Coaching and training agreement template
Sessions and format, attendance, cancellation, confidentiality, materials and what is not promised. A sample contract you can read in full, edit in QuoteBill and sign online with a secure link.
Sample — review with a lawyer · Simple electronic signature with an audit trail
Who it is for
For a coach, trainer or tutor and the company or person who books them: sessions or course days, in person or online, cancellations, confidentiality, who owns the materials and what is not promised.
Written for business coaching and training. Work that is really therapy, health care or financial or legal advice is regulated in many places and needs different terms.
What it covers
15 clauses, in this order. Each one is in the sample text below, and you can edit, remove or add clauses before you send.
1. Purpose
What the agreement is for: the Coach, a coach, trainer or tutor working as an independent business, provides the coaching or training described below to the Client and the participants it names.
2. Sessions and format
A blank where you describe the programme, with the number and length of sessions or course days, a start date, in person or online, one-to-one or group, and the language. Dates are agreed together; extras are agreed later.
3. Preparation and materials
The Coach prepares each session and brings the materials. The Client provides a room, equipment, internet access and background information on time and names a contact; time lost to missing items is not the Coach’s responsibility.
4. Attendance
The Client names the participants and makes sure they arrive on time and do the agreed tasks, and may replace one with a set notice. A missed or shortened session counts as held, and the Coach may stop one that is seriously disrupted.
5. Cancellation and rescheduling
Free moving or cancelling up to a set number of hours (one-to-one) or days (group) before a session; later, the fee is due. If the Coach moves one, a new date or a replacement is offered, and a session not made up is not charged.
6. Confidentiality
The Coach keeps what the Client and participants share private for a set number of years. A company booking coaching for staff hears only attendance, goals and summaries the participant approves. Nothing is recorded unless all agree.
7. Intellectual property in the materials
The Coach keeps the rights in slides, handouts, exercises and methods. After payment the Client may use them internally for the participants’ learning, but not sell, publish or use them to train outsiders. Its own documents stay its own.
8. No guarantee of results
Coaching supports the Client, and results depend on the Client’s and participants’ own work and decisions. The Coach works with reasonable care but does not promise a promotion, income, sales, an exam result or that goals are reached.
9. Nature and limits of the services
Business and professional coaching and training, not therapy or medical, financial, tax or legal advice; the Coach may point to a qualified professional. No qualification is awarded, and an attendance note confirms attendance only.
10. Fees and payment
Fees come from the price schedule, per session, course day or package. Package sessions lapse after a set number of months unless the Coach is at fault. Approved expenses are repaid at cost, and late payment lets the Coach pause.
11. Term and termination
Ends after the last session or on the end date. Either side can end it with set notice; sessions held or chargeable are paid and fees prepaid for later ones refunded. A serious breach not put right in a set time ends it at once.
12. Independent parties
The Coach is an independent business, not an employee, partner or agent. The Coach decides how to deliver, covers its own taxes and insurance, takes no direction on methods and may work for others, even in the same field.
13. Liability
Liability is limited to the fees of a set period, except for intent, gross negligence, personal injury and where the law allows no limit. The Client still pays the fees, and the Coach is not liable for decisions made after the sessions.
14. Notices and entire agreement
Notices go in writing or by email to the stated addresses. This contract, with its price schedule, is the whole agreement, and changes need both parties’ agreement in writing or in electronic form.
15. Governing law and disputes
The law you name applies. The sides first try to settle a dispute in good faith, and otherwise the courts you name decide.
A price schedule (items, quantities and prices) is part of this contract. It starts empty, in your currency, and the clauses on fees and payment point to it.
The sample text
The whole sample, as QuoteBill starts it. Text in double square brackets, like [[10]], is a blank to fill in or check, and QuoteBill does not let you send a contract while one is left. The clause text is written in English, Korean, Japanese and German; in other languages a contract starts in English for you to translate.
Read the sample text
Coaching and Training Agreement
Parties: Coach · Client
1. Purpose
This agreement sets out the terms on which the Coach, a coach, trainer or tutor working as an independent business, provides the coaching or training described below to the Client and its participants. The Client may be a company, or an individual who engages the Coach for business purposes. The people who take part in the sessions, the Client itself or persons the Client designates such as its staff, are called participants.
