 
4. is independently developed by the Coach without use of or reference to the Client’s confidential information; or 
5. the Coach is required by statute, lawfully issued subpoena, or by court order to disclose; 
6. is disclosed to the Coach and as a result of such disclosure the Coach reasonably believes there to be an imminent or likely risk of danger or harm to the Client or others; and 
7. involves illegal activity. The Client also acknowledges his or her continuing obligation to raise any confidentiality questions or concerns with the Coach in a timely manner.
8. Release of Information (Optional, based upon specific situation)

The Coach engages in training and continuing education, pursuing, and/or maintaining CLCI and/or International Coach Federation Credentials. That process requires the names and contact information of all Clients for possible verification by CLCI. By signing this agreement, you agree to have only your name, contact information and start and end dates of coaching shared with CLCI staff members and/or other parties involved in this process for the sole and necessary purpose of verifying the coaching relationship, no personal notes will be shared.

Client Agrees ___________(Client Initial)  

Client Refuses ________(Client Initial)

According to the ethics of our profession, topics may be anonymously and hypothetically shared with other coaching professionals for training, supervision, mentoring, evaluation, and for coach professional development and/or consultation purposes.

1. Record Retention Policy (Optional, if the Coach as adopted such a policy)

The Client acknowledges that the Coach has disclosed client’s record retention policy with respect to documents, information and data acquired or shared during the term of the Coach-Client relationship. Such records will be maintained by the Coach in a format of the Coach’s choice (print or digital/electronic) for a period of not less than ___ years.

1. Termination 

Either the Client or the Coach may terminate this Agreement at any time with 1 week written or verbal notice. Client agrees to compensate the Coach for all coaching services rendered through and including the effective date of termination of the coaching relationship.

1. Limited Liability

Except as expressly provided in this Agreement, the Coach makes no guarantees, representations or warranties of any kind or nature, express or implied with respect to the coaching services negotiated, agreed upon and rendered. In no event shall the Coach be liable to the Client for any indirect, consequential or special damages. Notwithstanding any damages that the Client may incur, the Coach’s entire liability under this Agreement, and the Client’s exclusive remedy, shall be limited to the amount actually paid by the Client to the Coach under this Agreement for all coaching services rendered through and including the termination date.

1. Entire Agreement 

This document reflects the entire agreement between the Coach and the Client, and reflects a complete understanding of the parties with respect to the subject matter. This Agreement supersedes all prior written and oral representations. The Agreement may not be amended, altered or supplemented except in writing signed by both the Coach and the Client.

1. Dispute Resolution

If a dispute arises out of this Agreement that cannot be resolved by mutual consent, the Client and Coach agree to attempt to mediate in good faith for up to (certain amount of time such as 30 days) after notice given. If the dispute is not so resolved, and in the event of legal action, the prevailing party shall be entitled to recover attorney’s fees and court costs from the other party.

1. Severability

If any provision of this Agreement shall be held to be invalid or unenforceable for any reason, the remaining provisions shall continue to be valid and enforceable. If the Court finds that any provision of this Agreement is invalid or unenforceable, but that by limiting such provision it would become valid and enforceable, then such provision shall be deemed to be written, construed, and enforced as so limited.

1. Waiver 

The failure of either party to enforce any provision of this Agreement shall not be construed as a waiver or limitation of that party's right to subsequently enforce and compel strict compliance with every provision of this Agreement.

1. Applicable Law 

This Agreement shall be governed and construed in accordance with the laws of the State of California, without giving effect to any conflicts of laws provisions.

1. Binding Effect

This Agreement shall be binding upon the parties hereto and their respective successors and permissible assigns.

Please sign both copies and return one copy of this Client Agreement prior to the first scheduled coaching meeting. Retain one copy for your records and mail the other to:

Coach and Address:________________________________________

BY SIGNING THIS CONTRACT BOTH THE COACH & CLIENT CERTIFY THAT THEY HAVE READ THIS CONTRACT AND THAT THEY FULLY UNDERSTAND ITS CONTENT. THAT THEY UNDERSTAND AND AGREE TO THE TERMS AS DESCRIBED WITHIN THE CONTRACT  AND THAT THEY ARE SIGNING IT WITH THEIR OWN FREE WILL.

__________________________

Client’s  Signature 

__________________________ 

Client’s Name:   

Date ___________

_______________________

Client’s  Email: 

__________________________

Coach’s  Signature 

__________________________ 

Coach’s Name:   

Date ___________

_______________________

Coach’s  Email: 

Common items in a terms and conditions agreement allow you to:

• Withdraw and cancel services, and make financial transactions.
• Manage customer expectations, such as liability for information errors or website downtime.
• Explain your copyright rules, such as attribution, adaptation, commercial or non-commercial use, etc.
• Set rules for user behavior, like forbidding unlawful behavior, hate speech, bullying, promotions, spam, etc.
• Disable user accounts.
• Write down any other terms or conditions that protect you or your audience.