Health Coaching Contract Template

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Table of content

Have you ever wondered how a successful coaching agreement works? What are the typical elements of a health coach contract template for coaching services? 

How do you find a coach and get started on the coaching services to better health? 

In this blog post, the team at Bonsai will be discussing all of these questions and more. You will know everything you need to create a coaching contract. 

So read on!

Why do you need a coaching contract?

Coaching services can be a life-changing experience for both the coach and the client. It is a form of coach-client relationship that helps people achieve their goals. 

The best coaches are patient and deeply understand the person they're coaching. Without a well-crafted coaching agreement, both parties may not be satisfied with the arrangement. Here are key points when putting together a coaching contract:

1. Scope of work

Ensure that coach-client understands their roles and responsibilities in their health coaching program before signing anything. 

2. Duration of the contract

The contract agreement between the business coach and its client should be for a specific duration, for instance, 6-12 months. 

3. Compensation

Before you sign it, the coach-client confirms the terms and conditions of the coaching contract template. Since compensation is essential to a healthy coaching relationship, it's important to understand what constitutes a fair amount for both sides.

4. Payment methods

Coach-client involved in a health coaching contract should be clear about the payment terms. There are various options available, from installment plans to lump sum payments. 

To make things even smoother for both parties, it would help if the fee was fixed at the beginning of coaching sessions so everyone knows what they're getting into!

5. Renewal policy

A renewal policy is essential to satisfy you and your client with the service. By ensuring confidentiality, you protect your client's privacy and keep them informed about changes and updates to your services.

You should also set up a schedule for regular updates to keep both parties on track.

Types of coaching contracts

Several types of coaching contracts are available, each with advantages and disadvantages. 

For example, hourly coaching contracts usually last for an hour but can be extended if both parties are happy with the progress. On the other hand, monthly coaching contracts typically last for 12 weeks but can be extended if both parties are pleased with the progress made. 

Exclusive coaching contracts mean the professional coach will only work with one client at a time, benefiting both parties involved. Before signing up for a legal contract, it is essential to consider what you hope to gain from it - this will help you make an informed decision about which type best suits your needs.

What is the purpose of a health coaching agreement?

It is legal protection for the coach and their client/patient. In a written agreement, both parties know what they are getting into and can avoid conflicts because of a dispute resolution.

Furthermore, this contract sets out the expectations of the coach and clients, which helps ensure that the coach meets the needs of their clients. 

This way, everyone wins - from the clients who get access to high-quality services at an affordable price to the coach who can be proud of fulfilling contractual obligations without feeling stressed or overwhelmed.

Recommended reading: Take a look at our review of the best client management software for coaches. We'll list all the features of the latest and greatest customer relationship management programs you could use to organize your business.

How do we finalize the contract?

Health coaching is a valuable relationship that can help individuals achieve their health and fitness goals. Properly designing a contract can ensure that you and your client/patient are happy and satisfied with the arrangement. 

Additionally, make health coaching a partnership that works for both sides, and ensure all details are covered so there are no misunderstandings or disputes. 

The Coaching Services Negotiated

Firstly, it is essential to be clear about what you want, including specifying the coaches' services and the frequency of appointments.

Secondly, have a final meeting where both parties can iron out all remaining details. 

Finally, all parties should agree to the entire draft contract, so there won't be any misunderstandings in the future. 

Ensuring confidentiality & trustworthiness

The contract is confidential information and trustworthy. A contract will also help minimize misunderstandings, keep everyone on track, and ensure all parties get what they expect from the coaching process. 

In case of any problems, both parties must clearly understand their respective roles and agree on how both parties will handle things should this not be the case. 

Finally, having a plan of action in place can go a long way toward preventing conflicts from occurring in the first place.

Sample of Health Coach Contract.

Sample of a coaching client agreement:

1. Name of health coaching organization:

XYZ Health Coach Inc.

2. Services provided:

The health coach will provide personal and group counseling services to its clientele, as needed or requested.

3. Initial appointment/s:

Appointments can be scheduled by emailing information about the desired session to [email protected].

Please include your full name, date of birth, and phone number in case scheduling needs arise after submitting the form. 

4. Payment schedule:

The health coach accepts payment through PayPal, Credit Card, or other approved methods of payment listed below. Fees will be outlined in advance and finalized before each session. Payments must be received at least 24 hours before appointment time unless alternate arrangements are made in advance by emailing information about the desired session to [email protected].

If there is no payment within 72 hours after agreeing to a service, the coach reserves the right not to provide services until the payment is clear.

5. Cancellation policy:

All appointments must be confirmed at least 24 hours in advance unless alternative arrangements are made by emailing information about the desired session to [email protected]. If cancels within 72 hours of an appointment, a full refund will be given minus any applicable service fees incurred. No refunds for canceled sessions without prior notice!

6. Potential conflicts of interest:

The health coach expects its client relationships with employees to separate their personal and professional lives while working with XYZ Health Coach Inc. 

7. Personal responsibility for health and diet is the client's alone. XYZ Health Coach Inc. can not be held liable or responsible for individual results achieved while working with the client.

Frequently Asked Questions

Why should you have a written contract when working with a health coach?

A written contract with a health coach is vital for a few reasons. First, it can help to protect both parties if something goes wrong. 

Without an agreement, it may be difficult to determine who is responsible for what if there is a dispute or disagreement. 

Additionally, having a contract can help to create trust and credibility between the parties. The agreement will encourage the coach to be more forthcoming with information and the client to follow through with their commitments more diligently.

Is there anything else to consider when completing the health coaching contract template?

It would be best to consider a few things when creating your health coaching contract. 

1. Create a client's beware clause to protect coaches from unforeseen costs or problems with your health coaching program. 

2. Create an exit policy so that you can terminate your contract if things don't work out for either party


We have outlined the importance of coaching, explained what a health coaching contract is, and listed the benefits of coaching for individuals and coaching businesses. You can create a successful coaching contract to benefit clients and your coaching business. 

Frequently Asked Questions

Questions about this template.

How do you write a coaching contract?

Begin by customizing one of Bonsai's pre-made templates. Our contract's are legally reviewed by attorneys and lawyers so you can have a peace of mind from future mishaps. Edit the terms of service, client information, payment info, schedule/deliverables, fees and cancellation policy.

What makes a good coaching contract?

Yes, when a contract is signed by both participating parties, an agreement is legally-binding. That is why you should use a contract template that are legally reviewed by lawyers (like the free ones provided by Bonsai) so you can be covered.

Is a coaching agreement a legal document?

Yes, when a contract is signed by both participating parties, an agreement is legally-binding. That is why you should use a contract template that are legally reviewed by lawyers (like the free ones provided by Bonsai) so you can be covered.