Industries  ›  Coaches & Trainers

Coaching and training contracts that cover
scope, liability, and what you're not promising.

Personal coaches, fitness trainers, and training consultants — engagement agreements, liability waivers, refund policies, and scope-of-advice terms. Free.

Draft your agreement

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Coaching involves advice, guidance, and in some cases physical activity. The contract has to limit liability and define exactly what kind of professional you are.

Coaching agreements need to address: what you're providing (coaching, not therapy; training, not medical advice), what the client is responsible for, liability waivers for physical activity, refund policy, and confidentiality of coaching conversations.

Industry-specific clauses

Coaching-is-not-therapy disclaimer. Fitness advice is not medical advice disclaimer. Physical activity liability waiver. Refund policy for prepaid packages. Confidentiality of session content. Scope of sessions (frequency, format, duration). Results-not-guaranteed disclaimer.

Common deal types

1-on-1 coaching engagement, group coaching program, online course with coaching, fitness training package, corporate wellness training, and executive coaching retainer.

What the AI tailors

BizDraft asks about coaching type (life, business, fitness, executive), session format (in-person, virtual), payment structure (per session, package, retainer), and whether physical activity is involved.

The documents coaches and trainers need for every client.

Generate once per program type. Every client signs before the first session.

Main contract

Coaching engagement agreement

Scope of coaching, session frequency and format, payment, refund policy, confidentiality, disclaimer, and termination terms.

Physical activity

Liability waiver

For fitness training, physical performance coaching, or any engagement involving physical activity. Client acknowledges inherent risk and releases the trainer from injury liability.

Package program

Coaching package agreement

Pre-paid session bundle or program. Package price, what's included, refund and cancellation terms for unused sessions, and expiration date.

Group coaching

Group program agreement

Group coaching or mastermind. Program scope, no individual results guarantee, confidentiality of group discussions, and no-refund policy for group cohort.

Corporate

Corporate training agreement

Workplace training program. Scope of training, materials ownership, scheduling flexibility, cancellation terms, and confidentiality of employee information.

Five shapes a coaching engagement takes.

Ongoing 1:1

Monthly coaching retainer

Regular coaching sessions at a fixed monthly rate. Coaching engagement agreement with session frequency, communication access, and 30-day cancellation notice.

Package

Pre-paid session bundle

10-session or 12-week program. Package agreement with what's included, session expiration date, and refund policy for unused sessions on cancellation.

Fitness

Personal training engagement

Physical training. Coaching agreement plus liability waiver. Training scope, medical clearance acknowledgment, injury risk disclosure, and physical activity waiver.

Group

Group coaching or mastermind

Cohort-based program. Group agreement with confidentiality of discussions, no-refund for cohort enrollment, and individual results disclaimer.

Corporate

Workplace wellness or leadership training

Employer-contracted training program. Scope, scheduling, cancellation, materials ownership, and employee confidentiality terms.

Five coaching risks. All preventable in the agreement.

Results claim liability

Client expected guaranteed outcomes and is demanding a refund when they don't materialize. Fix: results-not-guaranteed disclaimer and refund policy that's clear before enrollment.

Physical injury

Client is injured during a training session. Fix: liability waiver signed before first physical session — client acknowledges inherent risk and releases you from injury claims caused by their own participation.

Professional scope confusion

Client treats your coaching as therapy or your fitness advice as medical advice. Fix: explicit disclaimer — coaching is not therapy; fitness guidance is not medical advice. Client consults their own professionals.

Package refund dispute

Client wants a full refund after completing half the sessions. Fix: clear refund policy in the package agreement — typically pro-rated for unused sessions or no-refund for cohort programs.

Confidentiality breach

Coaching session content shared inappropriately. Fix: confidentiality clause covering all session content — what you discuss stays confidential, with defined exceptions (safety risk, legal obligation).

Four steps. New client to signed coaching agreement.

1

Choose the coaching type

Life coaching, fitness, executive, group — BizDraft shapes the agreement around your practice.

2

Answer the questions

Session format, payment structure, refund policy, physical activity, disclaimer type. Plain English.

3

Review the draft

Adjust scope, waiver language, or refund terms inline before downloading.

4

Sign before session one

Word or PDF. E-sign before the first session. Waiver signed on day one. Done in five minutes.

Every client covered.
Scope, liability, and expectations — defined before the first session.

Free. Built for how coaching and training work actually runs.

Draft your agreement

⚠ Legal disclaimer: Agreements generated by BizDraft are AI-produced for informational purposes only. They do not constitute legal advice and do not create an attorney-client relationship. For any agreement of significant legal or financial importance, consult a qualified attorney before signing.