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Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Coaching Terms and Conditions Template

Fully editable with standard terms and clauses. Send and e-sign it online.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Many people think coaching is about giving personal advice and helping someone achieve their goals. But what happens after the coaching session is over? What about the terms and conditions the client and the coach agree to? 

This blog outlines the crucial details of the coaching term and condition template and explains why they are so important. 

Not only will this document help to prevent any misunderstandings or disputes down the line, but it will also ensure that both parties are satisfied with the relationship. So whether you're a coach or a client, keep these terms and conditions in mind!

Note: If you are a coach, try our terms and service template here to start a new client relationship. Our template software also comes with a lot of other tools like tax, task management, time tracking and more. Try a 7-day free trial today.

What is a coaching term and condition?

You need to have clear terms in your coaching contract to ensure that you and your client are on the same page.

A life coaching term and condition is a contractual agreement between you and your client that outlines the terms of your coaching relationship. It's essential to have a template to help you easily create and update the terms and protect both your rights and your client's. 

Ensure to include things like the duration of the coaching process, payment terms, and other important information. By having clear terms in place, you can enjoy a successful coaching relationship that benefits you and your client.

Furthermore coaching terms and conditions dictate the relationship between you and your life coaching or business coaching client. By having clear and concise terms and conditions in place you mitigate the risk of any issues or disputes that come up. Coaching terms and conditions protect clients and protect life coaches from issues that stem from disagreements. It is a legally binding document.

Why are coaching terms and conditions important?

You must take care of your clients. Why? Because coaching is an important service that can help your client achieve their goals. 

And they must know what they're getting into. That's why having clear terms and conditions is so important. It helps to ensure that both parties are aware of their obligations and are happy with the coaching relationship. 

Protecting your copyright and intellectual property

The coaching contract template should protect any copyright and intellectual property rights. It is essential to take the appropriate steps to safeguard your rights and prevent disputes.

What should be included in a coaching term and condition?

Regarding coaching, it's essential to have clear terms and conditions that outline everything expected of both parties. This will help to prevent any misunderstandings.

Ensure to outline the program in detail when coaching services are negotiated, including the number of sessions provided and the cost. 

Description of the coaching services 

When a client decides to hire someone for coaching services, the terms and conditions of the coaching contract template are fundamental.

The document should detail everything a client needs to know to sign up for the service (including information about the coaching service package, requirements from the client, free coaching contract, and cancellation policy).

The legal document should be clear about who will be responsible for any damages that may occur during service delivery - this could include losses due to negligence on the part of either party. 

Coaching contracts usually have an expiration date so that both parties know when it's time to move on if everything goes smoothly or ends early if there are disputes or problems between them as agreed upon upfront in written terms.

Duration and scope of the coaching contract

It is essential to state the duration and scope of the coaching contract in the terms and conditions. Detailed duration and scope will help avoid any disputes or misunderstandings arising. In addition, both sides must be aware of their respective fees so that a dispute does not arise.

If necessary, you can mention in the contract that the coach makes no guarantees, expressed or implied, concerning the coaching services negotiated, agreed upon, and rendered.

Termination clause

A termination clause is a vital part of any coaching agreement, as it allows both the coach and client to be clear about what will happen in case of a break from the contract. 

Make sure your clause is easy to understand and includes detailed information on payment terms and steps if the coach cannot continue working with the client for various reasons.

Identification of the client

When it comes to coaching business, clarity and simplicity are the keynotes. The terms and conditions should be easy to understand and concise - this will enable both client and coach to focus on the task. 

It is also important that the contract clearly states what each party can expect from the coaching session. In addition, make sure there's a clause specifying how the coach/client should resolve disputes if they arise through mediation or arbitration. 

Most importantly, always identify whom you are working with before getting started - this way, you avoid any misunderstandings or disagreements due to the misidentification of your prospective client.

Compensation and benefits for coach/client relationship

When starting a coaching relationship, it is essential to have a clear understanding of the compensation and benefits package. This document should contain all relevant information such as remuneration, payment methods, Etc. 

It is also important to clarify who pays for what - client or coach? If you are the life coach, specify which services or training sessions will require payment in advance. Lastly, ensure that both parties understand the terms and conditions of the coaching agreement before getting started!

Confidentiality clause

A confidentiality clause is vital to protect the client's information in any business contract. For this clause to work, it is essential that both parties are clear on their obligations and understand what can and cannot be disclosed. 

It is also necessary to document all changes or progress made during the coaching session to record how things progressed. Finally, ensure you access coaching session recordings to avoid missing any relevant details.

Conflict resolution processes

Conflict resolution is an essential process in any coaching relationship. Having clear and concise coaching terms and conditions will let both parties know what to expect during the coaching session. 

The document should outline the terms and conditions of the coaching relationship, including what will happen if there is a conflict. The contract should also update regularly to reflect changes in the situation or relationships.

What if my client wants to ammend their agreement?

If your client wants to amend the entire agreement, always put their best interest first. This includes making sure their expectations match reality and abiding by contractual obligations. 

You should have a drafted agreement ready, so your client knows what they're getting into.

Can you create coaching terms and conditions from scratch?

While it is easy to find pre-written coaching terms and conditions templates online, we strongly encourage you to use templates written and vetted by legal professionals with strong backgrounds in coaching. Bonsai terms and conditions templates can help you get protected and get in compliance today.


The coaching term and condition template is an important document that outlines the terms and conditions of your coaching relationship with your client. 

By ensuring that all important information is in the legal document, you can set clear expectations for your client relationships and ensure that your client's best interests are always a priority. 

To create a coaching term and condition template, you will need a coach form template to gather information about your client, the type of coaching you are offering, and the client's goals. Once you have this information, creating a template that outlines the terms and conditions of your coaching businesses is easy. Happy coaching!

Frequently Asked Questions

Questions about this template.

What is the purpose of a coaching agreement?

A coaching agreement clarifies the topic of the services. Like the sessions, the client's goals, what's essential to them about the subject, and what the client wants to talk about.

Do coaches have contracts?

Yes, coaches should have legal contracts in place to protect their business from future litigation. Bonsai has a library of legally reviewed contract templates you can customize/personalize to kick start a new client relationship. Try one of our per-made templates at no cost.

What is a coaching structure?

A framework for an organized approach to coaching is known as a coaching structure. It outlines how coaching actions should be planned and carried out, beginning with observations and ending with the behavioral goals that we as coaches want the coachee to attain.