Coaching services terms and conditions

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This document was created to be used as a standard customer agreement by a personal coach, professional coach or a business providing coaching services.


Author: Alasdair Taylor
Updated: 11 November 2019
Length: 10 pages
Notes: 12 pages
Format: MS Word (.DOCX)

These coaching terms and conditions have been designed for personal and professional coaching services: in other words, they can be used in a B2B or B2C context. The services provider may be an individual coach, a partnership or a company providing coaching services.

One clause in the coaching terms and conditions sets out rules relating to appointments, including: the cancellation of appointments, the rescheduling of appointments and late arrival at appointments.

Special provisions are included to help allocate risk where the services are provided at the client's premises.

Insofar as charges as concerned, they may be either fixed or based on an hourly rate. Some clients will prefer the certainty of fixed charges for agreed services, while others will prefer the flexibility of time-based charging.

The terms and conditions are accompanied by a skeleton statement of work, which should contain all of the variables of the appointment. (If you are looking for something less formal, this could be an engagement letter or even just an email setting out the charges, scope of services, and so on.)

  1. Definitions
  2. Term
  3. Services
  4. Services appointments
  5. Coach personnel
  6. Client Premises
  7. Charges
  8. Payments
  9. Distance and off-premises contracts: cancellation right
  10. Warranties
  11. Limitations and exclusions of liability
  12. Force Majeure Event
  13. Termination
  14. Effects of termination
  15. Notices
  16. Subcontracting
  17. General

STATEMENT OF WORK

  1. Client details
  2. Specification of Services
  3. Timetable
  4. Financial provisions
  5. Contractual notices

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