Coaching and Consultancy Terms and Conditions

These Terms and Conditions constitute an agreement between Dr Helen Curran Coaching & Consultancy (‘the Coach’) and the Client (the individual undertaking coaching or the organisation procuring coaching) whereby the Coach agrees to provide Coaching Services for the Client.

All coaching and consultancy services are subject to the Terms and Conditions available within this document and at www.helencurran.net

These Terms and Conditions set out the basis on which Dr Helen Curran Coaching & Consultancy (“the Coach”) provides coaching and consultancy services to individual and organisational clients. By booking, purchasing, or paying for any service, the Client acknowledges and agrees to these Terms.

Description of Coaching: Coaching is partnership (defined as an alliance, not a legal business partnership) between the Coach and the Client in a thought-provoking and creative process that inspires the Client to maximise personal and professional potential. It is designed to facilitate the creation/development of personal, professional or business goals and to develop and carry out a strategy/plan for achieving those goals.

Coach-Client Relationship

The Coach agrees to maintain the ethics and standards of behaviour established by the International Coach Federation “(ICF)” (https://coachingfederation.org/ethics/code-of-ethics). It is recommended that the Client review the ICF Code of Ethics and the applicable standards of behaviour.

The Client is solely responsible for creating and implementing his/her own physical, mental and emotional well-being, decisions, choices, actions and results arising out of, or resulting from, the coaching relationship and his/her coaching calls/sessions and interactions with the Coach. Coaching is a developmental process and not a therapeutic intervention. Clients are responsible for their own wellbeing, decisions, and actions. As such, the Client agrees that the Coach is not and will not be liable or responsible for any actions or inaction, or for any direct or indirect result of any services provided by the Coach. The Client understands coaching is not therapy and does not substitute for therapy if needed, and does not prevent, cure, or treat any mental conditions or medical disease.

The Client further acknowledges that he/she may terminate or discontinue the coaching relationship at any time - please see section 3 on Schedule and Fees and Section 7 Refunds and Cancellation.

The Client acknowledges that coaching is a comprehensive process that may involve different areas of his or her life, including work, finances, health, relationships, education and recreation. The Client agrees that deciding how to handle these issues, incorporate coaching principles into those areas and implementing choices is exclusively the Client’s responsibility.

The Client acknowledges that coaching does not involve the diagnosis or treatment of mental conditions as defined by the International Statistical Classification of Diseases and Health Related Problems (ICD) (or other relevant diagnostic tools) and the NHS, and that coaching is not to be used as a substitute for counselling, psychotherapy, psychoanalysis, mental health care, substance abuse treatment, or other professional advice by legal, medical or other qualified professionals and that it is the Client’s exclusive responsibility to seek such independent professional guidance as needed. If the Client is currently under the care of a mental health professional, it is recommended that the Client promptly inform the mental health care provider of the nature and extent of the coaching relationship agreed upon by the Client and the Coach.

The Client understands that in order to enhance the coaching relationship, the Client agrees to communicate honestly, be open to feedback and assistance and to create the time and energy to participate fully in the program.

The Client agrees to hold the Coach completely harmless in the event of:

any medical or psychological conditions being triggered or made worse as a result of receiving these services,
an inadvertent breach of confidentiality (in which case the Client shall put in writing where they believe confidentiality has been breached),
any breach of confidentiality caused by human errors, computer misuse, hacking viruses, trojans, phishing, social engineering or disclosures under duress and
the services did not meet the Client’s expectations.

The scope and objectives of each coaching assignment will be agreed with the client (and, where applicable, their line manager or sponsoring organisation) at the outset of the engagement. Coaching is a collaborative and developmental process designed to support the client’s self-awareness, learning, and performance. It is not a therapeutic or medical intervention, and outcomes cannot be guaranteed. While every effort is made to support the client’s stated goals, coaching may lead to insights or decisions that differ from initial expectations. Dr Helen Curran Coaching & Consultancy accepts no responsibility for any unintended or unforeseen outcomes arising from the coaching process. The client retains responsibility for their own choices, actions, and implementation of learning.

