Beginning with establishing agreement about how we will be working together.
Coaching Services Agreement
This Coaching Agreement describes the terms of my 1-on-1 private Coaching Services in effect from the start of all Coaching Packages, and which are applicable during both free and paid Sessions.
The first Session is always provided at no charge with your first 1-on-1 private Coaching Package. You pay for a package of Sessions only after the first free Session has concluded, and only if you decide you want to continue working together. And there is absolutely no obligation for you to do so. It is perfectly acceptable for you to decide after the first Session to go no further. And we can part as friends.
To confirm our mutual understanding, please sign this Coaching Services Agreement at the bottom.
TLDR Executive Summary- All purchases are final, with no refunds. No refunds are offered for any missed Sessions
- No Sessions in any paid Coaching Package can be scheduled until all due payments are received in full
- Should a Coaching Package be terminated by either one of us before its natural expiry, you will still continue to be responsible to make any outstanding monthly payments that may still remain if you have chosen a monthly payment plan
24-hour advance notice is required to re-schedule or cancel 1-on-1 coaching Sessions (sessions re-scheduled or canceled within the 24-hour advance notice period count as a missed Session)
Missed Sessions are deemed as a completed Session in the total number included in the package you have purchased
If you are late and I have not received an email from you within 15 minutes of the scheduled start time, I will consider the appointment cancelled with less than 24-hours advance notice, and no refund will be given
After two missed Sessions, either from tardiness or providing insufficient re-scheduling notice, I reserve the right to terminate the relationship, and no refunds will be given
You can always review, print and download a copy of this signed Agreement in the Worksheet section of your private online portal, which will made available to you after you sign this Agreement.
Coaching Services Agreement
Please type in your full name and today's date (M/D/YYYY):
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Welcome to our coaching relationshipI am excited about supporting you on your on-going journey of personal discovery.
I have found the coaching process to be very powerful in my own life, and I'm looking forward to sharing the coaching process with you.
This Agreement describes the general standard terms of our coaching relationship.
My coaching approach is aligned with the International Coaching Federation’s
Code of Ethics.
The Coaching Services I provide are not intended to be professional advice, therapy, consulting or counseling, but certainly may address specific personal or professional goals and/or general conditions in your life.
The Coaching Services to be provided by me to you are by video-conference or by telephone, unless in-person face-to-face Sessions are required (which are provided under a separate fee structure).
The relationship between us will be that of me being an independent contractor, and nothing in this Agreement shall render me your employee, worker, agent or partner.
During the period of our working together, contact by email, usually initiated by you, is welcome and encouraged should you have a problem or concern, or if you can’t wait to share a success with me. You can send email to
jonn@jonnkares.com.
For my 1-on-1 coaching clients, if needed, and subject to my availability, I can make time between our scheduled Sessions to meet with you. I am committed to providing this extra level of care. I do not bill for this extra time, but I ask that you keep these occasional Zoom calls just for situations that are truly urgent. The best way to arrange for a quick video chat is to go to the Appointments tab in the Overview section of your personal online portal and create a new Appointment, selecting the "Anytime Urgent 15-Minute Check In" option.
Designing the Alliance
My approach to coaching is about you as a whole person—your values, goals, work aspirations, dreams, priorities, and life purpose, helping you remain focused on your bigger picture. We will always be working together in ways only specific to you and your needs. This is called designing the alliance, and is something we can re-design whenever we need to. Coaching is flexible that way. We have already begun to design our alliance and are further refining it with this Coaching Agreement.
This a 200% relationship – 100% from both of us
Feel free to accept, modify or simply decline any suggestion or request that I may present to you as part of the coaching. Should you ever determine the coaching is not working as desired, you agree to communicate and take actions to return momentum to the coaching relationship. I agree, too, to always do the same.
Throughout our working relationship, our conversations will be very direct and personal. You can count on me to be honest and straightforward during our Sessions as the purpose of our interaction is to hold focus on your desired outcomes, and to coach you to stay clear and in action. You understand that the power of the coaching relationship can only be granted by you—and you agree to do just that.
Part of what makes coaching effective is recognizing that feelings are a normal and healthy part of being human and that through our coaching relationship, awareness and curiosity may be brought to your feelings so that you can make more informed choices and move into your desired action. You understand that coaching does not deal with any psychological antecedents to emotions—that is the realm of therapy.
My objective is to have a coaching relationship that is fully open, honest, trusting, and real. We both realize that communication via telephone or email entails extra challenges since we cannot see body language, facial expressions, and other intangible aspects of human communication. We agree to give each other plenty of latitude, and promptly ask for clarification if there is a misconnection, misunderstanding, or miscommunication.
