Coaching Practice Client Consent Form

Professional Coaching Client Consent Form Template

When running a coaching practice, obtaining clear, documented consent from your clients is essential—not just for legal compliance, but for building trust and transparency in your coaching relationship. This Coaching Practice Client Consent Form template helps life coaches, business coaches, health coaches, and other coaching professionals gather comprehensive consent for session recordings, progress tracking data, assessment results, goal monitoring systems, and testimonial usage.

Why coaching consent forms matter

Modern coaching practices rely on multiple data touchpoints to deliver results: recording sessions for client review, tracking progress metrics over time, storing assessment results, and occasionally sharing client success stories as testimonials. Each of these activities involves collecting, storing, or sharing personal information—and your clients deserve to know exactly what you'll do with their data.

A well-structured consent form protects both you and your client by clearly outlining what information you'll collect, how it will be used, who will have access to it, and how long you'll retain it. It also demonstrates professionalism and shows that you take privacy seriously.

How Paperform makes consent collection simple

With Paperform's flexible form builder, you can create a branded, professional consent form that matches your coaching practice's visual identity. Use conditional logic to show only the relevant consent options based on your coaching style—for example, if you don't record sessions, those fields won't appear. Collect electronic signatures directly in the form using Paperform's signature field, and automatically store submissions securely with timestamps for your records.

For coaching practices that need signatures on multiple documents, Papersign integrates seamlessly to turn form submissions into formal eSignature requests for client agreements, informed consent documents, and coaching contracts—all linked back to the original intake form for a complete client record.

Automate your coaching workflow with Stepper

Once a client submits their consent form, you can use Stepper to automatically trigger your onboarding workflow: send a welcome email sequence, add the client to your CRM or scheduling system, create a folder in Google Drive for their session notes and assessments, and notify your team. This means you can focus on coaching while your systems handle the administrative tasks in the background.

This template is ideal for life coaches, business coaches, health coaches, career coaches, relationship coaches, and other coaching professionals who need a clear, compliant way to obtain client consent while maintaining a warm, professional tone that aligns with the coaching relationship.