2. Sessions and format
The Coach provides the following coaching or training:
[[Describe the services and deliverables]]
Scope: [[8]] sessions or course days of [[60 minutes / one day]] each, starting around [[Start date]].
Format: [[in person / online by video call / a mix of both]], at [[Venue address or online platform]], in [[Language]]. Sessions are held [[one-to-one / in a group]]; a group has at most [[10]] participants.
The dates are agreed together and confirmed in writing or in electronic form. Anything not listed here, such as extra sessions, is additional work agreed the same way and charged at the rate in the price schedule.
3. Preparation and materials
The Coach prepares each session, brings the materials and exercises it needs and provides the handouts or documents named in the programme in [[digital / printed]] form.
The Client provides, at its own cost, a suitable room, equipment and internet access for in-person or online sessions and the background information the Coach reasonably asks for, and names a contact who answers the Coach’s questions within [[2]] business days. If these are missing or late and a session has to be shortened or moved, the Coach is not responsible for the time lost.
4. Attendance
The Client names the participants before the first session and makes sure they arrive on time and do the exercises and tasks agreed between sessions.
A participant may be replaced by notice at least [[3]] business days before a session; in a group, participants beyond the agreed number need the Coach’s consent.
Sessions start and end at the agreed times, and a late arrival does not extend them. A session that a participant misses or leaves early counts as held. The Coach may stop a session that a participant seriously disrupts; it then counts as held.
5. Cancellation and rescheduling
Either party may move a session by notice in writing or in electronic form, and the parties then agree a new date.
The Client may move or cancel a one-to-one session free of charge if the notice reaches the Coach at least [[24]] hours before it starts, and a group session or course day at least [[7]] days before. After that, or if nobody attends, [[100]]% of the fee for that session is payable, except to the extent the Coach can use the time for other paid work.
If the Coach has to cancel or move a session, for example because of illness, the Coach tells the Client without delay and offers a new date within [[4]] weeks or a replacement trainer the Client accepts. A session that is not made up is not charged, and a fee already paid for it is refunded.
If an event beyond either party’s reasonable control, such as an official order, a natural disaster or a failure of transport or the internet, prevents a session, the parties agree a new date.
6. Confidentiality
The Coach keeps confidential everything the Client and the participants share in or for the sessions, personal and business matters alike, uses it only for the coaching or training and tells no one else, during this agreement and for [[3]] years after it ends.
Where a company engages the Coach for its staff, the Coach reports to the Client only attendance, the agreed goals and any summary the participant has approved, and never what a participant said in a session. The Client does not require participants to disclose what they shared.
In a group, the Client asks participants to treat what others say as confidential. A session is not recorded unless everyone present agrees in writing or in electronic form.
The Client keeps the Coach’s non-public materials, methods and prices confidential in the same way. This does not apply to information that is public, already lawfully known, independently developed, or that must be disclosed by law.
7. Intellectual property in the materials
The slides, handouts, worksheets, exercises, models, templates and methods that the Coach brings or creates for the sessions (the materials) remain the Coach’s or its licensors’; all rights in them are reserved.
Once the fees are paid, the Coach grants the Client a non-exclusive, non-transferable licence to use the materials inside its own organisation, only for the participants’ own work and learning. The licence continues after this agreement ends.
The Client may not sell, publish or pass on the materials, use them to train people outside its organisation, or remove the Coach’s name or notices; use outside the organisation needs a separate licence agreed in writing or in electronic form.
Documents, data and action plans that the Client or the participants bring or produce stay theirs, and the Coach uses them only for this engagement.
8. No guarantee of results
Coaching and training support the Client; the outcome depends on the Client’s and the participants’ own work, decisions and circumstances. The Coach provides the services with reasonable care and skill but does not promise a particular result, such as a promotion, income, sales, an examination result, a change in behaviour or the achievement of the goals set in the sessions.