It is agreed I cannot guarantee results, and the outcomes of coaching session conversations is entirely and solely your responsibility. You agree to never hold me responsible in any way for the outcomes of any kind resulting from our coaching conversations, nor decisions that you may make before, during or after any of our coaching Sessions or coaching conversations.
Should I be prevented from or delayed in performing my obligations by any circumstance outside of my control, I shall not be liable to you for any costs, charges or losses sustained or incurred by you that arise directly or indirectly from such prevention or delay.
Confidentiality
For coaching to be effective, a safe and secure environment is paramount.
In support of that, I hold all of the information that we discuss to be strictly confidential, and guarantee to never share such Confidential Information in any way that directly identifies you with any other party without direct, written permission authorized by you, except:
As is required by law, should I have any reason to fear for your or another person’s safety, or if I should learn of illegal activity
Any information which is already in, or comes into, the public domain otherwise than through my unauthorized disclosure, or was already in my possession before your having disclosed it to me
Any information rightfully obtained by me from a third party lawfully in possession of such Confidential Information who is not bound by confidentiality obligations to you
You are always free, without limitation, to disclose to third parties such information as you wish about our coaching Sessions.
Only with your consent, or at your request, can Sessions be audio and/or video recorded digitally, and/or mechanically-generated transcripts be produced, for the sole purpose of possible future review by you and/or me. You will always be able to download such recordings and/or transcripts and to keep your own copies. Any such recordings and/or transcripts are always securely stored via encryption and are never transmitted via unsecured channels. Any such recordings and/or transcripts are only retained by me while I am providing Coaching Services to you, after which they are permanently and irretrievably destroyed.
Similarly, if you have enrolled in any online journaling program I might offer, your encrypted entries are securely stored only for the duration of your subscription, after which your digital journal is permanently and irretrievably destroyed, but you can easily download all your data before that for your own safe-keeping (which I encourage you to do).
To acquire and/or maintain professional Coaching Credentials, I may be required to provide the names and contact information of my clients for possible verification by coaching certification bodies. You agree to have only your name, contact information and start and end dates of our coaching sessions shared with any certification bodies involved in this process for the sole and necessary purpose of verifying the coaching relationship.
Intellectual Property
In the course of my providing Coaching services to you I may rely on proprietary content I am permitted to use. I grant to you a limited, non-exclusive, non-transferable, non-sub-licensable revocable license to use all or any of the content or material that may be used in the delivery of my Coaching Services for your own purposes only, and only for the purposes for which the Coaching Services were provided.
Data Protection & Privacy
You acknowledge and agree that your personal data will be processed by and on behalf of me as part of my providing you with the Coaching Services as detailed in the
Privacy Policy (which comprises part of this Agreement).
Any third-party services I may rely on to deliver the Coaching Services (that may include but is not limited to CoachAccountable, Zoho, Wix, MailerLite, Thinkific, Simplero, Zoom, PayPal, Stripe, etc.) will always be certified to be GDPR-compliant.
Any such third parties agree to respect the security of your personal data and to treat it in accordance with the law. Such third parties are only allowed to process your personal data for specified purposes and in accordance with my instructions.
Computer Systems
Despite best efforts to ensure their security, no computer system can ever be relied upon to be 100% secure. I accept absolutely no responsibility or liability for any outcomes resulting from any technical failures, security breaches, data hacks, or any other breakdown of computer systems or networks within or beyond my control.
Private Client Access
Our relationship is being assisted within a secure and confidential online environment. You will be using a unique username and password to your own personal private portal where you can schedule appointments, view and keep records of your progress, and communicate with me directly should you have questions, become stuck or want to share victories and/or celebrate wins and successes with me.
You are responsible for maintaining the security of your user name and password login credentials to prevent unauthorized access to your portal. I agree not to share this information with anyone.
OUR SESSIONS
What I request from you:
We will agree to our coaching Sessions schedule at the beginning of our relationship, and you agree to maintain that schedule, which can be adjusted if required.
Please use my online scheduling tool that I provide to schedule your appointments with me.
At our scheduled appointment times, we will connect via Zoom conferencing (the unique Zoom meeting link will be sent to you as you confirm each new appointment). If you so choose, Sessions can be securely recorded and/or written transcripts saved for future review.
Immediately prior to each Session, to prepare yourself, please take a few minutes to become calm, centered and grounded, focused on the experience that lies ahead. Be in a place where you are comfortable and can concentrate without being disturbed or otherwise distracted for the scheduled length of our Session. Please disable all electronic devices and notifications. Please do not plan to be driving or shopping or otherwise distracted while we are in Session.
