Who are these Coaching Terms and Conditions for?
These Coaching Terms and Conditions can be used by a sole trader or company providing coaching services to individuals or businesses. They work for online or in-person coaching, memberships or one-off services, and can also include any online course modules or materials you provide. The answers you provide in the Q&A will tailor the terms to your specific requirements.
The Terms and Conditions are designed to be displayed on your website, portal, app or otherwise provided directly to your clients. The Terms will apply to all your clients (but some of the specifics, such as price, will be as displayed on your website/portal or agreed directly with each client). Your clients must agree to the terms as part of their purchase. If you would like an individual agreement for each client (ie, you would like to agree specific services and related T&Cs) check out our Consultancy Services Agreement or Creative Services Agreement instead.
Why do I need Coaching Terms and Conditions?
Having clear terms with your clients allows you to protect your revenue (by agreeing what refund and cancellation options are available), protect your intellectual property in your content, limit your liability, set expectations with your clients, and look professional. By making your clients aware of these matters up front, you’ll reduce the potential for misunderstandings or disputes, encouraging your clients to return and to recommend you to others.
What do the Coaching Terms and Conditions cover?
The Terms and Conditions protect your valuable intellectual property rights in your content or coaching materials (as applicable) and make the parameters of your client’s rights to use your content clear. They set out what promises (or guarantees) you make to your clients and what your clients’ remedies are where you don’t meet these promises. Importantly, the Terms and Conditions also clearly state what you are not responsible for, such as the implementation of your advice, and include other appropriate disclaimers to limit your liability where your client incurs loss due to reliance on your advice. They also include timeframes for your clients to cancel or reschedule coaching sessions (where applicable) and details of any refunds available.
They also enable you to agree on the format of your sessions (ie, group, one-on-one, online, or in person) and your payment terms.
How long will it take to create my Coaching Terms and Conditions?
Around 10-15 minutes – do it over a coffee! During the Q&A you can save your progress to come back later, or repeat the Q&A to change an answer or produce a new version of a document.
What information do I need to complete the Q&A?
- The format of any sessions (eg, one-on-one, group, online or in-person)
- Payment terms – invoicing, payment timing, subscription terms (if applicable) and accepted payment methods
- Whether you’ll be providing coaching or content to business customers only or also to consumers eg. life coaching
- Refund policy
- Cancellation and rescheduling notice periods for coaching sessions
What if I need help?
On Your Terms has teamed up with Luminate Legal to offer its customers the option of obtaining legal advice from a lawyer to provide extra assurance and peace of mind. If you would like to ask a lawyer some quick questions about your document (or your responses to the Q&A), or have your document reviewed/edited by a lawyer, click here to view and select Luminate Legal's packages and fixed-fee pricing exclusively for On Your Terms customers.
What do I do once my Coaching Terms and Conditions are created?
Your Terms and Conditions are ready to go as soon as you download them. You can edit and brand as you wish. Your Terms and Conditions need to be made available to, and accepted by, your clients, before you start to provide any coaching services or content to them and before you take any payment. Either upload your Terms and Conditions to your website, portal, or app (with a “click here to accept our Terms and Conditions”) before taking payment or provide them directly to each client before they book with you.
Other helpful information:
- Check out our blogs and guides: Do I really need T&Cs?, Empowering Creatives: How to Protect your Copyright, How to Protect your Brand, Guide to Intellectual Property in NZ, Guide to Business Structuring
- You may also find these bundles or documents useful for your business: Coaching and Online Courses Essentials Bundle, Services Agreement, Consultancy Services Essentials Bundle, Creative Services Essentials Bundle, Individual Employment Agreement, Independent Contractor Agreement.
- Check out our FAQs
If you’re unsure whether these Coaching Terms and Conditions are what you need, reach out to us at hello@onyourterms.co.nz – we’re happy to help!
If you’re not satisfied with your purchase of this product for any reason, let us know why within 10 days of your purchase and we’ll work with you to make sure you’re happy, including giving you a full refund if necessary.
Disclaimer: On Your Terms was created to provide simplified, fast, and affordable access to legal information and documentation. We are not a law firm and do not provide legal advice. The information and documents we provide are of a general nature, designed for common situations, and may not be suitable for your needs or circumstances. If you need legal advice, we have a network of law firm partners able to help you here.