Group Coaching Program Agreement Template

A group coaching program brings its own questions: what happens when someone misses a session, who sees the recordings, how the group keeps what's said private, and how payment plans and refunds work. This template answers each one for a cohort program, in language participants can read in minutes.

  • 1. The Program
  • 2. Attendance and Recordings
  • 3. Group Confidentiality and Conduct
  • 4. What Coaching Is and Isn't
  • 5. Fees and Payment Plans
  • 6. Refunds and Transfers
  • 7. Changes by Coach
  • 8. Program Materials
  • 9. Limitation of Liability
  • 10. General
  • Signatures from both parties
Free, no account needed to start. Not legal advice.

Use it when participants enroll in a cohort, mastermind, or group coaching program that runs on a set schedule.

The full template

Words in brackets, like [Client Name], fill in automatically from your client's details when you use the template in Clientary.

In the editor, you can change any section or add your own. Once you send it, your client signs online from any device. Edit this template online

This Group Coaching Program Agreement is made on [Contract Date] between [Company Name] ("Coach") and [Client Name] ("Client").

1. The Program

Client is enrolling in [the program name and start date, for example: the Lead Well cohort starting March 3] (the "Program"). The Program includes:

  • Eight weekly group sessions of 90 minutes, by video, for up to 12 participants
  • Two 30-minute one-on-one calls with Coach
  • A workbook, and a private online group for the length of the Program

2. Attendance and Recordings

Group sessions run at set times and can't be moved for one participant. Sessions are recorded, and recordings are shared with the group for 60 days after the Program ends. Recordings are for participants' own use only and may not be shared or downloaded. Coach will pause a recording on request.

3. Group Confidentiality and Conduct

What other participants share stays in the group. Client may share their own learning, but not other participants' names, stories, or details. Client agrees to treat others with respect. Coach may remove a participant who repeatedly disrupts the group or breaks its confidentiality, and will refund their fees for sessions not yet held.

4. What Coaching Is and Isn't

Coaching helps participants set goals and act on them. It isn't therapy, counseling, or medical, legal, or financial advice. Each participant is responsible for their own decisions and results.

5. Fees and Payment Plans

The Program fee is $1,800, paid in full on enrolling, or in three monthly payments of $650, the first on enrolling. If a payment is more than seven days late, access to sessions and recordings is paused until it's paid.

6. Refunds and Transfers

  • Before the Program starts: a full refund, if Client withdraws at least 14 days before the first session.
  • After that, and before the second session: a refund of 50% of the Program fee.
  • From the second session on: no refund, and payments remaining on a plan stay due. Client may instead transfer once to a later cohort.

7. Changes by Coach

If Coach cancels the Program, Client receives a full refund. If Coach moves a session, Coach will give as much notice as possible, and the session will be recorded.

8. Program Materials

The workbook, recordings, and other materials belong to Coach. Client may use them for their own development, but not share, resell, or teach from them.

9. Limitation of Liability

Coach's total liability under this agreement is limited to the fees Client has paid for the Program.

10. General

This agreement is governed by the laws of [state or country]. It is the entire agreement between the parties and may only be changed in writing. By signing below, both parties agree to these terms.

How to use this template in Clientary

  1. Edit it online. Change any section or add your own. No account needed.
  2. Preview it as your client will see it. Fill in who it's for and pick a design.
  3. Start your free trial to send it. Confirm you'll have it reviewed, since templates aren't legal advice, and your contract is waiting in your new account with your client's details filled in.
  4. Send it to be signed. Your client reviews and signs online, and you can see when it's viewed and signed.

Learn more about contracts and e-signatures in Clientary.

Frequently asked questions

Should group coaching sessions be recorded?

Many programs record sessions so participants can catch up on ones they miss. The agreement should say who can watch them, for how long, and that they can't be shared outside the group.

How do refunds work for a group program?

Commonly a full refund before the program starts, a partial refund early on, and none once it's well underway, since a participant's seat can't be filled. A transfer to a later cohort is a common alternative.

Is this group coaching program agreement template free?

Yes. Read and copy the full text on this page, or edit it online and see it as your client will. When it's ready, start a free Clientary trial to send it or download it as a PDF.

Has a lawyer reviewed this template?

No. It's a general starting point written by Clientary, not legal advice, and it hasn't been reviewed by a lawyer for your situation or the laws where you and your client work. Have your own counsel review it before you use or sign it.

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