Coaching Plan Terms and Conditions
Client vs. Payor
For the purposes of this document, the terms you and yours refers to the client. If you are paying for another’s coaching plan, they will be bound by the Terms and Conditions herein, and you are considered the payor. I will provide a summary of these terms and conditions to the client via email. if you are paying for your own coaching plan, you are both client and payor.
A coaching plan month is defined as the 30 days between payment dates. Payments will be charged on the same day, each month, until the plan is terminated.
For example, if the initial payment is made on the 13th of the month, the “plan month” will last until the 12th of the following month. Unless you have elected to prepay for 3 months of services, each subsequent payment will be made automatically on the 13th of the month and be the trigger for the next plan month. If you have elected to prepay for 3 months of services, we will discuss whether you’d like to purchase another 3 months, or go to monthly billing at some point during our third month together.
Clients who have purchased a plan that entitles them to one session per week are considered Weekly Clients. Those that have purchased a fixed number of sessions per month (or quarter) are considered Monthly Clients.
Included with Each Coaching Plan
Sessions of up to 50 minutes in length each
Support via email, text, Snapchat and/or other text-based services*
Touch-up calls of up to 10 minutes in length, as needed
*Note: I try my best to return all messages within 24 hours except during planned vacations, holidays, and days off.
You are responsible for scheduling and using your coaching sessions. It’d be best if we pick a standard day and time for our appointments. If your schedule is variable, please schedule the days and times of our coaching calls through use of my online booking form.
You may reschedule each session once provided:
Notice is given 24 hours in advance of the scheduled time
The new date is within one week of the initially scheduled date
I will initiate all scheduled calls and will call you at the number provided in your profile, unless we’ve agreed to meetings by video conference. If you will be at any other number for a scheduled call, please notify me prior to the scheduled appointment time. If you prefer we meet via video conference, I will provide with a link to a Zoom room prior to our first session.
For "touch up" calls, feel free to text me to check whether I have a same-day opening.
Once we have established days and times for our sessions, I will invite you to a Google Calendar appointment via email. You may import this invitation into your online calendaring system to keep track of our schedule.
In general, unused sessions do not carry forward between plan months. If there are extenuating circumstances that make you unable to use your sessions within the plan month, we will discuss the situation and determine the best path forward.
If we miss a session due to my illness or time off, and you are a monthly client, I will carry the session forward into the next month. If you are a weekly client, I may issue a credit towards your next monthly billing or push your recurring payment date out by a week so that you receive the session you are entitled to.
if you are a monthly client, all calls are to be scheduled and completed within 35 days of each payment date. If you have elected to prepay for three months of sessions in advance, all appointments are to be scheduled and used within 100 days of the payment date.
Pausing the Coaching Plan
If you will be taking a vacation, or otherwise unavailable for more than two weeks in a row, I request you inform me of your plans as soon as possible. We may elect to pause your coaching plan, or change the date on which you are billed in order to accommodate your schedule.
It is your responsibility to notify me at least 24 hours ahead of a scheduled call time should you need to cancel, or reschedule a call. Failure to attend a session, or provide the 24-hour notice as described above may result in forfeiture of that session or assessment of a $50 missed appointment fee.
I understand that emergencies present themselves at inopportune times. If you have missed a session due to an emergency, please tell me so that we can discuss making up that session.
Services are paid prior to our first call each month using my online billing system. All plans, except the prepaid yearly plan, are billed on a recurring basis. Once we agree our coaching partnership is coming to an end, I will cancel the recurring billing.
You will be added to an “Active Clients” mailing list hosted by Mailchimp.com. This mailing list will be used for the sole purpose of informing clients about changes to EFL Coaching, LLC business hours, milestones achieved by the Coach, and new program offerings. Once the coaching partnership has concluded, you will be moved to “Former Client” status at which time you may wish to unsubscribe from these mailings. A link to do so will be found at the bottom of each mailing.
You will also be added to my This ADHD Newsletter mailing list, also hosted by MailChimp. You may unsubscribe from the newsletter at any time.
My practice fills by referrals. If you are gaining value from our relationship, I hope you will encourage appropriate friends, family members, and colleagues to speak with me. I will be happy to speak with anyone you refer and will introduce them to another qualified coach if the fit doesn’t feel “right”.
Services are provided by EFL Coaching, LLC which is granted the use of ThisADHDLife.com for the purposes of client management and marketing. ThisADHDLife.com is in no way part of this coaching agreement.
The Coach makes no guarantees or warranties, express or implied. In no event will the Coach be liable to the Client and/or Payor for consequential or special damages. Notwithstanding any damages that the Client and/or Payor may incur, the Coach’s entire liability under this agreement, and the Client’s and/or Payor’s exclusive remedy, will be limited to the amount paid by the Client or Payor to the Coach under this agreement for all services rendered up until the termination date.
This is the entire legal agreement between the parties and reflects a complete understanding of the parties with respect to the subject matter. This agreement supersedes all prior written and oral representations.
If a dispute arises out of this agreement that cannot be resolved by mutual consent, the Coach and Client and/or Payor agree to attempt to mediate in good faith for up to 60 days after notice given. If the dispute is not resolved, the parties agree to be bound by the decision of a mutually agreed upon arbitrator whose fees will be split equally between the parties.
All services are considered non-refundable
Acceptance of terms
By paying for a coaching program, you acknowledge you have read and accepted the Terms and Conditions listed on this page, as well as the “Client Responsibilities”, “Coach Responsibilities”, “Privacy”, and "Termination" sections of the Coaching Agreement.
Revised: January 6, 2018