Decisions made and actions taken after the sessions are the Client’s and the participants’ own, and the Client remains responsible for them.
9. Nature and limits of the services
The services are coaching and training in business and professional skills. They are not therapy, counselling for health or mental-health conditions, or medical, psychological, financial, investment, tax or legal advice, and the Coach does not diagnose, treat or advise on any of these.
If a matter raised in the sessions seems to need that kind of help, the Coach may say so, and the Client or participant decides whether to consult a qualified professional.
The services do not award any qualification, certification or accreditation. A confirmation of attendance that the Coach issues on request states attendance only and does not assess competence.
10. Fees and payment
The Client pays the fees shown in the price schedule of this contract, charged [[per session / per course day / per package]], on the payment terms stated in it. The Coach invoices [[a package in advance and other sessions after each session / monthly]].
The sessions in a package must be used within [[6]] months of the start date; sessions not used by then lapse without refund, except where the Coach is at fault.
Travel, venue hire and printing are reimbursed at cost only if the Client approved them in advance, against receipts.
If a payment is more than [[7]] days late, the Coach may pause the sessions after notifying the Client.
11. Term and termination
This agreement starts on the effective date and ends when the last agreed session has been held or on the end date, whichever comes first.
Either party may end it with [[14]] days’ notice in writing or in electronic form. Sessions held until then, and sessions chargeable under the clause on cancellation and rescheduling, are paid for; fees paid in advance for later sessions are refunded.
Either party may end it immediately by notice if the other party seriously breaches it and does not remedy the breach within [[14]] days of being asked to.
12. Independent parties
The Coach is an independent business and not an employee, partner or agent of the Client. The Coach decides how to deliver the services within the agreed schedule, provides its own tools and is responsible for its own taxes, social contributions and insurance. The Client does not direct the Coach’s methods, and the Coach has no authority to act for the Client or the participants towards others. The Coach may work for other clients, including in the same field, unless the parties agree otherwise in writing or in electronic form. This agreement creates no employment, partnership or agency relationship.
13. Liability
Except for intent, gross negligence, personal injury or where the law does not allow a limitation, each party’s total liability under this agreement is limited to the fees paid or payable under it in the [[12]] months before the claim. This does not limit the Client’s duty to pay the fees.
The Coach is not liable for decisions the Client or the participants make, or actions they take, on the basis of the sessions.
14. Notices and entire agreement
Notices under this agreement are given in writing or by email to the addresses stated for the parties, or to another address a party has notified.
This contract, including its price schedule, is the entire agreement between the parties on its subject. Amendments are valid only if both parties agree to them in writing or in electronic form.
15. Governing law and disputes
This agreement is governed by the law stated under Governing law. The parties will first try to settle any dispute in good faith. Otherwise the courts stated under Jurisdiction decide, unless mandatory law provides otherwise.
Payment terms
Payment within [[14]] days of receiving an invoice, by bank transfer to the account stated on the invoice.
Governing law
[[Country or state whose law applies]]
Jurisdiction
[[Courts that decide disputes, e.g. the courts of your city]]
How to use it
Choose the template
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Start a draft
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Send it for signature
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Next steps
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Already signed? Make the invoice from the signed contract: the parties and the price lines carry over, in full or for a deposit. The guide on turning a quotation into an invoice shows how to review the new draft, its dates and the PDF.
What it is, and what it is not
QuoteBill creates a simple electronic signature with an audit trail. In the EU, the UK, the US and Korea a signature is not denied legal effect only because it is electronic, and in Japan most contracts need no particular form at all. What a simple electronic signature proves in a dispute depends on the evidence behind it, and some documents need another form.
It is not a qualified or advanced electronic signature, and QuoteBill does not verify who the signers are. It records the use of the link and access code you delivered, so anyone who has both can sign. The signature certificate lists every link issued and, for each action by the sender or a signer, its IP address and browser where they could be read.
Some documents need another form. Wills, many real-estate transfers, guarantees and some employment documents must, in some countries, be handwritten, notarised or signed with a qualified signature. The templates are samples, not legal advice: review them with a lawyer.
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