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Please check the box to acknowledge that you have read and agree to the terms and conditions below:
Welcome! Once you complete your purchase, you'll receive a couple of emails from me to make scheduling your sessions simple. First will be a confirmation of your purchase and you can schedule directly from that email. Within 24 hours, you will receive an invitation to set up a client account on my website and have access to a client portal where you can also schedule, add sessions, and renew your packages.
Coaching is designed to help you accomplish the goals you define, and I'm thrilled to be working with you. Our time together will be most productive and transformative if we can commit to the following:
CANCELLATIONS AND RESCHEDULING
Please give me at least 24 hours' notice if you need to cancel or reschedule a session. After the first cancel/reschedule with less than 24 hours’ notice, you will be responsible for the session fee.
PAYMENT POLICY
Payment is expected before we have our first meeting. Automatic payments are required for payment plan packages. If gremlins get involved and your monthly payment doesn't go through, you'll have 10 days to update your payment method before your ability to schedule sessions will be paused. Should you not complete your plan, you will be responsible for payment of any package sessions you have used at the rate of $150/session.
SCHEDULING AND PACKAGE EXPIRATION
Session packages are valid for one year. The frequency of our meetings is up to you. You are free to book a session at your convenience using my online booking system. Coaching will be most effective if we meet regularly, so please plan to meet with me at least once every 30 days.
PRIVACY AND SAFETY
Recording of our sessions is not permitted. You must disclose and obtain agreement for any third party to attend or listen in during a session. Minor children are not permitted to be present with you or in proximity where they can overhear our conversation. Sessions will not be conducted while you are in a moving vehicle. These are for your protection, your children’s protection and in place to preserve confidentiality.
ROLES/RESPONSIBILITIES OF COACH
You understand that I am not a therapist, attorney, CPA, or licensed financial planner. You accept responsibility for your own mental health, responsibility regarding any financial/tax matters, and responsibility to consult with an attorney regarding any legal matters throughout the process. The information exchanged between us is confidential except where you are knowingly committing a crime or endangering their life or the safety and life of a child. Or except as required by law. Please consult with your attorney if you have confidentiality concerns as information shared with me may not be covered by attorney-client privilege unless I have been retained by your attorney on your behalf.
LITIGATION LIMITATIONS
Neither you, your attorney nor anyone else acting on your behalf will request session notes, written reports or expert witness testimony for divorce, custody or other legal matters.
PROFESSIONAL REPORTING
As part of my professional designation, reporting the number of hours in coaching means that your name and coaching hours may be reported to a certifying body. Acknowledging this agreement constitutes your permission. This remains confidential information and is solely for the purpose of tracking hours.
If you have questions about this agreement, please email me at debra@debradoak.com or go to https://debradoak.com/get-in-touch/
We are going to do great things together!
P.S. If you go ahead and set up an account in the Acuity scheduling system, you'll be able to log in, see and reschedule appointments, and check on the status of your account. You can also schedule by logging into the client portal at www.debradoak.com.
