Coaching Terms and Conditions of Trade

In the spirit of good practice, and service excellence when you are purchasing coaching services from me I ask you to confirm that you have read and agreed to my terms and conditions below and that you wish to proceed in a contractual relationship.

Coaching is not a substitute for professional mental health care or the intervention of a mental health care professional, and you should seek support if you feel that you may be suffering from clinical symptoms.

The term ‘coaching’ in this context used covers life coaching, personal coaching, executive coaching and leadership coaching for clients, and I reserve the right to decline or refer you to another practitioner, if in my professional opinion is needed for your best interest.

Coaching Disclaimer

I as the customer therefore understand that the coaching services I will purchase and receive from my Coach is not offered as a substitute for professional mental health or medical health care and are not ever intended as diagnosis, treatment or cure for any mental health or medical conditions.
I also understand that my Coach is not acting as a mental health professional or any associated medical, pseudo or paramedical practitioner.

For legal purposes, I understand that coaching is currently an unregulated industry, and that my Coach is not “licensed “ by any State, Federal or Global governing body even though the sessions may take place in a professional environment.

I understand and agree that I am fully responsible for my well-being during my coaching sessions, and the subsequent, choices and decisions I make or associate with my coaching sessions.

I understand that coaching is not a substitute for counseling, psychotherapy, psychoanalysis, mental health care or substance abuse treatment, and I will not use it in place of any form of therapy.

I understand that all comments and ideas offered by my Coach are solely for the purpose of aiding me in achieving the defined goals I create with my Coach.
I have the ability to give my informed consent, and hereby give such consent to my coach to assist me in achieving such goals and understand that results are not guaranteed.

I understand that to the extent our work together involves career or business, my Coach is not promising outcomes included but not limited to increased clientele, profitability and or business success.

I understand that my Coach will protect my information as confidential unless I state otherwise in writing. If I report child, elder abuse or neglect or threaten to harm myself or someone else, I understand that necessary actions will be taken and my confidentiality agreement limited in this capacity. Furthermore, if my Coach is ordered by a court to provide information or to testify, she will do so to the extent the law requires.

I understand that the use of technology is not always secure and I accept the risks of confidentiality in the use of email, text, phone, Skype and other technology.

I hereby release, waive, acquit and forever discharge my Coach, any agents, successors, assigns, personal representatives, executors, heirs and employees from every claim, suit action, demand or right to compensation for damages I may claim to have or that I may have arising out of acts or omissions by myself or by my Coach as a result of the advice given by my Coach or otherwise resulting from the coaching relationship contemplated by this agreement.

I further declare and represent that no promise, inducement or agreement not expressed in this agreement has been made to me to sign this agreement.
This agreement shall bind my heirs, executors, personal representatives, successors, assigns, and agents.

Terms and Conditions of Trade

The coaching schedule will be arranged between Nancy Lucas (The Coach) and her clients and can be booked in advance. The Coach will recommend the frequency of coaching sessions based on a professional assessment of the client’s requirements. This recommendation, or plan, is not binding and may be altered and adjusted throughout the coaching journey by mutual agreement, in accordance with the terms set out in this agreement.

The number and frequency of coaching session will be agreed at the start of coaching between the Coach and the client, and confirmed by The Coach by email or written correspondence. Where no specific number is agreed sessions will be provided on a session by session basis.

In return for the fees payable by the client (or by a third party on their behalf), The Coach agrees to provide the service as described below and in accordance with the terms and conditions set out below. The client agrees to pay fees for the service on the terms and conditions set out below (in situations where a third party pays the fees, the third party counts as an agent acting on behalf of the client).

The date that the first coaching session takes place shall be deemed to be the start date for the service. Where any client is unhappy with any of the terms and conditions they can contact The Coach to discuss any concerns and see if they can be resolved before the first coaching session. Participation by any individual in the first coaching session constitutes acceptance of these terms and conditions.

Format of Sessions

Face to face video calls (by mutual agreement), via Zoom, Google Meets, Skype, Webex or similar technology (client calls the coach); telephone coaching sessions (client calls coach); or other format where such is agreed. The length of each session is as agreed between the coach and the client before coaching sessions commence.

Session Fees

In accordance with the coach’s current per session fee or fee for a package of sessions, or any other such fee as shall be agreed and notified to the client. The coach will confirm the fees in writing, usually by email, unless this is impractical. The number of sessions for which payment is required in advance will be agreed before coaching sessions commence.

