Health Coaching Contract Template

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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 heath coaching contract.

So read on!

Why do you need a health 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 health 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 health coaching contract templates 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 template.

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.


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?

A great coaching contract lays out the responsibilities for the coach and the client. It outlines the goals and more importantly the boundaries. A clear structure of how the agreement will work is what makes a successful 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.

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.

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

Template preview

Health Coaching Contract Template

Health Coach Contract Template

Health Coach Contract Template
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

This contract (the "Contract") is between Client (the "Client") and Acme, LLC (the "Coach").

The Contract is dated [the date both parties sign].


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.

The Client wishes to engage the Coach's services in order to achieve the following: [COACHING GOALS OR ATTACH STATEMENT OF WORK "Please see the attached Statement of Work."]

1.2 Schedule. The Coach will begin work on [START DATE] and will [END DATE OR "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 telephone" or "by video conference" or "in person"] [NUMBER OF DAYS] days per [week/month] for [AMOUNT OF TIME] [minutes/hours].

1.3 Payment. The Client will pay the Coach ["a flat fee of $XXX USD." or "in milestones totaling $XXX USD" or "an hourly/daily/weekly/monthly rate of $XXX USD"]. Of this, the Client will pay the Contractor [$XXX USD] before work begins. [The milestones will be invoiced as follows: INSERT MILESTONE SCHEDULE]

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

1.5 Invoices. The Coach will invoice the Client ["at the end of the project." or "in accordance with the milestones in Section 1.3."] The Client agrees to pay the amount owed within [NUMBER OF DAYS] day of receiving the invoice. Payment after that date will incur a late fee of [X%] per month on the outstanding amount.

1.6 Support. The Coach [will/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 [INSERT COACH'S CERTIFYING ORGANIZATION].
  • 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 Notices.

(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.


Health Coach Contract Template
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.