Coaching and therapy services agreement template

Name the service being offered—coaching, counseling or another wellness service—and describe what the client will receive. Identify individual or group sessions, the delivery format, session length and any included check-ins or between-session contact. Describe the professional service in plain language without promising a personal, clinical or health outcome. List work that is not included, such as assessments, reports, crisis response or additional sessions, unless expressly agreed.

This agreement covers business terms, not clinical care or consent. Licensed therapists still need jurisdiction-required informed-consent, privacy and intake documents. Keep those materials separate from this agreement and complete them through the appropriate process. Do not ask clients to put sensitive clinical history into a proposal brief.

State the length and format of each session, the number of sessions in a package, and how often sessions are expected to occur. For an ongoing arrangement, identify the billing period and included sessions. Explain how appointments are booked and whether a recurring time is held. If services can move between online and in-person formats, say how the format is confirmed.

Write the package period and expiry rule in a way that can be applied to a calendar. State what happens to unused sessions at expiry and whether a pause or rescheduling changes that date. Place unfinished details in [brackets] and fill them before signature.

List the fee per session, package total or recurring amount, with currency and due date. If payment is split, show each installment and its trigger. Identify accepted payment method and when invoices are sent. State whether an introductory meeting, preparation time, written follow-up or between-session messages are included or charged separately. Do not imply unlimited access when the offer includes only scheduled sessions.

Explain how extra sessions or a requested service change will be priced and approved. Put any tax or payment processing treatment in the actual terms rather than assuming it. Review BidLogik pricing separately from your service fee, and use templates to structure the offer around the service you actually deliver.

Choose the cancellation window and state how a client provides notice, including the time zone or business hours if those affect the deadline. Explain the consequence of a late cancellation or missed session, and whether one reschedule is available within the window. Include the provider’s cancellation process and how a replacement appointment or credit is handled. Make package expiry consistent with these rules.

For ongoing work, state how either party ends the arrangement, what notice applies and how fees for completed sessions or unused package time are handled under the agreed terms. Address a pause only if you offer one, including its length and effect on billing and expiry. Keep the policy short enough to understand before booking.

Describe how the parties handle information shared during the service and identify any agreed limits or exceptions in separate, suitable documentation where needed. State which communication channels are used for scheduling and what response window applies. Distinguish routine logistics from session time and explain that messages are not a substitute for an appointment. Avoid collecting private clinical details in the commercial proposal or ordinary scheduling messages.

Service is not emergency or crisis care; contact local emergency/crisis services in an emergency. Do not offer a guarantee of outcomes or medical advice. A therapist’s required informed-consent, privacy and intake documents remain distinct from these commercial terms. See the personal training package template for another appointment-based service and consulting proposal guidance for a different engagement format. Not legal advice.

Before sending, fill in the parties’ names, service description, session length, package size, fee, cancellation window and start date. Check that the agreement does not conflict with separate clinical or privacy documents, and that any required forms have a clear completion route. Identify who can approve a schedule or fee change and require written agreement before changing the commercial terms.

Close with a practical sequence: approve and sign the business terms, complete the applicable separate documents, then book the first session. Browse industry-specific guides for related workflows.