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Health and Wellness Coaching Agreement by Verified Lawyer

Name: Health and Wellness Coaching Agreement Template
Brand: ContractsCounsel
Price: 32.0 USD
Availability: InStock
Rating: 5.0 (26 reviews)

This Coaching Agreement template was created by a verified lawyer on ContractsCounsel. Available for instant download, this editable document is designed to help you easily customize your Coaching Agreement for your specific needs. You also have the option to hire the lawyer who drafted the template for additional review or customization.

Randy M.

5.0 (26 reviews)

Template type:

Coaching Agreement

Headline:

Protect Your Coaching Practice with a Clear Health and Wellness Coaching Agreement.

Template Price:

$32

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Coaching Agreement

Description:

This 10-page Health and Wellness Coaching Agreement is a lawyer-drafted template that clearly defines the relationship between a coach and a client for health, wellness, and lifestyle coaching services. It explains exactly what coaching is (and is not), outlines the coaching package and fees, sets boundaries around medical and mental health issues, and includes robust disclaimers, privacy terms, and liability protections. The result is a professional, easy-to-read contract you can use with every new client to protect your practice, manage expectations, and support an ethical, high-trust coaching relationship. Who this Agreement is for: • Health and wellness coaches offering 1:1 or package-based coaching programs. • Fitness, nutrition, holistic, or lifestyle coaches who are not acting as licensed medical or mental health providers in the coaching relationship. • Therapists, dietitians, or other licensed professionals who also offer separate coaching services and need to clearly separate coaching from treatment. • Small coaching practices and solo practitioners who want consistent, lawyer-drafted paperwork for every client. • Online coaches, hybrid providers, and wellness entrepreneurs who coach via phone, video, or other virtual platforms. Key clauses included in this template: • Purpose of Agreement and Nature of Coaching. Explains the goal of the coaching relationship and defines coaching as a collaborative, educational process focused on behavior change and personal growth. • Medical, Mental Health, and Professional Disclaimers. Clarifies that coaching is not medical care, psychotherapy, or any licensed healthcare service, that no diagnosis or treatment is provided, and that the client must work with their own healthcare and other licensed professionals for medical, mental health, legal, tax, or financial advice. • Scope of Services and Coaching Package. Describes the coaching package details, including number and length of sessions, format (phone, video, in-person), duration, and between-session support, and distinguishes additional services that fall outside the package. • Fees, Payment, Refunds, and Chargebacks. Sets the total fee, payment schedule, acceptable payment methods, late fees, rates for extra services, refund options (including non-refundable or pro-rated structures), and a clear prohibition on chargebacks without good-faith resolution efforts. • Term and Termination. Defines when the Agreement starts and ends, allows either party to terminate, describes circumstances where the coach may end the relationship (nonpayment, inappropriate behavior, or needs beyond scope), and explains what happens to outstanding fees and refunds at termination. • Scheduling, Cancellation, and Rescheduling. Outlines how sessions are scheduled, the required notice to cancel or reschedule, when a missed or late-canceled session is forfeited, and how coach cancellations are handled. • Mutual Expectations and Client Responsibilities. Sets expectations for active participation, honest communication, completing action steps, informing the coach of relevant health conditions, and consulting appropriate professionals before making medical, legal, or financial decisions. • Coach Responsibilities and Professional Boundaries. Requires the coach to operate within their training and scope of practice, maintain appropriate boundaries, accurately represent qualifications, and recommend outside support when needed. • Confidentiality, Privacy, and Data Protection. Describes how client information is kept confidential, explains the lack of legal privilege compared to attorney or therapist relationships, lists exceptions for safety or legal requirements, and sets basic privacy, data use, and data breach notification practices. • Client Data Rights and HIPAA Status. Addresses client rights to access or correct personal information where required by law and clarifies whether HIPAA applies to the coaching business. • Intellectual Property and Materials. Confirms that all worksheets, frameworks, methods, and other coaching materials remain the coach’s intellectual property and grants the client a limited, personal-use license only. • Testimonials, Photos, and Marketing (Optional). Provides an optional structure for requesting testimonials and using client feedback or images in marketing, subject to separate written consent and revocation rules. • Assumption of Risk, No Guarantees, and Limitation of Liability. States that the client assumes risks related to lifestyle changes, confirms there are no guaranteed results, limits the coach’s liability to fees paid within a defined time period, and includes a waiver and release to the extent permitted by law. • Electronic Communications and Technology. Addresses session formats (phone, video, online platforms), technology and security risks, lack of emergency services via electronic channels, procedures for technical interruptions, and rules around recording sessions. • Dispute Resolution, Governing Law, and Venue. Encourages good-faith informal resolution first and provides options for either open legal remedies or binding arbitration, along with governing law and venue provisions. • Miscellaneous Business Terms. Includes entire agreement, amendment, severability, assignment, no waiver, independent contractor status, force majeure, and e-signature and counterparts language to round out a complete, professional contract. Use this Agreement to give every health and wellness client a clear, professional framework for your coaching work, and purchase and download the template today so you can start using it in your very next client onboarding.

