ClauseryFree coaching agreement template (Word)
A coaching agreement for business, career and life coaches: the program, number and length of sessions, group or one-to-one, optional messaging between sessions, package or per-session fees, rescheduling, confidentiality, a clear statement that coaching is not therapy or professional advice, and ending the agreement.
No sign-up. Your answers stay in your browser. Who it is for: Coaches who sell packages or single sessions, and clients who want to know what they are paying for.
Updated · Word (.docx) · Free to use and adapt
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What is in the coaching agreement
- Program, sessions, format and focus
- Group or one-to-one
- Optional messaging between sessions
- Package fee or per-session fee
- Rescheduling, missed sessions and expiry
- Coaching is not therapy or professional advice; no guaranteed results
- Confidentiality and its limits
- Ending the agreement and refunds
Read the full template
This is the complete wording. [Labels] are filled in from your answers, and highlighted text only appears when it applies; hover over it to see when.
COACHING AGREEMENT
This Coaching Agreement is made on [Agreement date] between [Coach name] (the "Coach") and [Client name] (the "Client").
1. The program
The Coach will provide [Program name]: [Session count] groupone-to-one sessions of [Session length], held [Session format], starting on [Start date]. The focus is [Coaching focus]. Between sessions, the Client may message the Coach by [Messaging channel], and the Coach replies within [Reply days] business days.
2. Fees
The fee for the program is [Package fee], payable [Billing schedule].The fee is [Session fee] per session, payable before each session. Fees are paid by [Method of paying].
3. Rescheduling and cancellation
Either party may reschedule a session with at least [Reschedule notice hours] hours' notice. A session the Client cancels with less notice, or misses, counts as used. Sessions not used within [Sessions expire days] days of the start date expire.
4. What coaching is and is not
Coaching is a partnership to help the Client set and reach their own goals. It is not therapy, counselling, or medical, legal or financial advice, and the Coach will suggest the Client seek a qualified professional where that is needed. The Client is responsible for their own decisions and results, and the Coach does not guarantee any particular outcome.
5. Confidentiality
The Coach keeps what the Client shares confidential, except where the Client agrees, where the law requires disclosure, or where there is a serious risk of harm to the Client or others. Group participants are asked to keep what others share in the group confidential.
6. Ending the agreement
Either party may end this agreement by written notice. If the Client ends it, [Refund terms].The Client pays only for sessions already held. This agreement is governed by the laws of [Governing law].
Coach: ____________________________ Date: ______________
Client: ____________________________ Date: ______________
The questions you answer
Clausery turns the template into a short questionnaire. Optional parts only appear when they apply.
| Question | Type | Asked when |
|---|---|---|
| Agreement date | Date | Always |
| Coach name | Short text | Always |
| Client name | Short text | Always |
| Program name | Short text | Always |
| Session count | Number | Always |
| Is group program | Yes / no | Always |
| Session length | Short text | Always |
| Session format | Short text | Always |
| Start date | Date | Always |
| Coaching focus | Short text | Always |
| Includes messaging | Yes / no | Always |
| Messaging channel | Short text | If “Includes messaging” is yes |
| Reply days | Number | If “Includes messaging” is yes |
| Is package fee | Yes / no | Always |
| Package fee | Money | If “Is package fee” is yes |
| Billing schedule | Short text | If “Is package fee” is yes |
| Session fee | Money | If “Is package fee” is no |
| Method of paying | Short text | Always |
| Reschedule notice hours | Number | Always |
| Sessions expire days | Number | Always |
| Refund terms | Long text | If “Is package fee” is yes |
| Governing law | Short text | Always |
How to use it
Open it
Click Fill it in now. The template opens in Clausery with its questionnaire ready.
Answer the questions
Work through the sections. Drafts save as you type, on your device.
Download the document
Get a finished Word file with your formatting intact, or print it to PDF.
Prefer to start from your own wording? Download the Word file, edit it, keep the {tags}, and upload it to Clausery. See the template syntax.
Questions
What should a coaching contract include?
What the client gets (sessions, length, format), the fee and when it is paid, rescheduling and cancellation rules, confidentiality, that coaching is not therapy or professional advice, and how either side can end it.
Should a coaching agreement guarantee results?
No. Results depend on the client's own actions. Promising outcomes invites disputes and, in some places, consumer law problems.
How do refunds work for coaching packages?
Say it in the agreement: for example, a refund for unused sessions, or no refund after a set point. Clear terms avoid arguments later.
Is it really free?
Yes. The download is free, and filling it in with the Clausery app is free too, with unlimited documents. Library templates never count towards a plan limit, and no account or card is needed.
Is my information uploaded anywhere?
No. Clausery runs entirely in your browser. Your answers and the finished document are created and stored on your own device.
Is this legal advice?
No. These are general samples. Laws differ between countries and states, so have the wording reviewed for your situation before you rely on it.
Free tool: Freelance rate calculator: price a coaching package
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This template is a general sample and not legal advice. Laws vary by jurisdiction; have it reviewed before use.