The Ultimate 1-on-1 Coaching Agreement

What’s Included?

✅ the 1-on-1 Coaching Agreement you send to clients for e-signature — so your scope, payment terms, cancellation policy, and intellectual property are locked in before a single session takes place (works with DocuSign, Signaturely, HoneyBook, Dubsado, and any other e-signature platform)

✅ Terms & Conditions for Application Forms — so every client who applies to work with you is legally bound from the moment they hit submit (even before you’ve accepted them or collected a single cent)

✅ Terms & Conditions for Checkout Pages — so clients automatically agree to your terms the moment they click ‘buy’ (works with Stan Store, Kajabi, SamCart, ThriveCart, and any other checkout platform you use)

✅ a complete Application Form Template with all the legally correct language already written for you (just copy it straight into Google Forms, Typeform, Jotform, or your own website — and it’s ready to go)

✅ a complete Checkout Page Template with your refund policy, cancellation terms, and rescheduling policy already drafted (so you never have to wonder if your checkout page is legally airtight)

✅ the complete Niche Disclaimer Library covering 33 different coaching niches across mindset, relationships, health & wellness, finance, real estate, career, executive & leadership, social media & marketing, parenting, and writing (so you’re specifically protected no matter what you coach, even if your practice spans more than one niche)

And inside every contract template, you’ll find:

✅ a complete scope framework that defines exactly what’s included — your sessions, check-ins, materials, and business hours — and a clear list of what is NOT included (so you’ll never hear “but I thought that was part of it” again — even from the pushiest clients)

✅ a fully customizable payment schedule that works for both fixed-term programs like 6 or 12-week packages AND ongoing month-to-month coaching (so you can use the same contract whether you charge a one-time fee or a recurring monthly rate)

✅ a customizable rescheduling policy with options ranging from no rescheduling allowed to a tiered system with minimum notice windows, rescheduling fees, and maximum reschedule limits (so last-minute calendar chaos is handled on your terms, not your clients’)

✅ a lateness policy that specifies exactly what happens if a client shows up late — including when you’re entitled to treat the session as forfeited (so you’re never stuck waiting on Zoom wondering whether to start, wait, or give up)

✅ a cancellation policy that makes missed sessions non-refundable by default — including for personal circumstances, scheduling conflicts, incorrect time zone conversions, and technical issues on the client’s side (so you don’t lose income for things that have nothing to do with you)

✅ a no-rollover clause so unused sessions expire at the end of the program term and cannot be saved, banked, or accumulated (so a client who disappears for two months can’t come back expecting six sessions at once)

✅ a refund policy with multiple options — from fully non-refundable to a partial refund window before the first session — including a legal waiver of statutory cooling-off and withdrawal rights (so clients can’t demand a refund just because they changed their mind after signing)

✅ a chargeback protection clause that requires clients to reimburse you for any disputed payments, bank fees, and legal costs if they file a chargeback (so a credit card dispute doesn’t leave you out of pocket and scrambling)

✅ an intellectual property clause that protects your coaching frameworks, methods, workbooks, and materials from being copied, shared, or used to coach others (so the unique methods and tools you've built stay yours)

✅ a non-disparagement clause that prevents clients from publicly attacking your business, products, or reputation (so a disgruntled client can't go on a social media rampage against you without legal consequences)

✅ a limitation of liability clause that caps what clients can ever claim against you (so one difficult coaching relationship can never threaten your entire business)

✅ a confidentiality clause covering both directions — your client’s sensitive information stays private, and everything they learn about how you work does too

✅ client warranties requiring clients to confirm they are at least 18 years old, legally capable of entering into a contract, and in a mental and emotional state suitable for coaching (so you have solid legal ground to stand on if a client misrepresents themselves)