Template library · Consent & legal
Coaching Agreement template
Sets out the working relationship between coach and client.
Sets out the working relationship between coach and client.
- 12 fields across 10 sections
- Included with MyWellOps
- Edit it, or save your own version
What’s in it
1. Scope of Coaching
- Coaching is a collaborative, non-directive process focused on personal or professional development. It is not therapy, counselling, medical advice, or a substitute for legal or financial advice. The client remains responsible for their own decisions and outcomes.
2. Sessions and Format
- Sessions will be scheduled by mutual agreement and delivered in person, by video call, or by phone as agreed. Either party may reschedule with at least 24 hours' notice; late cancellations may be charged in full.
3. Fees and Payment
- Fees are set out in the coach's current rate card and are payable in advance unless otherwise agreed in writing. Outstanding invoices unpaid after 14 days may result in suspension of sessions.
4. Confidentiality
- Information shared during sessions is treated as confidential, except where disclosure is required by law, where there is risk of serious harm to the client or others, or with the client's written consent. Personal data is processed under the UK GDPR and Data Protection Act 2018.
5. Term and Termination
- Either party may terminate this agreement at any time with written notice. Fees for sessions already delivered remain payable; fees for undelivered sessions will be refunded or credited as agreed.
6. Limitation of Liability
- The coach's liability for any claim arising from this agreement is limited to the fees paid for the sessions in question, except where liability cannot be limited by law (including death or personal injury caused by negligence).
Client Information
- Full NameText
- AddressText
- PhoneText
- EmailText
Coach Information
- Coach NameText
- Accreditation No.Text
Emergency Contact
- Contact NameText
- Relationship / PhoneText
Agreement and Signature
- Client SignatureSignature
- Date signed (client)Date
- Coach SignatureSignature
- Date signed (coach)Date
- By signing below, both parties agree to the terms of this coaching agreement.
When to use it
Use a consent form before treatment starts, and again when what you are doing changes, so the client’s agreement is recorded in writing alongside their notes.
How it works in MyWellOps
- Edit the wording to match your service and your professional body’s guidance.
- Send it to the client to read and sign in their client portal; if it isn’t signed, they get an email reminder after 3 days.
- The signed copy stays on the client’s record.
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