Client and Coach acknowledge and agree that:

Coaching is

• Coaching is a partnership—defined as an alliance, not a legal business partnership—between the Coach and Client.
• Coaching services are designed to facilitate the creation and development of personal, professional, leadership, or career goals and to help the Client develop and carry out strategies for achieving those goals.
• Coaching is a collaborative, forward-focused process intended to support the Client’s learning, decision-making, leadership development, and progress toward personally identified goals.
• Coaching includes no guarantees or warranties, expressed or implied, regarding any particular personal, professional, financial, or business result.

Coaching is not

• Coaching is not therapy, counseling, diagnosis, treatment, or advice-giving and is not a substitute for psychotherapy, psychoanalysis, mental health care, substance-use treatment, legal advice, medical care, financial advice, or other professional services.
• Coaching does not prevent, cure, diagnose, or treat any mental disorder, medical condition, or disease.
• It is the Client’s responsibility to seek appropriate independent professional guidance or emergency assistance when needed.
• If the Coach believes the Client would be better served by another coach or qualified professional, the Coach may recommend an appropriate referral or suggest that the coaching relationship be paused or ended.

Responsibility

• The Coach will maintain the ethics and standards of professional behavior established by the International Coaching Federation (ICF). The current ICF Code of Ethics is available at:
  https://coachingfederation.org/credentialing/coaching-ethics/icf-code-of-ethics/
• The Client is responsible for their own personal, physical, mental, and emotional well-being and remains solely responsible for their decisions, choices, actions, and results.
• The Client agrees to inform the Coach of any mental health, medical, or substance-use concern that may materially affect the coaching relationship or the Client’s ability to participate safely and effectively in coaching.
  The Client remains responsible for obtaining appropriate support from qualified professionals.
• The Coach is not liable or responsible for the Client’s actions or inaction or for any direct or indirect result of the coaching services provided.
  The Client understands that coaching supports reflection, learning, decision-making, and action but does not guarantee any particular outcome.

Confidentiality and exceptions to confidentiality

• The Coach will keep information and records related to the coaching relationship confidential to the extent permitted by the laws applicable to the Coach and Client.
• The Coach will not disclose information pertaining to the Client without the Client’s written consent, except as described under the exceptions to confidentiality below.
• The Coach may discuss general coaching topics with other coaching professionals for supervision, mentoring, training, or professional-development purposes, provided that no identifying Client information is disclosed.
• The Coach and Client acknowledge that email, text messages, videoconferencing platforms, and other electronic communications cannot be guaranteed to be completely secure or confidential.
  Coaching sessions will not be recorded by either the Coach or Client unless both parties provide written consent in advance.

Exceptions to Confidentiality

The Coach may disclose otherwise confidential information:

• When required by applicable law;
• In response to a valid court order, subpoena, or other legal process;
  When the Coach reasonably believes there is an imminent risk of serious harm to the Client or another person; or
• When legally applicable reporting obligations require disclosure of suspected abuse, neglect, or exploitation.

Practice-Sponsored and Key-Leader Coaching
When coaching is purchased or sponsored by a practice, employer, or other organization:

• The sponsoring organization may participate in identifying the overall goals or leadership-development priorities of the engagement.
• The individual receiving coaching is considered the coaching Client for purposes of confidentiality.
• The content of individual coaching conversations will remain confidential.
  The Coach may share general administrative information with the sponsoring organization, such as whether scheduled sessions have occurred.
• The Coach will not disclose the content of individual coaching conversations or specific information shared by the Client without the Client’s written consent, except when disclosure is otherwise required by law.
• Any additional expectations regarding progress reports, assessments, or information sharing will be discussed and agreed upon by the Coach, Client, and sponsoring organization before that information is shared.

Our signatures on this agreement indicate full informed consent, acknowledgement of, and agreement with the information outlined above.

Session Format

• Each coaching session is 50 minutes long and takes place through Zoom unless the Coach and Client make other arrangements in advance.
• The Coach will arrive prepared and free from distractions and asks that the Client do the same.
  The Client is responsible for joining each session on time and, whenever reasonably possible, participating from a private and distraction-free environment.
• If the Client arrives late, the session will ordinarily end at the originally scheduled time.
• If the Client has not joined the session or contacted the Coach within 15 minutes of the scheduled starting time, the appointment may be considered a no-show.

Single Coaching Sessions

• Payment is required at the time the session is scheduled.
• A purchased single session must be scheduled and used within 90 days of purchase.
• Payment for a single session is nonrefundable except as otherwise required by law or specifically agreed upon by the Coach.

Coaching Packages

• The first monthly payment is due when the Client enrolls. Subsequent payments will be processed monthly according to the payment schedule established at enrollment.
• In 3 Month Packages, the nine sessions must be completed within 6 months of the Client’s enrollment date.
• In 6 Month Packages, the 18 sessions much be completed within 9 months of the Client's enrollment date.
• Any sessions remaining after allotted usage period will expire and will not be refunded or transferred.

General Payment Policies

• Payments already processed are nonrefundable except as otherwise required by law or specifically agreed upon by the Coach.
• The Client is responsible for maintaining a valid payment method and promptly addressing any failed or declined payment.
• Sessions may be paused until outstanding payments have been resolved.
• Sessions and packages may not be transferred to another person without the Coach’s written permission.

