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Coaching Agreement Form Template

Create clear agreements for your coaching clients

Are you struggling to define the terms of your coaching services? This Coaching Agreement Form Template helps coaches like you establish clear terms with your clients, ensuring everyone is on the same page. By using this easily customizable template, you'll save time, build trust, and minimize misunderstandings while maintaining professionalism. It's designed to work on any device, making it convenient for both you and your clients. Explore the live template to streamline your client onboarding process.

Use this Template (FREE) Live Preview
Your full name (client)
Email address
Phone number
Age range
Under 18
18-24
25-34
35-44
45-54
55-64
65+
Your time zone (e.g., Pacific Time, GMT+1)
Preferred communication channels for scheduling and reminders (select all that apply)
Email
SMS/Text
Phone call
Video (Zoom/Google Meet)
WhatsApp
Other
Please Specify:
Coaching goals or focus areas
Target start date
Accessibility or accommodations needed (if any)
Preferred session format
In person
Video
Phone
No preference
I understand this coaching is provided at no charge.
Yes
No
I agree to provide at least 24 hours notice to reschedule or cancel a session.
Yes
No
I understand that my coach will keep our conversations confidential to the extent permitted by law.
Yes
No
I understand the limits of confidentiality (for example, risk of harm or legal requirements may require disclosure).
Yes
No
I understand coaching is not therapy, counseling, medical, or legal advice.
Yes
No
I accept that I am responsible for my own decisions and actions.
Yes
No
Recording consent for sessions
I consent to audio recording
I consent to video recording
I consent to audio and video recording
I do not consent to recording
Not applicable
I consent to the processing and storage of my personal data for the purpose of delivering coaching services, in line with the privacy notice.
Yes
No
I consent to receive appointment reminders via the selected channels.
Yes
No
I acknowledge that either party may end the coaching relationship at any time.
Yes
No
Agreement effective date
Type your full name to sign
I have read, understood, and agree to this Coaching Agreement.
Yes
No
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Paper art illustration related to coaching agreement form template for FormCreatorAI article

When to use this form

Use this form when you onboard a new client or renew a package. It fits life, executive, wellness, and sports coaching, as well as agencies that manage multiple coaches. Define the scope, session cadence, fees, confidentiality, and cancellation rules before the first meeting. For clear payment details and invoice terms, pair it with the Service fee agreement form. To cover policies like rescheduling, IP, and dispute resolution, align it with a Terms and conditions form. Common scenarios include a 12-week program launch, a corporate coaching retainer, or a parent hiring a youth coach for a season. The result: shared expectations, fewer disputes, and on-time payments.

Must Ask Coaching Agreement Questions

  1. What outcomes and success metrics are we targeting?

    This focuses the plan and helps you set measurable milestones, like session attendance or specific performance goals. If you want clients to pledge behaviors between sessions, pair this agreement with a Commitment form.

  2. What services are included (and excluded) in the coaching scope?

    Clear inclusions and exclusions prevent scope creep and misunderstandings. It also guides proposals and keeps delivery consistent across packages.

  3. What is the session schedule, cancellation window, and rescheduling process?

    Stating timing and notice periods reduces no-shows and last-minute friction. It allows you to enforce fair rules and keep your calendar under control.

  4. What are the fees, billing schedule, and refund terms?

    Spelling out costs, due dates, and refunds cuts payment disputes and chargebacks. It also makes renewals and upsells easier because clients know the numbers.

  5. How will confidentiality, data, and materials ownership be handled?

    Addressing privacy and IP protects both parties and builds trust. It clarifies who owns notes, recordings, and tools, and how data will be stored.

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