Please bring a topic to each Session and be ready to be coached. We cannot coach without a topic. Topics are always arising from your current agenda, concerns, priorities, wants or needs.
Be ready and willing to talk about you. Our coaching time is completely dedicated to you, your growth, learning, and action. It is for you and only you.
In return, this is what I agree to offer you at all times:
To always hold you as naturally creative, resourceful, and whole
To be fully present during our Sessions, to be on time and ready to coach
To be absolutely forthcoming, honest and authentic with you. I agree to hold your agenda as the primary focus of the coaching relationship
To take risks and ask you the hard questions
To speak frankly and without attachment, in service of your growth, learning and agenda
FINANCIAL DETAILS
All Coaching Sessions are scheduled for 90 minutes (extendable to 120 minutes if required and/or requested at no extra cost)
The first Session of your first Coaching Package with me is provided at no charge. All fees are then payable before any subsequent Sessions in a Coaching Package can be scheduled (or prior to each individually-booked single Session outside of a package)
All fees are charged in USD$ (Canadian Residents: fees include HST)
There are no refunds. All purchases are final. No refunds are offered for any Sessions missed in a package (see Cancellation/Rescheduling Policy below)
No Sessions in any paid Coaching Package can be scheduled until all due payments are received in full
Should a Coaching Package be terminated by either one of us before its natural expiry, you will still continue to be responsible to make any outstanding monthly payments that may still remain if you have chosen a monthly payment plan
Payments only by credit card via Stripe, PayPal, or other such online payment method
Cancellation/Rescheduling Policy
Time on my calendar is obviously not unlimited and is valuable.
If you need to re-schedule, please follow one of these two steps at least 24 hours before any scheduled appointment:
1. Notify me by email at
jonn@jonnkares.com of any scheduled appointment you might need to cancel or reschedule,
or
2. Go to the Appointments tab in the Overview section of your personal online portal and reschedule an alternate Session time (by clicking the gear icon on the right-hand side).
Cancellations made within the 24-hour advance notification time frame will be deemed missed and count as a completed Session for which no refunds will be given. (Exceptions can possibly be made in extreme circumstances stemming from last-minute emergencies.)
Should I need to re-schedule with you, I, too, will provide at least 24-hours notice by email in advance of the scheduled time. If my notice to re-schedule is within the 24-hour notification period, I will provide a make-good Session at no charge
Punctuality, Missed Appointments & Infrequent Coaching Sessions
It is intended all Sessions will begin at the scheduled time. If you are late and I have not received an email from you within 15 minutes of the scheduled start time, I will consider the appointment cancelled with less than 24-hours advance notice, and no refund will be given. Sessions beginning less than 15 minutes late may be extended, depending on my availability that day, to make up for time lost by the late start.
After two missed Sessions, either from tardiness or providing insufficient re-scheduling notice, I reserve the right to terminate the relationship, and no refunds will be given.
Consistency of Sessions is important for coaching to be effective. We will agree to a coaching Sessions schedule at the onset of our working together. As we continue to work together, we are both free to amend this schedule with each other's mutual agreement. If I determine you are exhibiting a pattern of canceling appointments or not scheduling new appointments in a timely manner, I reserve the right to terminate the relationship, and no refunds will be given.
Force Majeure
No refunds are to be given should events arise beyond either of our control that prevent either of us from performing our obligations under this Coaching Agreement, including but not limited to natural disasters, war, threats or acts of terrorism, disruption of travel and/or telecommunications services, epidemics/pandemics, Government-mandated shutdowns, labor strikes, or riots/civil disturbances. In such circumstances, neither of us will bear any liability to the other, and we will both do our best to resume fulfilling our obligations as soon as is reasonably feasible.
Term of Our Coaching AgreementThis agreement is in effect for the duration of any period for which coaching services have been retained, as indicated on any issued invoice, with the specific exception of the confidentiality clauses which persist in perpetuity.
Cancellation of Our Coaching Agreement
In the rare and unlikely event that either one of us feels that it is in our best interest to discontinue the Coaching Services, the decision to do so must be in writing, and sent by email. In such cases, no refunds will be given, and if initiated by you I would request scheduling a ‘wrap-up’ Session to facilitate understanding and closure over the issue at hand; you, of course, would have the right to decline the request.
Modifications to Our Coaching Agreement
This Agreement constitutes our understanding between us, and supersedes any previous arrangement, understanding or agreement between us relating to the provision of the Coaching Services.
Any concerns or issues that may come up for you about our working relationship can be discussed at any time so they can be modified to best enable my ability to serve you. Any agreed upon modifications to this agreement will be confirmed in writing.
General Terms
Should you at any time have any questions or concerns please always feel free to contact me.
