Scope of Services
Describe the coaching services, session types (in-person, virtual), number of sessions, expected outcomes, and any exclusions or limits to care.
A written Body Coaching Agreement protects both parties by defining scope, payment, and safety-related disclosures, and by documenting consent for physical or wellness interventions. It can limit liability and create an enforceable record of agreed deliverables.
Use this agreement to document responsibilities, fees, cancellation terms, informed consent, and any required medical disclosures prior to beginning services.
Coach — Independent Contractor. The coach is typically the service provider who sets program scope, pricing, and session rules. The coach should include insurance, emergency procedures, any professional licensure claims, and whether they act as a medical professional or referral source.
Client — Individual or Authorized Representative. The client confirms medical disclosures, consents to the program, agrees to payment and cancellation terms, and authorizes the coach to provide services under the named scope. For minors, a parent or guardian must sign.
Describe the coaching services, session types (in-person, virtual), number of sessions, expected outcomes, and any exclusions or limits to care.
State fees, deposit requirements, payment schedule, accepted payment methods, late fee policies, and whether packages are refundable or transferable.
Require the client to disclose relevant medical history, current medications, and physician approvals when applicable to reduce risk and inform safe coaching plans.
Set notice requirements for cancellations or rescheduling, any forfeiture rules, and exceptions for emergencies or documented medical issues.
Define how personal and health information is protected, any permitted disclosures, and recordkeeping practices; note HIPAA applicability if the coach is a covered entity.
Include disclaimers, assumption of risk, indemnification language where appropriate, and insurance requirements for the coach or client activities.
| Field | Configuration |
|---|---|
| Signer Order | Set coach first, then client for sequential signing |
| Authentication | Use email link plus optional SMS code |
| Reminders | Automatic reminders at 3 and 7 days |
| Expiration | Set link expiration at 30 days to enforce timeliness |
Ensure the platform can export signed PDFs with an audit trail and meets any applicable compliance requirements for your industry.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Date when services and obligations begin
List specific due dates or number of days from invoice
Specify required notice period for cancellations or rescheduling
Define automatic renewal or notice period to renew/terminate
State when retention clock begins (execution date recommended)
Prepare the initial agreement and attach program materials or exhibits
Exchange edits, confirm medical and liability language
Collect signatures and dates from all parties
Provide copies and file the executed agreement securely
A freelance fitness coach sells a 12-session package to a client and documents session schedule and refund policy.
A wellness clinic offers a guided body-movement program as part of a membership and uses the agreement to define scope and HIPAA handling.