Ending the Coaching Relationship

• Either the Client or Coach may request to pause or end the coaching relationship at any time.
• When possible, the Coach and Client will discuss the decision and determine whether a final session would be helpful.
• If the Client ends a package before its scheduled completion, payments already processed will not be refunded. Future monthly payments will be discontinued, provided the Client gives written notice at least five business days before the next scheduled payment.
• Sessions covered by payments already made must be used within 30 days of the termination notice and remain subject to the original package expiration date. Any unused sessions will then expire and will not be refunded.
• The Coach may end the coaching relationship if the Coach believes coaching is no longer appropriate, productive, safe, or within the Coach’s professional scope. If the Coach ends the relationship, future monthly payments will be discontinued.

Rescheduling, Cancellations, and No-Shows

• Requests to cancel or reschedule an appointment must be emailed to enneagramreflections@gmail.com at least 24 hours before the scheduled appointment.
• Sessions cancelled or rescheduled with less than 24 hours’ notice may be considered used and will not be refunded, except at the Coach’s discretion in the event of an emergency.
• If the Client does not attend a scheduled session and has not provided notice, the session will be considered used and will not be refunded.
• If the Client misses two appointments without notification or rescheduling, the Coach and Client will evaluate whether coaching is appropriate or workable at that time.

Communication Between Sessions

• The Client is welcome to communicate with the Coach between sessions by emailing enneagramreflections@gmail.com.
• The Client may use between-session email to share progress, celebrate successes, ask a brief question, or request brief feedback about a “sticky” situation.
• The Coach will ordinarily respond within two business days.
  Between-session email communication is intended for brief coaching support and is not a substitute for a scheduled coaching session.
  Email is not monitored continuously and must not be used for emergency or crisis support.

In an emergency or personal crisis, the Client should call 911, call or text 988, or contact another appropriate emergency or crisis service.

Informed Consent and Agreement
By signing below, the Client and Coach acknowledge that they have read, understood, and agreed to the information, policies, and working agreements outlined above. Both agree to honor these terms throughout the coaching relationship.

 

Session Format

• Each coaching session is 50 minutes long and takes place through Zoom unless the Coach and Client make other arrangements in advance.
• The Coach will arrive prepared and free from distractions and asks that the Client do the same.
  The Client is responsible for joining each session on time and, whenever reasonably possible, participating from a private and distraction-free environment.
• If the Client arrives late, the session will ordinarily end at the originally scheduled time.
• If the Client has not joined the session or contacted the Coach within 15 minutes of the scheduled starting time, the appointment may be considered a no-show.

Single Coaching Sessions

• Payment is required at the time the session is scheduled.
• A purchased single session must be scheduled and used within 90 days of purchase.
• Payment for a single session is nonrefundable except as otherwise required by law or specifically agreed upon by the Coach.

Coaching Packages

• The first monthly payment is due when the Client enrolls. Subsequent payments will be processed monthly according to the payment schedule established at enrollment.
• In 3 Month Packages, the nine sessions must be completed within 6 months of the Client’s enrollment date.
• In 6 Month Packages, the 18 sessions much be completed within 9 months of the Client's enrollment date.
• Any sessions remaining after allotted usage period will expire and will not be refunded or transferred.

General Payment Policies

• Payments already processed are nonrefundable except as otherwise required by law or specifically agreed upon by the Coach.
• The Client is responsible for maintaining a valid payment method and promptly addressing any failed or declined payment.
• Sessions may be paused until outstanding payments have been resolved.
• Sessions and packages may not be transferred to another person without the Coach’s written permission.

Ending the Coaching Relationship

• Either the Client or Coach may request to pause or end the coaching relationship at any time.
• When possible, the Coach and Client will discuss the decision and determine whether a final session would be helpful.
• If the Client ends a package before its scheduled completion, payments already processed will not be refunded. Future monthly payments will be discontinued, provided the Client gives written notice at least five business days before the next scheduled payment.
• Sessions covered by payments already made must be used within 30 days of the termination notice and remain subject to the original package expiration date. Any unused sessions will then expire and will not be refunded.
• The Coach may end the coaching relationship if the Coach believes coaching is no longer appropriate, productive, safe, or within the Coach’s professional scope. If the Coach ends the relationship, future monthly payments will be discontinued.

Rescheduling, Cancellations, and No-Shows

• Requests to cancel or reschedule an appointment must be emailed to enneagramreflections@gmail.com at least 24 hours before the scheduled appointment.
• Sessions cancelled or rescheduled with less than 24 hours’ notice may be considered used and will not be refunded, except at the Coach’s discretion in the event of an emergency.
• If the Client does not attend a scheduled session and has not provided notice, the session will be considered used and will not be refunded.
• If the Client misses two appointments without notification or rescheduling, the Coach and Client will evaluate whether coaching is appropriate or workable at that time.

Communication Between Sessions

• The Client is welcome to communicate with the Coach between sessions by emailing enneagramreflections@gmail.com.
• The Client may use between-session email to share progress, celebrate successes, ask a brief question, or request brief feedback about a “sticky” situation.
• The Coach will ordinarily respond within two business days.
  Between-session email communication is intended for brief coaching support and is not a substitute for a scheduled coaching session.
  Email is not monitored continuously and must not be used for emergency or crisis support.

In an emergency or personal crisis, the Client should call 911, call or text 988, or contact another appropriate emergency or crisis service.

Informed Consent and Agreement
By signing below, the Client and Coach acknowledge that they have read, understood, and agreed to the information, policies, and working agreements outlined above. Both agree to honor these terms throughout the coaching relationship.