Health and Wellness
Coaching
You are holding sensitive health information with no privacy policy in place. Your client has quietly taken your general guidance as medical advice. You refund a program because the results were never clearly defined. Somehow there is no clear process for what happens next, because none of it was written down.
These documents write it down. Scope, disclaimers, privacy and payment, drafted by an Australian lawyer for health and wellness practitioners, so your advice is protected and so is their information.
You are not their doctor, and your program is not a medical guarantee. It is time your paperwork made that crystal clear.
These are for non regulated coaching only.
You are the reason
these exist.
Sound familiar? Or maybe you have heard of it happening to someone else in your industry, which is honestly just as convincing.
- You are holding health information with no privacy policy telling your client what you do with it.
- They have taken your general guidance as medical advice, and there is nothing in writing saying otherwise.
- Can you just quickly look at this between sessions has become a daily habit, unpaid.
- You are waiting on a health questionnaire or intake form before a program starts, and there is nothing that says what happens if it never arrives.
- You have never actually agreed what happens to a payment if a client stops the program halfway through.
- You used an AI chatbot to draft your health disclaimers and have no idea if it actually protects you from a client claiming medical advice.
You are not bad at boundaries. You just never had a document that held them for you. Today, you do.
What it costs when the terms
were never written down.
You do not need a disaster for this to hurt. One client who treats general guidance as medical advice, one program abandoned halfway, one intake form full of health information sitting somewhere with no policy attached.
You quoted a defined program with a set number of sessions. A month later you are fielding daily questions between sessions, for the same fee.
You are giving general guidance with nothing in writing telling clients it is not medical advice, which leaves you exposed if it is relied on as such.
Program fees get paid upfront, but with no agreed refund policy there is no clarity on what happens if a client stops halfway through.
Programs get abandoned partway. Without a refund and disclaimer policy, you are left guessing what you owe and exposed if the program gets blamed for a result it never promised.
You are holding health information under the Privacy Act with no compliant privacy policy telling clients what you collect, why, and how it is stored, which is one of the highest risk gaps in this industry.
Your website has an intake form or quiz collecting personal and health details, with nothing limiting your liability if someone relies on general website content as if it were personal advice.
You only need to be caught out once for the paperwork to have been worth it.
What gets sorted
the day you send it.
Written for health and wellness, not adapted from a generic contract and not imported from overseas.
Everything you need,
priced so you can start.
Buy the one document you need today, or take the kit and have it all sorted in one go.
- Service Agreement
- Website Terms and Conditions
- Privacy Policy
- All three, one price
- Your client contract
- Scope, disclaimers and payment
- Use it with every client
- Rules for your website
- Covers intake forms and quizzes
- Limits your liability
- Privacy Act 1988
- For the health information you hold
- Needed even without a website
Hi, I am Francesca.
I am your business and hiring bestie lawyer, and I have spent years on the other side of this. Founders would come to me after the client had already stopped replying, already used the images, already refused to pay the final invoice. Every time, the same conversation. Every time, a document that could have prevented all of it.
So I built the documents I kept wishing people had brought me first. The same protections I would draft for a client paying by the hour, written in language you can actually read, at a price that makes sense when you are still building.
Founders who stopped
hoping it would be fine.
Frequently asked questions
I work in a regulated profession. Can I use these?
No, and that is deliberate. These templates are written for non regulated health and wellness coaching. Regulated professions carry their own registration, insurance and record keeping obligations, and a coaching agreement will not meet them, so these are not the right fit for you.
Are these templates legally drafted?
Yep, you are in good hands. All of our templates are drafted by a qualified Australian employment and commercial lawyer. While they are designed to work across different industries, they are built from real experience working with thousands of business owners. We have seen what causes stress, confusion and those quiet uh oh moments in hiring, and we have built these templates to help you avoid them. They are practical, clear and designed to support you, not overwhelm you.
Do these templates create a lawyer client relationship?
Not on their own, and that is intentional. Purchasing a template or downloading a free resource does not create a lawyer client relationship and it is not legal advice. This gives you the space to reflect, make sure the template feels right for your circumstances and use it with confidence. A lawyer client relationship only begins if and when you formally engage Her Legal Edge for legal services, such as through a paid consult, retainer or agreed scope of work. If you ever want personalised advice, it is always there as an option.
Can I reuse the template more than once?
Yes, absolutely. Each purchase comes with a single user licence, which means you can reuse the template as many times as you like within your own business. That includes current staff, future hires and growth as your business evolves. The only thing to keep in mind is that templates are not for sharing, reselling or using for other businesses.
Can I edit the templates?
Of course. That is exactly what they are designed for. These are fill in the blanks templates and you will receive clear guidance on how to use them. You are not expected to understand legal language or have everything figured out. The structure is there to support you.
