Agreements provide structure and reinforce commitment in your coaching relationships.

Any offer you create in Satori can optionally include a formal Agreement document that your client is required to review and accept as part of the sign-up process. This is useful when you want to create a more professional structure for your coaching work and ensure that your client is aware and committed to the process.

Why use coaching agreements?

Agreements give structure to the coach-client relationship, providing a strong foundation for coaching—especially business coaching, life coaching, or any coaching relationship where you’re working with your clients over an extended period of time. They help you establish a professional and ethical grounding for your work.

When to use coaching agreements

Including an agreement document in your offer is completely optional. You can enable or disable this feature for each individual offer. You will likely want to enable this for any paid coaching offer (especially a coaching program where you’re working with your client over a period of several months). For free introductory sessions and first-contact situations, you might want to skip this in order to make your client booking process as straight forward as possible.

What should my agreement cover?

Your agreement should typically cover the following things:

• nature and intentions of the coaching relationship
• the specific services to rendered (number of sessions, length of sessions, location of sessions, etc.)
• the payment schedule and duration of the initial commitment
• the client’s accountability for doing the work
• procedures for coaching calls
• policies around missed sessions and rescheduling
• client confidentiality
• any applicable disclaimers or legal issues (please seek the appropriate, professional advice on this one)

Satori comes with an example agreement template that you can use as a starting point; but you should customise it to fit the needs of your specific practice.