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Terms & Conditions
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SPIRITUAL DEVELOPMENT COACHING SERVICES GUIDE & AGREEMENT
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This Agreement Is Entered into, By and Between, the Following Parties:
 
Hereby referred to as the “Coach” – CTDC, a limited liability company, organized under the laws of the state of Pennsylvania -
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Coach Name:                        Heather Zimmerman
Coach Company Name:        Connect the Dots Coaches, LLC
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Hereby referred to as the “Client” – Anyone who subscribes to any available services or goods provided by Connect the Dots Coaches, LLC.
 
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 maximize personal and spiritual potential. It is designed to facilitate the creation and/or development of personal, spiritual and/or any other goals desired by the client and to develop and carry out a strategy or action plan for achieving those goals.

Coach-Client Relationship 

  1. The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF): coachfederation.org/ethics. It is recommended that the Client review the ICF Code of Ethics and applicable standards of behavior.

  2. The Client is solely responsible for creating and implementing his or her own physical/ mental/emotional well-being decisions and choices. Additionally, the Client is solely responsible for any actions and/or results that may arise out of the coaching relationship including any online programs, readings, coaching calls and/or other interactions with the Coach. As such, the Client agrees that the Coach is not and will not be liable or responsible for any action or inaction taken by the Client nor for any direct or indirect results of the services provided by the Coach. The Client understands coaching is not therapy and does not substitute for therapy or other medical/counseling treatments, if needed, and does not prevent, cure, or treat any mental/emotional disorder or medical disease.

  3. The Client acknowledges that he or she reserves the right to terminate or discontinue the coaching relationship at any time.

  4. The Client acknowledges that coaching is a comprehensive process that may involve different areas of his or her life, including health and wellness, business, personal and/or spiritual relationships, education, career, recreation, etc. The Client agrees that he or she is solely responsible for ultimately deciding how to handle any related issues, whether to incorporate any coaching principles, and the implementation of any action-steps, based on their own choices.

  5. The Client acknowledges that coaching does not involve the diagnosis or treatment of mental/emotional disorders as defined by the American Psychiatric Association (APA) and that coaching is not to be used as a substitute for counseling, psychotherapy, psychoanalysis, mental health care, substance abuse treatment, or any other professional advice sought or given by any legal, medical, or other licensed professionals. It is solely the Client’s responsibility to seek such independent professional guidance, as needed, outside of the discussed Coach-Client relationship.

    • 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.

  6. The Client agrees to communicate honestly, be open to feedback/assistance, and to create the time and energy required to fully participate in any program or session, to enhance the coaching relationship and maximize potential for desired results and/or outcomes of coaching sessions or online programs.

Services

  1. Both parties agree to engage in any purchased Spiritual Development Coaching Program, or any other session or appointment purchased through the company website, implemented through online programs, or any scheduled, online/virtual Zoom meetings, as outlined in any purchase agreement.

  2. The Coach will be available to Client by e-mail, chat, and voicemail in between scheduled meetings or during any active online program or session.

  3. The Coach may also be available for additional time, per the Client’s request on a prorated basis rate of twenty-five dollars ($25) per hour (for example, reviewing documents, reading/writing reports, engaging in other related services outside of scheduled coaching sessions). And will be agreed upon by both parties prior to implementation.

Schedules & Fees

  1. Start Date: This coaching agreement is valid at the time of any purchases through the company website, via online programs, session, or individual coaching, unless otherwise specified at the time of purchase.

  2. Location: Any coaching sessions will be held virtually, by use of Zoom meetings. The link to which shall be emailed to the Client by the Coach within twenty-four (24) hours prior to the scheduled session. All other programs are virtual, and the information will be available to the client when applicable for the program they have enrolled in.

  3. Sessions: Each virtual coaching session is scheduled for one (1) hour unless otherwise agreed upon by both parties, prior to the specific session. 

  4. Fees: The Client will be billed at the standard coaching rate of one hundred dollars ($100) per thirty (30) minutes for coaching sessions unless the client chooses a prepaid package. A package can be purchased at any time.

  5. Packages: Package options are available on the company website with ample details related to each option prior to purchasing.

  6. Receipt of Payment: All fees must be paid prior to first scheduled session or beginning of any online program. If payment is not received within forty-eight (48) hours prior to the first scheduled session, the appointment will be marked as a cancellation.

  7. Accepted Forms of Payment: The Client can purchase any packages, sessions, programs, readings, or any other services advertised through the “Connect the Dots Coaches” website payment portal. Any additional fees or charges will be invoiced via Wix or Square and will be emailed to the Client once the agreed upon, additional services have been rendered. CTDC accepts all major credit & debit cards, Apple Pay, Google Pay, and PayPal as payment options. They also accept Klarna and Afterpay for payment plan options, see the terms and conditions for those sites for availability and qualifications. CTDC does not have any influence or determination factors when using either of these options.

