TERMS & CONDITIONS

Thank you for your interest in working with me! Below, I’ve outlined how I work. Please review to make sure you understand how I handle scheduling, payments, credentialing, and my use of your data. If you have any questions, please don’t hesitate to let me know.       

SCHEDULING & PAYMENTS

Scheduling:
All appointments can be scheduled, rescheduled, and canceled through Acuity, my online scheduling tool. You are able to reschedule an appointment that is at least 24 hours away. Appointments that are cancelled within 24 hours of their start time will incur the full session cost, except in the case of emergencies (including sudden sickness in your family or someone you care for; travel delays outside your control; and personal tragedy). If you fail to show up for our scheduled call, I will wait 15 minutes, after which I will assume you are not able to attend. This will incur the full session fee.

Payments:
Please make payment for each session before that session. Payment may be made via card or UK bank transfer. Details are provided on each invoice.

YOUR PERMISSION FOR MY COACH CREDENTIALING

I am deeply committed to being the best professional coach that I can be for my clients. Therefore, I am pursuing the Associate Certified Coach (ACC) credential from the International Coach Federation (ICF), as well as the Certified Professional Co-Active Coach (CPCC) credential from the Coaches Training Institute.

For both these credentials, I am required to provide a client coaching log that lists my clients’ names, email addresses, and number of hours coached. There is never any disclosure of any coaching content. Your e-signature on this Proposal indicates that you accept your information to be used in this way. If you have any questions or concerns, please don't hesitate to contact me.

CONFIDENTIALITY & GDPR:


Confidentiality:
All information shared with me is confidential, and subject to rules regarding privileged communication between a qualified professional and a client. If any aspect of your results is discussed with others, no identifying information is disclosed. Your EQ-i report will be accessible only by you and by me. All information is regarded as confidential, and your results will belong to you.

All information shared with me is confidential, and subject to rules regarding privileged communication between a qualified professional and a client. Occasionally I may discuss details of our sessions with my supervisor for the purpose of professional development only. No identifiable details are ever disclosed in these conversations.

I am legally obliged to break confidentiality if I suspect danger to self or others, you are planning on committing an illegal activity, or the release of information is otherwise required by law. Please read my Privacy Policy here.

Collection of Data:
I will ask you for personal information – including but not limited to your name, address, age, phone number, email, and occupation. This is for two reasons: it helps me get a better sense of who you are and how I can help you; and it’s necessary for me to run my business. None of your data is ever shared or sold to any other individual or organization.

I may take notes during our conversation, and keep these notes in order to support you in future sessions. After our coaching relationship is finished, I will shred my hard-copy version of your EQ-i report, delete the soft-copy version in my possession, and delete your EQ-i 2.0 results from my portal on the MHS website: the parent website that generates the reports (if applicable). I may securely store recordings of our sessions to review later, alone or with my supervisor, to improve my coaching. If reviewing sessions with my supervisor, no personally identifying details are ever shared.

For insurance purposes, I am obliged to keep records of our sessions, with a brief description of what we discussed, my own self-reflection, and your next steps, for a minimum of seven years. These records are hard-copy and are stored inside in a locked cupboard. However, at any time you have the right to ask for any data that I hold on you, and the right to share it with another service provider or practitioner. You also have the right to ask me to destroy any data that I hold on you.

Agreeing to these Terms & Conditions indicates that you agree to the processing of your personal data as specified above.      

DISCLAIMERS, CLAIMS & CHOICE OF LAW

Disclaimers:
Coaching — which is not advice, therapy or counselling — may address specific personal projects, life balance, business successes or general conditions in your life or profession. Other coaching services or activities include values clarification, brainstorming, personal strategic planning, visualizations, or other processes of examining various modes of operating in life.

As the client, you acknowledge that you take full responsibility for your life and well-being, as well as the lives and well-being of your family (where applicable), and all decisions made during and after this package.
You expressly assume the risks of the package and the risks inherent in making lifestyle changes. By signing this contract, you release me from any and all liability, damages, causes of action, allegations, suits, sums of money, claims and demands whatsoever, in law or equity, which you ever had, now have or will have in the future against me, arising from your past or future participation in, or otherwise with respect to, the package, unless arising from my gross negligence as your coach.

Claims and Choice of Law:
This Contract, and any dispute or claim arising out of or in connection with it or its subject matter or formation (including non-contractual disputes or claims), shall be governed by, and construed in accordance with, Scottish law, and the parties irrevocably submit to the exclusive jurisdiction of the courts of Scotland.