Plain English · UK-Focused

Coaching Agreement Templates UK — Ready-to-Use Contracts

Ready-to-use UK coaching agreements for life, business, and executive coaches. Client contracts, cancellation policies, and GDPR forms — structured for your practice.

Preview Coaching Agreement View pricing

Document Templates

Every agreement a coaching practice needs.

Coaching Agreement

Defines the coaching relationship, fees, confidentiality, ethics, and boundaries. Starter.

Group Programme Agreement

Group confidentiality, ground rules, cancellation/refund terms for programme participants. Pro.

Cancellation Policy

Notice periods, programme package expiry, rescheduling rules. Starter.

GDPR Privacy Notice

Session notes, goals, personal disclosures — how you hold sensitive coaching data. Starter.

Online Coaching Addendum

Platform, recording consent, technical failure, remote confidentiality and time zones - everything that changes when you coach online. Starter.

Corporate Client Agreement

Business-to-business coaching contract: the three-way relationship, what may and may not be reported to the sponsor, fees and purchase orders, and contractor status. Pro.

Ethics & Boundaries Statement

Coaching vs therapy, dual relationships, professional code of practice declaration. Starter.

Invoice Template

Individual session, programme package, or group session invoicing. Starter.

Client Intake Questionnaire

Background, goals, readiness check — structured onboarding your clients take seriously. Starter.

Session Notes Template

Actions, insights, commitments — ICF-aligned record-keeping every professional coach needs. Starter.

Discovery Call Script

Structured script with qualification questions and post-call actions — close more clients. Starter.

Testimonial & Case Study Consent

Granular consent: name options, video, case study use, social media, withdrawal rights. Pro.

Associate Coach Agreement

Sub-contracted coaches — self-employed status, standards, non-solicitation, payment. Pro.

Free Templates vs Our Coaching Agreements

Most free templates are generic service agreements. Our contracts are drafted specifically for UK coaches.

Feature Free Template Our Coaching Agreement
Purpose-built for coaching ✖ Generic service terms ✔ Drafted for UK coaches
UK law compliant ✖ Often US templates ✔ Written for UK coaches
Cancellation and no-show terms ✖ Rarely included ✔ 48h free, full fee under 24h
Group coaching provisions ✖ Not covered ✔ Separate group programme agreement
GDPR data protection ✖ Not included ✔ UK GDPR compliant consent and confidentiality
Online/virtual coaching terms ✖ Not covered ✔ Zoom, recording and tech failure provisions
Corporate client coverage ✖ Individual only ✔ Employer-contracted engagements
Flexible format ✖ PDF only ✔ Fill in online with your logo and brand colour, save as PDF. Word download is a Pro feature

Every template explained

Each card shows what the document is for, and whether it comes with Starter or Pro.

Starter · Addendum

Online Coaching Addendum

What it is: Platform, recording consent, technical failure, remote confidentiality and time zones - everything that changes when you coach online.

Why you need it: Remote coaching introduces platform liability, recording consent issues, and tech failure scenarios not covered by a standard agreement.

What's inside: Platform and joining, technical failure, recording and consent, confidentiality in a remote setting, time zones and scheduling, cross-border coaching.

Pro · Corporate

Corporate Client Agreement

What it is: Business-to-business coaching contract: the three-way relationship, what may and may not be reported to the sponsor, fees and purchase orders, and contractor status.

Why you need it: Corporate engagements involve three parties (coach, employee, employer) and need specific terms around reporting, feedback, and payment.

What's inside: The three-way relationship, scope of services, fees, invoicing and purchase order details, cancellation terms, limits on reporting to the sponsor, data protection, contractor status.

Starter · Ethics

Ethics & Boundaries Statement

What it is: Coaching vs therapy, dual relationships, professional code of practice declaration.

Why you need it: Clients often arrive unsure what coaching is. A written statement sets out where coaching ends and other support begins, and how you work.

What's inside: Coaching compared with therapy, counselling, mentoring and consulting, your qualifications and supervision, when therapeutic support may be needed, dual relationships, gift policy, social media boundaries.

Starter · Invoicing

Invoice Template

What it is: Individual session, programme package, or group session invoicing.

Why you need it: A consistent invoice makes it clear what was delivered, what is owed and how to pay, without rebuilding the layout each time.

What's inside: Session or service type, bill-to details, invoice date, due date and payment terms, line items with rate and total, a VAT note, bank transfer details, an alternative payment link.

Starter · Onboarding

Client Intake Questionnaire

What it is: Background, goals, readiness check — structured onboarding your clients take seriously.

Why you need it: Knowing a new client's background, goals and readiness before the first session lets you spend that session coaching rather than collecting basics.

What's inside: Contact details, background and presenting challenge, 3 to 6 month goals and a 12 month vision, previous coaching or therapy, a readiness scale, session preferences, emergency contact, a signed declaration.

