Coachful
Contracts for coaches

Coaching contracts, signed before the first call.

Build a coaching agreement once, attach it to your program, and watch every new client sign in two minutes. Typed e-signature, IP and timestamp captured, downloadable PDF — no DocuSign, no PandaDoc.

Signed · 02:14 pm

PDF ready
Coachful

Maya Wells Coaching

Coaching Agreement · v3

Locked

Agreement

Executive Reset · 12-week program

Scope of services

I have read and agree to the terms of this coaching agreement.

Coach

Maya Wells

Pre-signed · Mar 4

Client

James Carter

Just now · 89.32.··

IP, timestamp & user-agent capturedagr_4kQ··Lp9
Stop emailing PDFs

Your contract process is leaking time, money, and trust.

Coachful turns the agreement from a chore into a finished step — done before the kickoff call, every time.

Before

The old way

  • Emailing PDFs and waiting days for a printed-scanned reply
  • Half your clients ghost the agreement and start coaching unsigned
  • Paying $30/mo for DocuSign on top of every other tool
  • No idea who signed what, when, or which version
CoachfulWith Coachful
  • Auto-sent on enrollment, signed in 2 minutes, in-app
  • Clients can't skip — agreement gates first session access
  • Built into Coachful, $0 extra, unlimited templates and sends
  • IP, timestamp, user agent and version locked to every signature
How it works

From "I'll send the contract later" to signed before the kickoff call.

01

Write your agreement once, save it as a template

Use the rich editor to write your scope, refund policy, confidentiality, cancellation terms — anything you need. Save it once, version it, and re-use it across every program.

Template editor

Auto-saved
BIUHeadingv3

Coaching Agreement

Refund policy

Unlimited
Versioned
Pre-signed
02

Attach the template to a program

Each program can carry its own agreement. Different programs can use different templates — a monthly client membership doesn't need the same paperwork as your $5,000 12-week intensive.

Per-program agreements

3 active

Executive Reset · 12-week

Standard agreement

Premium 1:1 · monthly

Premium agreement

Group cohort · winter

Group waiver

Auto-send on enrollment
03

Client enrolls, agreement auto-sent

The moment a client enrolls or pays, Coachful generates their personalized agreement and notifies them. They sign in-app — no DocuSign account, no email back-and-forth, no PDF attachments.

Client signing flow

~2 min

Maya sent you an agreement

Executive Reset · review and sign before your kickoff

Now

Type your full legal name

James Carter

I have read and agree to the terms

Sign agreement
04

Audit trail, PDF, locked forever

Once signed, the agreement is locked to that version. We capture IP, timestamp, user agent and consent. Both you and your client can download the PDF whenever you need it.

Audit trail · agr_4kQ··Lp9

Signed

Sent to client

Mar 4 · 10:02 am

Viewed

Mar 4 · 10:14 am

Consent checked

Mar 4 · 02:13 pm

Signed by James Carter

89.32.·· · Chrome / macOS

Download PDF
v3 · locked
Everything you need

Legally binding e-signatures, zero DocuSign required.

Template builder

Write it once. Reuse it everywhere.

Rich HTML editor — write your scope, refund policy, confidentiality, cancellation terms. Save unlimited templates per organization.

Scope of services
Refund policy
Confidentiality
Cancellation terms
Liability waiverOptional

Unlimited

Templates

1-click

Per program

v3

Versioned

Full audit trail

Every signature comes with the metadata you need to defend it.

Timestamp

Mar 4 · 02:14 pm

IP address

89.32.··.··

User agent

Chrome / macOS

Consent

Checkbox + typed

Someone signing a document at a desk
E-signature

Signed without an app.

The client types their name, ticks consent and signs.

Auto-send, sign, download

Client enrolls — agreement is generated and sent automatically. Once signed, both parties get a downloadable PDF with both signatures side-by-side.

Enrolled
Sent
Signed
PDF ready
An open notebook on a desk
Versions

Versioned forever.

Past signatures stay locked to the version they signed.

Real coaches

Loved by the coaches who actually use it.

"I tried running my coaching business across five different apps. It was a complete waste of time and money. Then I found Coachful. It was everything I need in one platform."

Christopher Duff

Christopher Duff

Founder, Duff X Athletics

"It's the coaching platform I always wanted — it just didn't exist yet. I have one dashboard for everything and already saved $1,300 by cancelling all the tech I had duct-taped together."

