Coaching Terms and Conditions Template

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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.

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.

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.

Template preview

Coaching Terms and Conditions Template

First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.