Starter · Sales

Discovery Call Script

What it is: Structured script with qualification questions and post-call actions — close more clients.

Why you need it: A first call goes better with a plan. The script keeps you to the same questions and leaves room to note how well the prospect fits.

What's inside: A pre-call checklist, an opening, questions on their situation and goals, a commitment check with red flags, a space for your offer, qualification notes, post-call actions, a note on recording calls.

Pro · Consent

Testimonial & Case Study Consent

What it is: Granular consent: name options, video, case study use, social media, withdrawal rights.

Why you need it: Before you publish a client's words or story, you need to know exactly what they agreed to. This form records each choice separately.

What's inside: Naming options for a written testimonial, website, social media and print use, video testimonial options, case study options, how long content is used, how to withdraw consent.

Real template preview

This is what you actually get

Not a mockup — excerpt from the live Coaching Agreement. Open the full sample, then fill in your details online with autofill after you buy. Save it as a PDF, then send it or print it to sign.

Coaching Client Agreement
Moss CoachingRachel MossUK · plain English

1. Parties

Between Rachel Moss trading as Moss Coaching and the Client.

2. Scope

Programme length, session format, and what coaching does / does not include.

3. Fees & cancellation

Fees, notice to cancel, and missed-session policy.

4. Boundaries

Ethics boundaries and confidentiality limits.

Your signature (print and sign)
Client signature (print and sign)
Sample preview · Autofill and Save as PDF come with Starter; Word download is Pro only
Open full Coaching Agreement sample See pricing

Trusted by Coaches

What UK coaches say about CoachingAgreements

"Had a corporate client try to expand scope mid-engagement without additional budget. The coaching agreement was crystal clear on deliverables. They backed down immediately."

James, Executive Coach — London

"The cancellation policy template changed my business. I used to lose £300-400 a month from last-minute cancellations. Now clients respect my time because the terms are in writing upfront."

Rachel, Life Coach — Edinburgh

"The GDPR and confidentiality section is what sold me. My clients are senior executives who need discretion. Having a proper confidentiality clause in the agreement gives them confidence."

Tom, Career Coach — Manchester

Tools to grow your coaching business

We earn a commission if you buy through some links on this page, at no extra cost to you. How we make money.

Coaching Insurance

Specialist UK public liability and professional indemnity insurance for coaches and trainers from trusted providers.

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Booking and Scheduling

Automate session booking, send reminders, manage cancellations, and accept payments — all from one platform.

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Professional Membership

Join the Association for Coaching or the ICF for accreditation, CPD, and access to the UK coaching community.

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Accounting for Coaches

Track coaching income, manage self-assessment tax returns, and keep HMRC-ready records with simple accounting software.

Try QuickBooks

Our templates are independently drafted. Affiliate relationships do not influence our recommendations.

Free Download

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Download our session structure template — agenda, goals, actions, and follow-up. No purchase needed.

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FAQ

Coaching agreement questions

Do I need a coaching agreement for every client?

Yes. A signed coaching agreement protects both you and your client by defining session terms, payment, confidentiality, cancellation policies, and the scope of the coaching relationship.

What should a coaching contract include?

Session frequency and duration, fees and payment terms, cancellation policy, confidentiality provisions, liability limitations, and GDPR-compliant data handling.

Can I use the same agreement for group coaching?

No. Group coaching requires a separate agreement covering multi-client dynamics, shared confidentiality, and different cancellation and payment structures.

Pricing

One payment. No auto-renewal.

No VAT charged: we are not VAT registered, so the price shown is the total you pay. One-off payment, no renewal. Refunds · Terms

Starter
Essential agreements
£29
one-off
  • Coaching Agreement
  • Cancellation Policy
  • GDPR Privacy Notice
  • Ethics & Boundaries Statement
  • Invoice Template
  • Client Intake Questionnaire
  • Session Notes Template
  • Discovery Call Script
  • Online Coaching Addendum
  • Fill in online with autofill
  • Add your logo and brand colour
  • Save as PDF
  • Pay once, keep access
Get Starter
Pro
Everything plus premium
£49
one-off
  • All 9 Starter documents
  • Group Programme Agreement
  • Testimonial & Case Study Consent
  • Associate Coach Agreement
  • Corporate Client Agreement
  • Word (.docx) download
  • Priority support
Get Pro

For ongoing client work / planned separately

Turn every agreement into a calmer client workflow.

We’re building a separate workspace for coaches who want to save their practice identity once, send agreements, record consent, keep client notes and follow up from one considered place.

Document packOne-off purchase. Download and use the documents under the terms shown above.
WorkspaceA separate recurring client-work layer for sending, consent, records and follow-up.

Not being charged here: For now, the packs above are one-off purchases. Workspace pricing and availability will be shown separately when enabled.