🧭 Built for UK life & business coaches

Your coaching practice, professionally documented.

ChatGPT writes agreements for "consultants." These are for UK coaches — confidentiality clauses for commercially sensitive information, refund terms that hold after session one, and session boundaries that protect both parties from dispute.

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Sage — Coaching Business Assistant
● Online · Ask about contracts, refunds, confidentiality
Can a client demand a refund mid-programme?
Only if your agreement allows it. A clear Coaching Agreement with a no-refund-after-start clause is standard in the industry and legally enforceable if the client agreed to it upfront. Your Refund Policy document covers exactly how to phrase this.
Do I need a confidentiality clause?
Yes — especially for business coaching where clients share commercially sensitive information. Your Confidentiality Clause protects both parties: the client's information stays private, and you're protected if they claim you shared something.
5 essential documents
30 sec autofill
UK-specific contract terms
Fully editable in browser

Every document a UK coach needs

Written for UK law. Works for life coaches, business coaches, career coaches, and executive coaches.

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Coaching Agreement

Scope of coaching, number of sessions, fees, what coaching is (and is not), and what happens if either party needs to end the arrangement.

Included — Starter
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Session Terms & Scheduling Policy

Session length, rescheduling notice, what happens with missed sessions, and how between-session contact works.

Included — Starter
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Refund & Cancellation Policy

What the client is entitled to if they cancel partway through a programme. Clear, fair, and legally sound.

Included — Starter
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Client Onboarding Questionnaire

Goals, current situation, what they want from coaching, previous coaching experience. Sets the foundation for effective work together.

Included — Starter
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Confidentiality Clause

What both parties agree to keep confidential, for how long, and the exceptions (safeguarding, legal requirement). Essential for business coaching.

Included — Starter

Done before your discovery call ends

1

Enter your details once

Your name, coaching business name, and contact details. About 20 seconds.

2

Every document fills automatically

All 5 documents update instantly — ready to send to a new client.

3

Email or download

Send as PDF, share a link, or have clients sign digitally. Professional from day one.

Not a consultant contract. Not a ChatGPT agreement. Built for coaches.

Coaching agreements need to do what generic contracts don't — define what coaching actually is, set refund terms clients can't dispute later, and protect commercially sensitive information.

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Defines coaching — not just "service"

Your agreement distinguishes coaching from therapy and consultancy — legally important if a client later claims it caused harm or didn't deliver what was "promised."

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Refund terms that hold after session one

Clear no-refund-after-start terms are standard and legally enforceable when they're in the agreement clients sign before session one. Not something you add later.

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UK-specific confidentiality

Written for commercially sensitive business coaching information. With exceptions for safeguarding and legal disclosure — the points UK courts actually look for.

One mid-programme refund dispute takes more time to resolve than this subscription costs to pay. £19 for agreements that protect your income from the first session.

Get Protected — £19/yr

£19 for the whole year.

Less than one mid-programme refund dispute costs you in time alone.

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Everything in Starter, plus:

  • All 5 Starter documents
  • Group Programme Agreement
  • Testimonial & Case Study Consent
  • Associate Coach Agreement
  • Priority document updates
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Common questions

Do I need an agreement even if I coach informally?
Yes — if money is changing hands, you have a contract whether it's written or not. A written agreement protects you if a client disputes what was agreed, demands a refund, or claims the coaching caused them harm. The document also sets clear boundaries about what coaching is and is not (not therapy, not advice).
Are these suitable for online coaches?
Yes — all documents work for online, in-person, and hybrid coaching arrangements. The session terms document includes options for video sessions and between-session contact methods.
Do I need to be ICF certified to use these?
No. These documents are for any self-employed coach in the UK, regardless of certification. Coaching is unregulated in the UK — no certification is legally required to trade as a coach.