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Done for you in 5 minutes.
Get a professional, comprehensive client service agreement tailored to your therapy or wellness practice. Walk away with clear policies on fees, cancellations, confidentiality, and boundaries to protect your business and align with your clients.
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Starting your own counseling or wellness practice is a deeply rewarding journey, but managing the business side of therapy requires clear structures to protect both you and those you help. A Counselling and Wellness Client Service Agreement is the foundational document that sets the stage for a safe, professional, and therapeutic relationship. You need this agreement the moment you begin onboarding clients, whether you are a licensed therapist, life coach, or holistic practitioner. A truly great agreement does more than just outline legal liabilities; it acts as a gentle boundary-setter that establishes mutual respect from day one. It clearly communicates your policies around late arrivals, session fees, and communication boundaries without sounding clinical, cold, or intimidating. By laying out these guidelines upfront in a warm yet firm tone, you prevent misunderstandings down the road, protect your income, and create a secure container where your clients feel safe to do their healing work.
Yes, wellness coaches absolutely need a client agreement to clearly distinguish their services from medical or psychological treatment. This document protects you from liability by clarifying your scope of practice and ensures clients understand they are receiving coaching, not clinical therapy.
Signing the agreement should be a non-negotiable prerequisite to starting sessions to protect both parties. If a client hesitates, use it as an opportunity for a warm conversation to address their concerns and explain how these boundaries actually create a safer space for their growth.
Your agreement should state that sessions start and end strictly on time, and that late arrivals will only receive the remaining portion of their scheduled block for the full fee. This ensures you are compensated fairly for your reserved time while keeping your schedule on track for other clients.
You can raise your fees, but you must provide clients with the advanced notice period specified in your agreement, which is typically 30 to 60 days. Once that notice period passes, you will have them sign an updated agreement or a rate amendment form to officially transition them to the new fee structure.
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