Important Notice
The information provided here is intended solely as a general example for documenting coaching agreements in the United States. It does not offer legal advice and should not replace consultation with a qualified attorney specializing in contract or coaching law. Legal requirements can differ based on jurisdiction, and modifications may be necessary to ensure compliance with local regulations. The use of this template is at your own risk, and no liability is assumed for any errors, omissions, or consequences resulting from its use without professional legal review.
Please note: This is a sample Coaching Intake Form for US clients, provided for illustrative purposes only. Specific details may vary based on individual coaching arrangements and applicable laws.
Sample Coaching Intake Form (US)
Client Information:
Name: ____________________________
Email: ____________________________
Phone: ____________________________
Address: ____________________________
Coaching Details:
Preferred Coaching Dates: ____________________________
Session Frequency: ____________________________
Goals and Objectives: ____________________________
Confidentiality & Policies:
The coach agrees to maintain confidentiality of all client information. Any cancellations require at least 24 hours’ notice, and payment is due prior to scheduled sessions unless otherwise agreed.
Legal Acknowledgment:
Both parties agree to adhere to applicable laws and professional standards. This form does not constitute a legal contract but serves as an initial agreement to proceed with coaching sessions.
Additional Notes:
- Clients are responsible for their own wellness and progress.
- Session dates and times may be rescheduled with mutual agreement.
- Any specific requirements or accommodations should be communicated in advance.
Location: ____________________________
Date: ____________________________
Coach Signature
Client Signature