In the spirit of good practise, when you are purchasing coaching services from me I ask you to confirm that you have read and agreed to each statement below and that you wish to proceed.
All coaching services and communication, email or otherwise, delivered by myself, Luisa Batista, as well as information on my website (yblholisticcoaching.com) are meant to help you identify the areas in your life and in your thinking that may be preventing you from experiencing greater well-being and moving forward. Coaching is not a substitute for professional mental health care or medical care. As I see it, coaching is meant to be done when major emotional and psychological wounds are already healing or healed.
The term ‘coaching’ as here used covers personal life coaching.
At the end of every coaching session, the client will be asked to complete a follow-up form.
I understand that the coaching services I will be receiving from my Coach are not offered as a substitute for professional mental health care or medical care and are not intended to diagnose, treat or cure any mental health or medical conditions. I also understand that my Coach is not acting as a mental health counsellor or a medical professional.
I understand and agree that I am fully responsible for my well-being during my coaching sessions, and subsequently, including my choices and decisions.
I understand that coaching is not a substitute for counselling, psychotherapy, psychoanalysis, mental health care or substance abuse treatment, and I will not use it in place of any form of therapy.
I understand that all comments and ideas offered by my Coach are solely for the purpose of aiding me in achieving the defined goals I create with my Coach. I have the ability to give my informed consent, and hereby give such consent to my coach to assist me in achieving such goals and understand that results are not guaranteed.
I understand that my Coach will protect my information as confidential unless I state otherwise in writing. If I report child, elder abuse or neglect or threaten to harm myself or someone else, I understand that necessary actions will be taken and my confidentiality agreement limited in this capacity.
I understand that the use of technology is not always secure and I accept the risks of confidentiality in the use of email, text, phone, Zoom and other technology.
I hereby release, waive, acquit and forever discharge my Coach, any agents, successors, assigns, personal representatives, executors, heirs and employees from every claim, suit action, demand or right to compensation for damages I may claim to have or that I may have arising out of acts or omissions by myself or by my Coach as a result of the advice given by my Coach or otherwise resulting from the coaching relationship contemplated by this agreement.
I further declare and represent that no promise, inducement or agreement not expressed in this agreement has been made to me to sign this agreement. This agreement shall bind my heirs, executors, personal representatives, successors, assigns, and agents.
Terms and Conditions
The coaching schedule will be arranged between Luisa and the client and can be booked up to 2 months in advance via online appointment scheduling software Calendly. Frequency of coaching sessions can be adjusted throughout the coaching journey by mutual agreement, in accordance with the terms set out in this agreement.
The number and frequency of coaching session will be agreed at the start of coaching between Luisa and the client, and confirmed by Luisa by email.
In return for the fees payable by the client (or by a third party on their behalf), Luisa agrees to provide the service as described below and in accordance with the terms and conditions set out below. The client agrees to pay fees for the service on the terms and conditions set out below (in situations where a third party pays the fees, the third party counts as an agent acting on behalf of the client).
The date that the first coaching session takes place shall be deemed to be the start date for the service. Where any client is unhappy with any of the terms and conditions they can contact Luisa to discuss any concerns and see if they can be resolved before the first coaching session. Participation by any individual in the first coaching session constitutes acceptance of these terms and conditions.
Format of Sessions
One-on-one via online meeting platform. A Zoom meeting link will be provided via Calendly as soon as an appointment is scheduled by the client. Luisa is responsible for ensuring that she is available for consultation at agreed times.
The length of each session is as agreed between Luisa and the client before coaching sessions commence.
In accordance with Luisa’s current per session fee or fee for a series of sessions, or any other such fee as shall be agreed and notified to the client. Luisa will confirm the fees in writing, by email. The number of sessions for which payment is required in advance, will be agreed before coaching sessions commence.
Luisa and client may agree to additional coaching sessions after completion of the initial agreed session(s). These terms and conditions will apply to any additional sessions so provided and the fee will remain the same as originally agreed, except where Luisa notifies the client by e-mail of a change to the Fee or to any other term or condition in accordance with the section in these terms and conditions headed “Variation of Terms and Conditions”.
Dates and Times of Sessions
Sessions are booked by the client via the Calendly link provided by Luisa via email.
Sessions can only be rescheduled or cancelled in accordance with the section in these terms and conditions headed “Rescheduling Sessions”.
Fees can be paid online by debit or credit card using Paypal or via bank transfer.
Fees are payable in advance of each coaching session unless otherwise agreed. Where payment has not been received by Luisa in advance of a coaching session, Luisa is not obliged to provide the session.
Luisa may assign the client tasks or exercises to complete between coaching sessions. There is no obligation on the client to complete these items of ‘homework’, but not doing so may slow the client’s progress in gaining improved quality of life or achieving desired business or personal outcomes.
The client may contact Luisa by text or e-mail between sessions to seek clarification regarding anything arising from a coaching session or for administrative purposes (e.g. where a client needs to rearrange a coaching session or make a payment). Additional coaching can also be provided between sessions but there will be an additional charge for this. Luisa will always advise a client in advance if the nature of a client’s contact is likely to incur an additional charge and no such charges will be imposed without the client’s agreement.
If a client needs to reschedule a coaching session, they should provide at least 24 hours notice. No refunds will be given to clients for unused coaching sessions unless 24 hours notice has been given. In exceptional circumstances Luisa may need to reschedule a coaching session. In those instances she will also give the client 24 hours notice where practical.
Where a client pays for a session or sessions in advance they must have the coaching session(s) that they have paid for within 3 months of the payment or their fee is forfeited.
Personal information or business information supplied by clients in coaching sessions will be treated as confidential. It will not be disclosed to a third party without the client’s prior permission, save where required by law or where action might be necessary to prevent harm to the client or someone else.
In exceptional circumstances, such as illness or unavailability due to bereavement or other commitments, inappropriate behaviour by the client, actual or potential conflict of interest, or other reasons, Luisa can decide to terminate the service to the client early or refuse or be unable to provide further coaching sessions to the client. In such a circumstance the client will be given reasonable notice of termination by Luisa where practicable and will be refunded any advance payments made for coaching sessions not yet provided.
Luisa will seek to enable the client to improve their quality of life or level of business success and to achieve their desired outcomes. However, the client has sole responsibility for taking important decisions in their life or business. Luisa has no liability for any loss incurred by any client, whether financial or otherwise, following commencement of coaching sessions, or for any perceived failure by the client, whether justified or otherwise, to achieve a material improvement in quality of life or business or to achieve their desired outcomes or goals.
Variation of Terms and Conditions
Where an Initial Number of Sessions is agreed, any changes to these terms and conditions intended to take effect prior to the conclusion of those Initial Number of Sessions will only have effect if agreed by both Luisa and the client and confirmed by Luisa in writing by email or letter. In other cases, Luisa may change any of these terms or conditions including the Per Session Fee by giving the client one week’s notice in writing by e-mail of the change(s). If following receipt of such notification of change, the client no longer wishes to proceed with further coaching sessions, they may withdraw from the service immediately by giving notice in writing by email or letter and they will then be entitled to a full refund of any fees paid in advance for coaching sessions not yet provided. Such notice will be effective on receipt by Luisa.
This contract is governed by the law of Portugal whose courts have exclusive jurisdiction in relation to any dispute, disagreement, proceedings or legal claim of any nature relating to the service provided or the contract.