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Coaches & trainers

Client agreements and consents for coaching

Code of ethics, confidentiality, cancellation terms. AI generates, client signs on the phone.

A coach or trainer works with confidential information and emotionally sensitive topics. A professional contract with a clear code of ethics, cancellation terms and confidentiality protects both you and the client. zipzipdoc prepares these documents in minutes.

GDPR compliant · EU-hosted
78 %
of coaches lack signed cancellation terms
34 %
of coaching disputes arise from unclear terms
5 min
to prepare a coaching agreement in zipzipdoc
100 %
of clients sign documents before the first session

What slows you down today

  • Cancellation terms are unclear
  • GDPR consent not signed
  • Group coaching — multiple signers

What you get with zipzipdoc

  • Bulk signing for groups
  • Ethics and confidentiality covered
  • GDPR-friendly consents
Day in the life

How it works in practice

A new client expresses interest in coaching. The coach sends a coaching agreement via zipzipdoc with a code of ethics, GDPR consent and cancellation terms. The client reads the documents, may ask questions, and signs on their phone. The coach gets a notification and can schedule the first meeting.

How we help

Three things that change

Bulk signing for groups

Ethics and confidentiality covered

GDPR-friendly consents

“Clients sign the agreement with the code of ethics before the first session. Our relationships are cleaner and more professional.”
Mary P., executive coach
Relevant documents

Documents for you

Click any document to jump straight to a detailed guide.

Useful guides

How-to guides for you

Step-by-step guides related to the documents you work with.

Frequently asked

Questions & answers

A good coaching agreement includes: scope and goals of coaching, number of sessions, fee and payment terms, cancellation terms, confidentiality clause and code of ethics.
Further reading

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Popular documents

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Glossary

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