Services

The parties agree to engage in a Coaching Programme through online meetings hosted online via zoom/ Teams (or, if requested and agreed, in person sessions held at the Apthorp Centre, Bath). Sessions will take place every 1 - 4 weeks. Frequency is flexible and determined at the end of each session to accommodate the client - this is agreed by both parties. A typical coaching programme lasts between 6 - 20 sessions. This will have been discussed in the consultation. The number of sessions may be fixed, or may be approximate - depending on what is agreed between the client and coach. Progress is regularly reviewed to determine the number of sessions required, and discussed/ agreed with the client on a regular basis. The first check in takes place during session 4. The Coach will be available to the Client by e-mail and voicemail in between scheduled meetings as defined by the Coach: specifically for general administrative issues, including arranging sessions and payment of fees. Specific coaching practice will take place in coaching sessions. The Coach may also be available for additional time, per the Client’s request, for example for reviewing documents, reading or writing reports, engaging in other Client related services outside of coaching hours. However, this additional time will form a separate arrangement, with a separate agreement and does not form part of this agreement.

Schedule and Fees

This coaching agreement is valid once a session booking, purchase, or payment for any service or as agreed via a Purchase Order with an organisation has been made. The fee per session is as agreed within the invoice. Electronic payment is required 24 hours prior to the arranged session, unless an alternative has been agreed (see below). This includes Access to Work funding - please ensure that you have discussed and agreed this with The Coach prior to commencing sessions as this works in different ways for each award.

The calls/meetings shall be 60 minutes long. If the Client is late, the Coach reserves the right to shorten the appointment time, remaining within the prior agreed appointment window, in order to stay on schedule for other clients.

If rates change before this agreement has been signed and dated, the prevailing rates will apply.

Pre-Paid Coaching and Consultancy Sessions

Coaching and consultancy sessions paid for in advance — for example, via Access to Work funding or through an employer — are non-refundable once invoiced and/or after the first session has commenced.

Pre-paid sessions are non-transferable and may only be used by the named individual or organisation stated on the invoice. They may not be assigned or transferred to another person or company without prior written consent from Dr Helen Curran Coaching & Consultancy.

If the client chooses not to use any or all of the sessions for any reason, the unused sessions will be forfeited and no refund will be made. The sessions remain available to the client for a period of 12 months from the invoice date, after which any remaining sessions will expire automatically. This policy ensures that time and delivery capacity allocated to the client are reserved and cannot be reassigned at short notice. It is the client’s responsibility to schedule sessions within the 12-month period; reminders will not be issued automatically.

In exceptional circumstances, an extension may be granted at the sole discretion of Dr Helen Curran Coaching & Consultancy.

By purchasing and/or paying for sessions in advance, the client acknowledges and agrees to these terms.

Procedure

The time of the coaching meetings and/or location will be determined by the Coach and the Client based on a mutually agreed upon time. For online meetings, the Coach will send the Client an electronic meeting invite. It is the client’s responsibility to remember to attend either in person or online, reminders will not automatically be given. Zoom is the online platform used, and it is the Client’s responsibility to ensure that this is compatible with their own technology. If an alternative is preferred, this can be discussed during the initial consultation session.

Confidentiality

This coaching relationship, as well as all information (documented or verbal) that the Client shares with the Coach as part of this relationship, is bound by the principles of confidentiality set forth in the ICF Code of Ethics. The Coach will not disclose the Client’s name as a reference without the Client’s consent. However, please be aware that the Coach-Client relationship is not considered a legally confidential relationship (like the medical and legal professions) and thus communications are not subject to the protection of any legally recognised privilege. The Coach agrees not to disclose any information pertaining to the Client without the Client’s written consent. However, the Coach reserves the right to disclose information if they reasonably believe there is an imminent or likely risk of danger or harm to the Client or others, or if required by law, legal process, or a valid court order.

Confidential Information does not include information that: (a) was in the Coach’s possession prior to its being furnished by the Client; (b) is generally known to the public or in the Client’s industry; (c) is obtained by the Coach from a third party, without breach of any obligation to the Client; (d) is independently developed by the Coach without use of or reference to the Client’s confidential information; or (e) the Coach is required by statute, lawfully issued subpoena, or by court order to disclose; (f) is disclosed to the Coach and as a result of such disclosure the Coach reasonably believes there to be an imminent or likely risk of danger or harm to the Client or others; and (g) involves illegal activity. The Client also acknowledges his or her continuing obligation to raise any confidentiality questions or concerns with the Coach in a timely manner.

Personal data is handled in accordance with UK GDPR and the Privacy Policy available at www.helencurran.net/privacy-policy.

