7 Simple Steps to Implement a Coaching Terms and Conditions Template For Easy Onboarding
Want to know how to implement your coaching terms and conditions template in your client onboarding system? I’m telling you the exact steps to creating a system for an easy and quick onboarding process.
Contracting with clients for your coaching program can be awkward, and if you’re anything like me, you want to make the onboarding process as easy and quick as possible. As a lawyer myself who sells a coaching terms and conditions template to coaches like you, I am telling you exactly how to implement your coaching terms and conditions template for an easy, smooth and fast onboarding process (without the awkwardness).
You will learn about how to implement your coaching terms and conditions template the right way (as opposed to awkwardly sending your clients a coaching terms and conditions template pdf to agree to) so that your clients will quickly onboard and agree to your coaching agreement template free from any awkwardness.
After learning the simple steps to implement your coaching terms and conditions template, you will onboard clients with ease while being fully protected!
This post is all about how coaches should implement a coaching terms and conditions template for a smooth, easy and quick onboarding system without any awkwardness.
Ultimate Coaching Terms and Conditions Template
Implementing your coaching agreement template free from awkwardness
These are the exact steps to implement your coaching terms and conditions template for an easy, quick and smooth onboarding process.
Step 1. Create a list of information you require
Think of all the information you need from your clients to:
determine whether you and the potential client are the right fit, and
be able to contract and work with them.
1. Determining whether your client is the right fit
What information you may require from your clients to determine whether they are the right fit depends on the coaching services you provide. You also want to be the right fit for them.
If you are a fitness coach, for example, you may want to know what your client’s dietary requirements and allergies are so you know whether your meal plan is the right fit for them. You may also want to know whether your clients have any injuries or illnesses that may not make them the right fit for your training program.
If you are a life coach, you want to ensure that your clients’ do not have any mental health issues that require the help of a therapist, psychiatrist or other medical professional. Read more about that in my blog post on the 5 Essentials Every Life Coach Must Have in Their Life Coach Terms and Conditions.
If you are a business coach in a specific niche, you may want to know what type of businesses your clients have and what their pain points are in their business that they may want help with.
If part of your coaching program includes an app that is only available for download on iPhones, you want to ensure that your clients have iPhones and not Android phones.
Think of all the reasons why certain clients may not be compatible with you or your program, and ensure you ask the right questions to avoid any incompatibility.
2. Information for contracting and working with clients
Then, there is practical information you require from your clients regarding their identity and contact details. You will at least want to ask for the following information:
First and last name of the client
Date of birth
Personal address and country
Email
Any other information you require from your clients for your coaching services
This is all the information you need for your coaching terms and conditions template.
Step 2. Put your questions in a registration form
Now that you have listed all your questions for your (potential) clients, you need to create an online registration form that your clients can fill out and submit.
If you have a website for your coaching services, you can create a page for your registration form that can be submitted through your website.
If you do not have a website but want to invest in client management software, you can use a CRM system like Dubsado. You can then just share the link to your registration form with whoever is interested in joining your program.
If you do not want to invest your time or money in a website or a CRM system, you can also use Google Forms to create your own free registration form that you can share with anyone online.
Step 3. Incorporate your coaching terms and conditions template
Now that you have incorporated all your questions in your online registration form, you need to incorporate a link to your coaching terms and conditions template.
And you can’t just insert a link to your coaching terms and conditions template pdf. For your coaching terms and conditions template doc to be legally binding, one major component is to have your clients agree to your coaching terms and conditions template.
Thus, you must include a checkbox in your registration form with a statement next to it stating that the client agrees to those terms (embed the link to the terms AND your privacy policy). Here is an example of a statement you can use:
“By submitting this application form, I agree to the Coaching Terms and Conditions and the Privacy Policy.”
Embed a link to the Coaching Terms and Conditions in “Coaching Terms and Conditions”.
Step 4. Use a coaching terms and conditions template with the proper wording
Having your clients agree to your coaching terms and conditions template is just ONE of the components needed to have a legally binding agreement with your client.
The second component you need is the correct wording coaching terms and conditions template. Only then will the terms form a legally binding contract between you and your client. More specifically, your terms and conditions must include a clause ensuring that checking the checkbox constitutes an (electronic) signature.
If you do not have a coaching terms and conditions template that includes such a clause, you can use my coaching terms and conditions template, which does include the proper wording. You can learn more about my template on this page of my contract shop!
Step 5. Include your privacy policy
Noticed that my example statement in step 3 included “privacy Policy”?
A privacy policy is mandatory when you are collecting personal data. As you are asking (potential) clients to share their personal information with you, you must, by law, inform them about how you could use that information.
Thus, you must also embed a link to your privacy policy in “Privacy Policy.”
Don’t have a privacy policy? You can get the complete Legal Website Bundle, which includes a privacy policy but also the terms of use and disclaimers to protect your business, on this page of my contract shop.
Step 6. Confirm acceptance of the client (optional)
If just anyone can access your registration form, and you want to ensure that the person submitting the form is the right fit for you before entering into a contract with them as your client, you can make it subject to your approval.
Again, your coaching terms and conditions template should include the proper wording that states that a legally binding contract between you and the client is only formed when you send the client a confirmation of your acceptance or approval. My coaching terms and conditions template includes a clause with such wording.
However, if only certain people that you have pre-approved can sign up through your registration form, you don’t need to make the admission to your program subject to your approval. My coaching terms and conditions template includes an alternative clause that allows for that, too.
Step 7. Get paid
Once your client has submitted the registration form (and you have approved the client), you should get paid!
If your client is not subject to your approval first, you can add a payment link to your subscription form or let the form redirect your client to a payment page upon submitting the form.
If your client is subject to your approval, you can send the client a payment link with your acceptance email.
Always ensure you get paid first before you provide your coaching services to the client or allow your client access to any of the material or information within your coaching program.
That way, you are always ensured of getting paid.
Do you need an easily implementable coaching terms and conditions template free of awkwardness?
I sell a 1-on-1 coaches contract template, which includes two templates: a coaching contract (that can be signed digitally as a coaching agreement pdf) and a coaching terms and conditions template you can include in your registration form.
They both include the proper wording to make them legally binding, and the coaching terms and conditions template includes the specific wording needed for implementation in a registration form.
And these templates include specific clauses for your coaching niche!
Find out more about my coaching terms and conditions template and purchase it on this page of my contract shop!
Why you should choose a coaching terms and conditions template instead of a coaching agreement pdf
Still contemplating whether you should implement an onboarding system with a registration form or have your clients sign a coaching agreement pdf that you send by email?
Learn more about why you should use a coaching terms and conditions template in this blog post on the 5 Reasons to Use Online Coaching Terms and Conditions Instead of a Contract.
This post was all about the simple steps to implement a coaching terms and conditions template for a smooth onboarding process.
Want to avoid some of the most common mistakes all coaches make in their coaching terms and conditions template? Read this blog post on the 7 Major Mistakes to AVOID in Your Coaching Terms and Conditions (No One Talks About).
Are you a life coach who needs a coaching terms and conditions template? Before you use a coaching agreement template free of charge from Google, read this blog post on the 5 Essentials Every Life Coach Must Have in Their Life Coach Terms and Conditions.
Are you a coach that specialises in business coaching? Read this blog post on the 7 Essentials Every Business Coach Must Have in Their Business Coaching Terms and Conditions.
Do you need a coaching terms and conditions template? Find out more about my coaching terms and conditions template on this page of my contract shop!