Are these templates suitable for overseas businesses?
These templates are designed specifically for Australian businesses. The law varies significantly between countries, so if you are based overseas we recommend working with a lawyer in your country to prepare the right documents for you.
Which template do I need for my business?
If you provide services to clients, you need a service agreement that matches your industry. We have templates for marketing professionals, designers, photographers, virtual assistants and online business managers, coaches and consultants, health and wellness practitioners, and fitness and movement professionals. Each one is tailored to the specific risks and protections that matter for that industry. If you cannot see your industry, send us a message and we will let you know what is closest.
Do I need a service agreement if I have a contract template I have been using for years?
Possibly. Templates that have been used for a long time are often missing protections that have become essential, like clauses around AI use, chargebacks, payment plan enforcement, and updated Australian Consumer Law obligations. If you have not had your contracts reviewed in the last 12 to 18 months, it is worth comparing your current document to one of ours.
Do I actually need a service agreement?
Yes babe, you do. If you are exchanging money for your time, your skills or your deliverables you need a contract. A handshake, a DM and good vibes are not legally enforceable. A signed service agreement is. I got you, that is exactly what this is for.
What happens if I do not have one?
You are operating on trust and hope, which is lovely but not a legal strategy, or safe. Without a contract you have no agreed payment terms, no cancellation policy, no IP protection and no paper trail if things go sideways. And things go sideways. Even with the best clients. A service agreement is the thing that protects both of you when they do.
I have been in business for years without one. Am I in trouble?
No shame here. A lot of brilliant business owners have been winging it and honestly? You have probably been fine because you attract great clients. But one bad one is all it takes. This is not about what went wrong before, it is about closing those gaps and doing better from here. You are already here, which means you are already doing it.
My clients are friends or referrals. Do I still need one?
Especially then. Money changes dynamics. A contract does not mean you do not trust someone, it means you both know exactly where you stand from the start. It protects the relationship as much as it protects you. The awkward conversation later is always harder than the paperwork now.
What if my client will not sign?
That is information worth paying attention to. A client who will not agree to basic terms before handing over money is a red flag. That said, these agreements also include acceptance by conduct, meaning if your client pays or allows you to start work, the agreement applies regardless. Already built in and sorted.
Can I use it for multiple clients?
Yes. Buy it once, use it forever across your business. Update the client details each time and you are good to go. That is the whole point.
Do I actually need a privacy policy?
If you collect personal information, and you do, because a name, an email address and a payment method all count, then yes. The Privacy Act 1988 applies and having a compliant privacy policy is not optional. I got you on this one.
What if I only collect names and emails?
That is personal information, by law, sorry to break it to you. A name and an email address is enough to trigger your privacy obligations. A privacy policy tells your clients what you collect, why, how you store it and how they can access or correct it. That is what they are entitled to know, and this document makes it easy.
Do I need one if I do not have a website?
Yes. If you are collecting client information through a form, a booking system, an intake questionnaire, your service agreement or literally just an email thread, you need a privacy policy. Send it with your service agreement and you are covered. No website required.
Where do I put it?
On your website footer, linked in your booking form, in your email signature and anywhere else clients submit their information. If you do not have a website, send it to every new client alongside your service agreement. The step by step instructions are on the cover page, it is all mapped out for you.
Do I actually need website terms and conditions?
If you have a website, yes. It does not matter if you sell anything on it. The moment someone can visit your site, view your content, contact you or submit their details, you need terms that govern that interaction. It limits your liability, protects your intellectual property and sets the rules for how your site can be used.
I do not sell anything online. Do I still need them?
Yes. Website terms and conditions are not just for ecommerce. They cover who owns your content, what happens if someone misuses your site, what you are and are not liable for and how disputes are handled. Even an information only website needs them.
What is the difference between website terms and conditions and a privacy policy?
Your website terms and conditions govern how people can use your website, what they can and cannot do, what you are and are not liable for, who owns the content. Your privacy policy governs how you handle their personal information. They do different jobs. You need both.
Do I need both?
Yes. They are not interchangeable. Think of your terms and conditions as the rules of your website and your privacy policy as your promise about data. Two documents, two different purposes, both required. I got you, they are both available in the suite so you can sort it all in one go.
Bringing someone
on board?
Sort it once,
and stop worrying about it.
Drafted by an Australian lawyer, delivered instantly, yours to use for as long as you are in business.
See the templatesWork in more than one lane? Have a look at VA and OBM, Coaches and Consultants, Marketing and Social Media, Designers, Photography, Videography, Fitness and Movement or Ecommerce.
Cannot see your industry? Send a request.