Release of Information

The Coach engages in training and continuing education pursuing and/or maintaining ICF (International Coach Federation) Credentials. That process requires the names, emails and logged coaching hours of all Clients to be retained, for possible verification by ICF. By signing this agreement, you agree to have only your name, contact email, number of coaching hours and start and end dates of the coaching sessions shared with ICF staff members, only if requested as part of the accreditation moderation and solely for the necessary purpose of verifying the coaching relationship, no personal notes will be shared. Prior to sharing this information with the ICF, you will be contacted and asked for your consent. Note: This information will not automatically be shared, but may be requested as part of an accreditation moderation process by the ICF.

According to the ethics of our profession, broad topics may be anonymously and hypothetically shared with other coaching professionals for training, supervision, mentoring, evaluation, and for coach professional development and/or consultation purposes.

Refunds and Cancellation Policy

The refund policy in effect for the term of this Agreement is as follows:

Every session is scheduled in advance. Refunds and cancellations will be applied in accordance with these Terms and Conditions. Should the Client need to reschedule a session, at least 24 hours’ notice must be provided to the Coach. If less than 24 hours’ notice is given, then the session will be charged at full price.

If the Client requests to cancel a session, a full refund, less 5% transaction fee, will be given if at least 24 hours’ notice has been provided by the Client. If the Client cancels a session with less than 24 hours’ notice, then a refund will not be issued.

If the Client does not turn up for an appointment, either in person or online, the session will be charged at the full rate and no refund will be given. Refunds are not given for sessions which have taken place.

If, for an unexpected and unavoidable reason, the Coach needs to cancel a session as much notice will be provided to the Client as possible. In this instance, the Client will be given the option to reschedule the appointment or receive a full refund.

Repeated cancellations or non-attendance may result in forfeiture of the session at the full rate.

For packages or sessions paid in advance, including those via Access to Work and through Employees organisations, the terms set out in Pre-Paid Coaching and Consultancy Sessions apply.

Record Retention Policy

The Client has access to the Coach’s privacy policy with respect to documents, information and data acquired or shared during the term of the Coach-Client relationship. It is recommended that the Client accesses and familiarise themselves with this policy.

Termination

Either the Client or the Coach may terminate this Agreement at any time with 1 weeks written notice. The Client agrees to compensate the Coach for all coaching services rendered through and including the effective date of termination of the coaching relationship.

Limited Liability

Except as expressly provided in this Agreement, the Coach makes no guarantees, representations or warranties of any kind or nature, express or implied with respect to the coaching services negotiated, agreed upon and rendered. In no event shall the Coach be liable to the Client for any indirect, consequential or special damages. Notwithstanding any damages that the Client may incur, the Coach’s entire liability under this Agreement, and the Client’s exclusive remedy, shall be limited to the amount actually paid by the Client to the Coach under this Agreement for all coaching services rendered through and including the termination date.

Entire Agreement

This document reflects the entire agreement between the Coach and the Client and reflects a complete understanding of the parties with respect to the subject matter. This Agreement supersedes all prior written and oral representations. The Agreement may not be amended, altered or supplemented except in writing signed by both the Coach and the Client.

Dispute Resolution

If a dispute arises out of this Agreement that cannot be resolved by mutual consent, the Client and Coach agree to attempt to mediate in good faith for up to (certain amount of time such as 30 days) after notice given.

Severability

If any provision of this Agreement shall be held to be invalid or unenforceable for any reason, the remaining provisions shall continue to be valid and enforceable. If the Court finds that any provision

of this Agreement is invalid or unenforceable, but that by limiting such provision it would become valid and enforceable, then such provision shall be deemed to be written, construed, and enforced as so limited.

Waiver

The failure of either party to enforce any provision of this Agreement shall not be construed as a waiver or limitation of that party's right to subsequently enforce and compel strict compliance with every provision of this Agreement.

Applicable Law

This Agreement shall be governed and construed in accordance with the laws of England and Wales, without giving effect to any conflicts of laws provisions.

These Terms and Conditions formalise the policies that have applied to all coaching and consultancy services delivered by Dr Helen Curran Coaching & Consultancy since 2023. They apply to all current and future clients. Dr Helen Curran Coaching & Consultancy reserves the right to update these Terms and Conditions periodically.

By booking or paying for, or raising a purchase order for coaching or consultancy services, you confirm that you have read and agree to the Terms and Conditions above, and available at www.helencurran.net

For Access to Work/ Corporate assignments. The Purchase Order/ Email agreement of work signifies your acceptance of these terms and conditions.

Coach: Dr Helen Curran for Dr Helen Curran Coaching & Consultancy

Contact details: helen@helencurran.net 07359 421053

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