Client Coaching Terms & Agreements
The following outlines the terms and conditions of our coaching services (referred to herein as “coaching and counsel”), which include single sessions and structured programs. Programs are available in one-month, two-month, and four-month formats, each including an initial intake and weekly follow-up sessions. Sessions may be scheduled in 30-minute or 60-minute increments where applicable.
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Services
WeHeal, Inc. DBA Connection Docs (“Connection Docs”) will provide client coaching and counsel, which involves direct and personal conversations conducted via scheduled face-to-face, video, or phone appointments. These may include, but are not limited to:
• Supporting clients’ efforts in building healthier patterns in their relationships with themselves and others
• Education and guidance in adopting healthy behaviors and communication strategies
• Creation and development of personal, professional, emotional, spiritual, mental, physical, and lifestyle goals
• Strategies and methods for achieving these goals
• Identifying and addressing specific personal struggles, relational challenges, and life transitions
• Value clarification, brainstorming, and planning
• Identifying action steps and practicing new skills
• Providing feedback, asking clarifying questions, and making empowering requests or suggestions for action
As an example, Coaches may provide non-clinical support and education around Nonviolent Communication (NVC), parenting and family relationships, nervous system regulation, health, nutrition, and lifestyle.
Our coaching and counsel are designed to provide education, support, and practical tools. While results vary by individual, clients typically experience greater clarity, improved communication, and increased confidence in pursuing their goals.
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Boundaries of Service
Connection Docs coaches, regardless of professional credentials, will not and do not provide medical advice, mental health counseling, diagnosis, or treatment recommendations through these services.
• Coaching and counsel are offered for educational and skill-building purposes only.
• If, in the opinion of the Coach, medical or licensed mental health services may be helpful, the Client may be encouraged to seek care from an appropriate professional.
• The Client acknowledges and understands that Connection Docs and its Coaches make no guarantees regarding the outcomes of the services provided.
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Financial Terms
• Clients may purchase individual sessions or structured programs.
• All payments must be made in full prior to scheduling. Clients agree to complete payment no later than 48 hours after receiving a payment request.
• Programs include a 2-hour intake session and weekly follow-up sessions (number depending on program length).
• If a session extends beyond the scheduled time by more than 15 minutes, the additional time may be billed or deducted in 15-minute increments.
• Programs must be used within six (6) months of the first scheduled session, unless otherwise approved in writing by the Coach. Any unused sessions will expire at that time and are non-refundable.
• Because we reserve your time in advance, all payments are final and non-refundable.
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Agreements & Disclaimers
• The services received under this agreement are not a substitute for medical care, psychotherapy, or other licensed healthcare services.
• The Client understands that their Coach is not acting as a licensed mental health practitioner, physician, or other healthcare provider.
• Nothing communicated by the Coach shall constitute the practice of medicine, psychotherapy, nutrition therapy, or any other licensed healthcare field.
• Coaching and counsel are for education, support, and skill-building purposes only.
• By signing this form, the Client also confirms that the email and/or phone listed in this form is acceptable for communication regarding scheduling, billing, and payment notifications.
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Cancellation & Missed Appointments
• Clients must cancel or reschedule any session at least two (2) business days in advance.
• To honor both your time and ours, sessions cancelled with less than two (2) business days’ notice will be forfeited.
• Missed appointments or late cancellations cannot be rescheduled or refunded.
• Program sessions not used by the expiration date are forfeited.
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HIPAA & Privacy
• Because coaching is not a medical service, it is not covered under the Health Insurance Portability and Accountability Act of 1996 (HIPAA).
• However, Connection Docs is committed to keeping your information private and secure to the best of our ability.
• Clients acknowledge that communications related to scheduling and billing may occur via email and are not encrypted or fully secure. Clients consent to communicate with Connection Docs via email for these purposes, understanding the risks.
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Payment Disputes & Refunds
• All payments are non-refundable.
• In the event of a payment dispute, Connection Docs reserves the right to suspend services until the matter is resolved.
• The Client is responsible for any fees incurred due to declined transactions or failed payments.
• Clients agree not to initiate chargebacks, payment reversals, or disputes for charges that comply with the terms of this agreement.
• Clients agree to address any billing concerns directly with Connection Docs before contacting their financial institution. Filing a chargeback or payment reversal without first contacting Connection Docs is considered a breach of this agreement and may result in the immediate termination of services and/or additional collection action if necessary.
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Dispute Resolution
• Mediation: If a dispute arises under this Agreement, the parties agree to first attempt resolution with the help of a mutually agreed-upon mediator in Mercer County, New Jersey. Costs and fees, other than attorneys’ fees, will be shared equally.
• Arbitration: If mediation is unsuccessful, the parties agree to binding arbitration in Mercer County, New Jersey, under a mutually agreed-upon arbitrator. Arbitration will be governed by New Jersey law.
• Payment Dispute Exception: Any Client payment-related dispute may be brought in New Jersey state court and will be governed by New Jersey law.
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Acknowledgment & Authorization
By signing this agreement, the Client acknowledges that:
• They understand the boundaries of coaching and counsel services.
• They authorize Connection Docs to deduct used sessions from their program and to charge their payment method on file for any outstanding fees.
• They accept the cancellation policy, financial terms, and dispute resolution terms.
• They understand that unused sessions expire after the stated timeframe and do not roll over or result in refunds.
• They understand that if a session runs more than 15 minutes over, the additional time may be billed or deducted from their program balance in 15-minute increments.