Tools · Wizard

Client agreement generator

It takes four questions to get a client agreement written in plain English. Copy it, print it, or download it as a Word file and change whatever you like.

Your answers stay on this page. The document builds in your browser as you go, and nothing is sent or stored.

What kind of work is it?

Where do you practice?

How much notice do you need to cancel?

When is the money due?

Coaching agreement

Fill these in first

Your name and the name of your practice
Your client's name
What the work is, in a sentence
How long a session is
The price
The date it starts

01Who this is between

This agreement is between me, named at the top, and you, the client named at the top. It starts on the date you accept it and covers the work described there.

02What I am doing

I am providing coaching. We agreed what we are working on before we started, and it is written at the top of this agreement.

03How we meet

Sessions are the length written at the top and happen at the times we book. Please arrive on time; a late start doesn't extend the session.

04What it costs, and when it is due

The price is written at the top of this agreement. Payment is due at the time of booking, and a session isn't held until it has been paid for. If an invoice isn't paid by its due date I may pause the work until it is.

05Changing or canceling

You can move or cancel up to 24 hours before we are due to meet, at no charge. Inside 24 hours, the session is charged in full, because the time was held for you and can't be filled. If I have to cancel, you aren't charged. We find another time, or I refund you.

06Sessions bought in a block

Where you buy several sessions together, they are used within the window stated when you bought them. If we stop before you have used them, the ones you have not had are refunded.

07What stays private

Everything you share with me is confidential. I keep only the information I need in order to do the work.

08What this is not

Coaching isn't therapy, medical care or financial advice, and outcomes aren't guaranteed. What you do with our sessions is yours.

09Ending it

Either of us can end this in writing at any time. Anything you have paid for and not yet received is refunded.

10Which law applies

This agreement is governed by the law of the state where I practice.

11Accepting it

Booking and paying for the work, or signing below, means you have read this and agree to it.

Signed: ____________________ Date: ____________

This is a starting point in plain English, not legal advice, and it hasn't been reviewed by a lawyer. Read every line, change anything that isn't true of your work, and have it looked at before you rely on it for anything expensive.

Why it’s this short

Picture the two arguments you’re most likely to have. A client cancels the morning of a session and doesn’t think they should pay. An invoice is weeks old and neither of you remembers agreeing when it was due. Two clauses settle both, as long as the client read them before they paid.

A twelve-page contract doesn’t settle either one any better, because the client never got to the clause that mattered.

Questions

What should a coaching agreement say?

Six things: what you'll do, what it costs and when it's due, how much notice you need to cancel, what stays confidential, what coaching isn't, and how either of you can end it.

Do I need a lawyer to write a client agreement?

Not to start. When you work alone, most arguments are about a cancellation or a late invoice, and a page you've both read settles those. Bring in a lawyer once the money is big enough that a mistake would hurt, or if your field is regulated.

What is a fair cancellation window?

Twenty-four hours for coaching and consulting. Forty-eight for therapy and bodywork, where a missed slot is harder to fill. Whichever you pick, tell clients before they book and hold everyone to it the same way.

Should I ask for a deposit?

If the work ends with something you hand over, yes, and half up front is normal. If you're paid by the hour, take payment when they book instead.

Does the client have to sign it?

Not necessarily. In most places, a client who books and pays after being shown your terms has accepted them. What counts is that they saw the terms before paying, and that you can prove it.

Is this agreement legally binding?

It's a starting point in plain English, not legal advice, and a lawyer hasn't reviewed it. Read every line, change anything that isn't true of your work, and have it looked at before you rely on it for anything expensive.

Or it sits behind your booking page

With WorkWith, your agreement goes on the page a client books from. They accept it before they pay, and the exact version they accepted is kept. Edit it next month and you get a new version, while theirs stays as it was.

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