Disclaimer:

Please note that using this templates does not constitute legal advise or establish an attorney-client relationship. These templates are intended for general informational purposes only, and may not be suitable for all specific legal needs. We strongly recommend counslting with licenced attorney for any legal advice pertaining to your situation. Unless you have representation from a attorney, you are representing yourself in any legal matter undertaken using our templates.

Coaching Agreement

About the Lawyer Selling this Template

Randy M.

Contract Attorney

Free Consultation

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5.0 (26)

Member Since:
August 8, 2025

Randy M.

Contract Attorney

Free Consultation

New York, NY

32 Yrs Experience

Licensed in VA

Regent University

Hi, I'm Randy. I've been practicing law for over 30 years, with extensive experience drafting, reviewing, and revising contracts for individuals, entrepreneurs, and businesses. I spent nearly 15 years running my own law practice in Richmond, Virginia, where I represented small business owners, professionals, entrepreneurs, and clients in the entertainment industry. That experience taught me that a good contract must do more than address legal requirements. It should clearly define the parties' rights and obligations, anticipate practical problems, and protect my client's interests if the relationship does not go as planned. Contract drafting and review are major parts of my practice. Over the course of my career, I've drafted and reviewed hundreds of agreements. I also review contracts prepared by other attorneys, businesses, and individuals to identify legal issues, assess enforceability, and identify potential compliance issues under current applicable law. My experience includes: • Prenuptial and postnuptial agreements • Employment and independent contractor agreements • LLC operating agreements for single-member and multi-member LLCs • Consulting, coaching, freelancer, and professional services agreements • Residential and commercial leases • NDAs and confidentiality agreements • Entertainment industry agreements • Business formation and corporate documents • Other commercial and business contracts I also have substantial experience preparing estate planning documents, including wills, trusts, powers of attorney, and advance medical directives. I'm currently based in New York City and am licensed to practice law in Virginia. I work remotely with clients on contract projects across the country. My approach is practical and straightforward. I take the time to understand the transaction, the client's objectives, and the risks that need to be addressed. I then draft an agreement that is clear, thorough, and usable in the real world. Whether you need a new agreement drafted, an existing contract reviewed, or revisions to a document you are negotiating, I can help you identify the important issues and prepare a contract that reflects your objectives. I would be glad to discuss your project and how I can help.

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Recent Review for Randy M.

"I cannot recommend Randy highly enough. From start to finish, he provided one of the most professional and thorough legal experiences I've ever had. This was my first time navigating a prenuptial agreement, and I wasn't sure what to expect. Randy exceeded every expectation. He conducted an incredibly detailed review of the agreement, carefully explaining each recommendation in plain language while supporting his findings with applicable Georgia law. His attention to detail was remarkable, and he identified issues that I never would have recognized on my own. What impressed me most was his responsiveness, clear communication, and genuine commitment to ensuring I understood every aspect of the agreement before signing. Our overall marriage license timeline was seriously delayed because my Fiancé's attorney (also from Contracts Counsel) stopped responding halfway through but Randy even caught several drafting errors from my fiancé's attorney that could have easily been overlooked. That level of diligence speaks volumes about the quality of his work. If you're looking for an attorney who is knowledgeable, meticulous, responsive, and truly advocates for his clients, Randy is an outstanding choice. I am incredibly grateful for his guidance and would not hesitate to work with him again or recommend him to family, friends, and colleagues. Thank you, Randy, for your exceptional service and for making such an important life decision much easier to navigate."

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Randy M.

Details:

Price:

$32

Type:

Coaching Agreement

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