Emily F.

Emily F.

Coach · United States

"Fantastic piece of software for coaches who want everything to be in one place. The Coachful team have been amazing at being on hand to help get everything set up. Would highly recommend!"

Luis

Luis

Coach · United Kingdom

In plain terms

Coachful contracts are coaching agreements with e-signature, sent to a client before the first session and stored on the client record with the timestamp.

One platform, every part connected
  • This pageClients
  • Sessions
  • Payments
  • Programs
  • Habits
  • Community
  • Website
  • Email
  • AI assistant

Plans

Lite$29/moSolo$49/moPro$99/moStudio$199/mo

7-day free trial · 0% platform fee

Monthly plans: Lite: $29/month for up to 5 clients; Solo: $49/month for up to 20 clients; Pro: $99/month with unlimited clients; Studio: $199/month with unlimited clients. 0% platform fee. 7-day free trial. A card may be requested during plan setup; review the billing terms before confirming.

What it does

  • Sends an agreement for e-signature as part of onboarding, before the first call.
  • Stores the signed agreement on the client record next to the package and the sessions.
  • Reuses templates so a new client gets the right agreement in one click.

Good to know

  • It is not a general-purpose e-signature tool for documents unrelated to a client.
  • It does not provide legal review of the agreement text; the coach supplies the template.
Gilli Moon Aliotti
“Coachful has a really classy platform that is easy to navigate, and create programs for my coaching clients.”
Gilli Moon Aliottion Trustpilot
  • Luis Bulnes
    “Fantastic piece of software for coaches who want everything to be in one place.”
    Luis Bulneson Trustpilot
  • Salma Mostafa
    “I have tried virtually every major coaching platform on the market, and nothing comes remotely close to Coachful.”
    Salma Mostafaon Trustpilot
  • James Wallace
    “This really is an amazing tool. I am still building but it is the first Coaching tool that has everything I have wanted.”
    James Wallaceon Trustpilot
  • John Winders
    “Coachful is a robust software platform that has everything a coach needs to manage his/her practice.”
    John Winderson Trustpilot
  • CeeCee
    “Such a great platform! I've been searching for something like this for ages now and it's finally here.”
    CeeCeeon Trustpilot
  • Lakayann Outerbridge
    “Coachful has been a game-changer for my coaching! Being able to have goal-setting and focus-driven applications has elevated my courses and programs.”
    Lakayann Outerbridgeon Trustpilot
Meet Coachful

Your Whole Practice, in 30 Seconds

Clients, sessions, programs, chat and payments in one calm workspace that carries your brand.

More tools for coaches

Pair contracts with the rest of Coachful

FAQ

All your questions, answered

The eight things coaches ask before going paperless.

They open the agreement, read it, type their full legal name, tick the consent checkbox, and hit sign. No app to install, no DocuSign account, no third-party redirect. Most clients sign in under 2 minutes.

To your coaching programs. When a client enrolls in a program with an agreement template attached, Coachful auto-creates and sends the agreement. You set the template once per program, then it runs.

Typed signature name, consent checkbox text, signed-at timestamp, IP address, and user agent. Both you (pre-signed on template creation) and the client are bound. Plus a downloadable PDF of the signed document.

Yes. Use the rich HTML editor to write your own coaching agreement — scope of services, refund policy, confidentiality, cancellation terms, anything. Save unlimited templates per organization.

Yes. Once signed, both you and the client can download a PDF that includes the full agreement text, your pre-signed name, and the client's typed signature. Store it in your records, attach it to client files, share it with your accountant.

Already-signed agreements stay locked to the version the client signed. New enrollments get the updated template. No surprise rewrites of historical contracts.

In most jurisdictions, typed e-signatures with consent and audit trail (timestamp + IP + user agent) are legally binding under e-signature laws like the US ESIGN Act, EU eIDAS, and UK Electronic Communications Act. We're not lawyers — if you need a notarized or wet-signature contract, this isn't the right tool.

No. Coachful agreements are built natively. No external tool, no per-document pricing, no separate login for your clients. It's just part of your coaching platform.

Ready when you are

Stop emailing PDFs. Start signing in-app.

Build your template once, attach it to every program, and watch clients sign before the first call. 7-day trial, cancel in one click.

Elizabeth GentzkowEmily FulcherJohn WindersJames WallaceSalma Mostafa

Built for coaches who take their clients seriously