Additional Sessions

The Coach may agree to provide additional coaching sessions after completion of the initial agreed session(s). These terms and conditions will apply to any additional sessions so provided and the Per Session Fee will remain the same as originally agreed except where the coach notifies the client in writing by letter or e-mail of a change to the Fee or to any other term or condition in accordance with the section in these terms and conditions headed “Variation of Terms and Conditions”.

Dates and Times Of Sessions

The date and time of the first session and any subsequent session will be agreed between the Coach and the client by phone or email and confirmed by the coach by email. Sessions can only be rearranged in accordance with the section in these terms and conditions headed “Rearranging Sessions”.

Payment Terms

Fees can be paid online by debit or credit card or Venmo using the website payment only, and must be made in advance of any booking or session.

Acceptance of business is only when acknowledgement has been received, and can be rescinded or cancelled at anytime for any reason what so ever before the session starts.

Where payment has not been received or verified by the coach in advance of a coaching session the coach is not obliged to provide the session.

Between Sessions

The coach may assign the client tasks or exercises to complete between coaching sessions. There is no obligation on the client to complete these items of ‘homework’, but not doing so may slow the client’s progress in gaining improved quality of life or achieving desired business or personal outcomes.

The client may contact the coach by phone or e-mail where they are permitted to do so, between sessions to seek clarification regarding anything arising from a coaching session or for administrative purposes (e.g. where a client needs to rearrange a coaching session or make a payment). Additional coaching can also be provided between sessions but there will be an additional charge for this. The Coach will always advise a client in advance if the nature of a client’s contact is likely to incur an additional charge and no such charges will be imposed without the client’s agreement.

Cancelling / Rescheduling Sessions

If a client needs to cancel or reschedule a coaching session, they should provide at least 24 hours notice. No refunds will be given to clients for cancelling a coaching sessions if less than 24 hours notice has been given. In exceptional circumstances, the Coach may need to reschedule a coaching session. In those instances she will also give the client 24 hours notice where practical.

Where a client pays for a session or sessions in advance they must have the coaching session(s) that they have paid for within 12 months of the payment or their fee is forfeited.

Confidentiality

Personal information or business information supplied by clients in coaching sessions will be treated as confidential. It will not be disclosed to a third party without the client’s prior permission, save where required by law or where action might be necessary to prevent harm to the client or someone else.

Early and Premature Termination Of Service

In exceptional circumstances, such as illness or unavailability due to bereavement or other commitments, inappropriate behavior by the client, actual or potential conflict of interest, or other reasons, The Coach can decide to terminate the service to the client early or refuse or be unable to provide further coaching sessions to the client. In such a circumstance the client will be given reasonable notice of termination by the Coach where practicable and will be refunded any advance payments made for coaching sessions not yet provided.

Mutual Responsibilities

The Coach will seek to enable the client to improve their quality of life or level of business success and to achieve their desired outcomes. Remarkable results can be achieved where clients follow a clear plan in a committed way. However, the client has sole responsibility for taking important decisions in their life or business. The Coach has no liability for any loss incurred by any client, whether financial or otherwise, following commencement of coaching sessions, or for any perceived failure by the client, whether justified or otherwise, to achieve a material improvement in quality of life or business or to achieve their desired outcomes or goals.

Variations To Terms and Conditions of Trade

Where an Initial Number of Sessions is agreed, any changes to these terms and conditions intended to take effect prior to the conclusion of those Initial Number of Sessions will only have effect if agreed by both the Coach and the client and confirmed by the Coach in writing by email or letter. In other cases, the Coach may change any of these terms or conditions including the Per Session Fee by giving the client one week’s notice in writing by letter or e-mail of the change(s). If following receipt of such notification of change, the client no longer wishes to proceed with further coaching sessions, they may withdraw from the service immediately by giving notice in writing by email or letter and they will then be entitled to a full refund of any fees paid in advance for coaching sessions not yet provided. Such notice will be effective on receipt by the Coach.

Governing Laws and Your Statutory Rights

This contract is governed by the laws of the state of New York, and the jurisdiction of the federal government of the United State of America in relation to any dispute, disagreement, proceedings or legal claim of any nature relating to the service provided or the contract.

This contract does therefore not affect your statutory rights under the laws governing this territory.