Coaches need to have something that provides their Terms of Service. This could be a contract or coaching agreement that details what they are offering. Terms of Service – or TOS – sets expectations between you and your client regarding the coaching package or training they are buying. Some companies you might work with will have their own, while others may expect you to bring a contract to the table (so to speak).
Here are some things you’ll need to think through as you write your own.
Keep it simple when writing your terms of service.
Keep it Simple
Keeping it simple will help your prospects not feel intimidated. Keep it brief and include only the relevant information that is important to both you and the hiring party. Explain that it protects you and them by giving a clear definition or purpose.
The Basics
Include a clear description of what the TOS covers such as the name of your coaching package or training, dates, times and materials provided. You might include when, where and how they have access to you, or anything that is not included. The Terms of Service spell out exactly what your client is expected to do and what you will do for them in exchange.
Consider things you need, like WiFi access, A/V equipment, a conference room, refreshments and include those, too.
Payment Policy
Most contracts are clear about the money. Are you expecting payment in full or offering split payments? What happens if someone’s payment is rejected and there is a chargeback fee that you must pay?
Now would be a good time to review your payment platform policies (their TOS!), if you have one. Knowing additional costs associated with insufficient funds will help you make decisions around your own payment policy.
Cancelations and Rescheduling
Consider when you make a doctor or dental appointment. Their terms are usually clearly stated — if you cancel with less than 48 hours, you will pay a cancelation fee. What will you do if someone cancels with little notice or actually fails to show up to their scheduled coaching appointment? Your time is valuable, and barring an emergency, their lack of commitment means lost time and money.
Make these decisions now and set them in stone in your TOS!
Your Terms of Service protect both you and your client.
Templates and Other Help
Even with these suggestions, we know that writing your terms of service can still be intimidating. So, find a template! There are plenty online that are free. Others are through legal membership groups and charge a small fee. Talk to your mentor or other coaches and find out what they are doing and how they are handling contracts. Regardless of who you lean on, we highly recommend letting an attorney take a look.
Just remember to keep it simple for both yourself and your clients to avoid overwhelm.
Check out The Coach Business Guide: The Path to Launch and Grow your Coaching Practice, Chapter 32 – Tools for Continued Growth for more information and help.
[…] need to have a basic understanding of legal matters. Corporations will probably expect to see your Terms of Service in writing to comply with their own internal accounting. If you create your own materials, it is […]