Cancellations & Rescheduled Sessions

  1. Cancellation Policy: The Client agrees to the following: that it is solely his or her responsibility to notify the Coach at least twenty-four (24) hours in advance of any scheduled meeting, session, or phone call to cancel the appointment; If the Client does not adhere to the cancellation policy, the Coach reserves the right to bill the Client for any missed appointment, meeting, session, or phone call; If the Client accrues three (3) missed appointments of any kind, without proper cancellation notice, the Coach reserves the right to terminate the coaching relationship.

  2. Rescheduled Sessions: The Coach will attempt, in good faith, to contact the Client to reschedule any cancelled or missed meetings, sessions, or phone calls. If both parties agree to reschedule a session currently in progress, the new session will only consist of the remaining time left in the original session.

  3. Any unused hours or coaching sessions may be transferred to the Client’s friends and/or family members. The Client agrees to contact the Coach in advance to properly transfer the information. The online tools, available downloads, and other package perks are not transferrable and can be accessed if, and when, the friend or family member purchases a subsequent session/package.

  4. If the Client is late for any appointment, he or she acknowledges that the scheduled meeting, session, or phone call will still finish at the agreed upon time. The Client agrees that it is solely his or her responsibility to notify the Coach if he or she is running late to any appointment. If the Client is more than ten (10) minutes late of the scheduled start time of any meeting or session and the Coach has not been contacted, it will be assumed the Client has cancelled the appointment (see cancellation policy above).

Procedure

  1. Location & Time: The time of the coaching meetings, sessions, or phone calls will be determined by the Coach and the Client, based on a mutually agreed upon time. Appointment times can be booked over the phone at 717-980-5462 or on the “Connect the Dots Coaches” website. The location will be a virtual video call through Zoom unless otherwise specified prior to the session date and start time. 

  2. If by phone: The Client will initiate all scheduled calls and will call the Coach at the following number for all scheduled meetings 717-980-5462. If the Coach will need to be reached at any other number for a scheduled call, the Client will be notified prior to the scheduled appointment time by email.

  3. If by video call: The Coach will provide a link to the video meeting prior to the session by email. The Client agrees to be online and ready to video chat three (3) to five (5) minutes prior to the selected meeting time, so that the session may begin on time. 

Confidentiality

  1. 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. However, please be aware that the Coach-Client relationship is not considered a legally confidential relationship (like those in the medical and legal professions) and thus communications are not subject to the protection of any legally recognized privileges. 

  2. The Coach agrees not to disclose any information pertaining to the Client without the Client’s written consent. The Coach will not disclose the Client’s name as a reference without the Client’s consent. 

  • Confidential Information does not include information that: 

    • was in the Coach’s possession prior to being furnished by the Client

    • is generally known to the public or those within the Client’s industry/profession

    • is obtained by the Coach from a third party, without breach of any obligation to the Client

    • is independently developed by the Coach, without use of or reference to the Client’s confidential information

    • the Coach is required by statute, lawfully issued subpoena, or court order to disclose

    • is disclosed to the Coach and results in leading the Coach to reasonably believe there to be an imminent or likely risk of danger or harm to the Client or others

    • 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.

Release of Information

  1. If the Coach engages in training and continuing education pursuing and/or maintaining International Coach Federation (ICF) credentials, that process requires the names and contact information of all Clients for possible verification by the ICF.

  2. By agreeing to these terms and conditions, you agree to have only your name, contact information and start/end times & dates of coaching sessions shared with ICF staff members and/or other parties involved in this process, for the sole and necessary purpose of verifying the coaching relationship, no personal notes will be shared.

  3. According to the ethics of our profession, 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.

Record Retention Policy

  1. The Client acknowledges that the Coach has disclosed his/her record retention policy with respect to documents, information and data acquired or shared during the term of the Coach-Client relationship. Such records will be maintained by the Coach in a format of the Coach’s choice (print or digital/electronic) for a period of not less than ten (10) years.

  2.  

  3. The Coach reserves the right to audio record meetings, sessions, or phone calls for playback, allowing the Coach to remain prepared for future sessions and new goals, etc. to be mentioned by the Client. The Coach may transcribe recordings to keep in the Client’s records but agrees to erase/destroy all recordings after playback/transcription. The Coach will not share any of the recordings and/or transcriptions/notes, whole or in part, with any other parties, except the Client, if necessary.

Termination

  1. Either the Client or the Coach may terminate this Agreement at any time with two (2) weeks written notice. The Client agrees to compensate the Coach for all coaching services rendered, up to and including, the effective date of the termination of this coaching relationship.

Limited Liability

  1. Except as expressly provided in this Agreement, the Coach makes no guarantees, representations or warranties of any kind or nature, expressed 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

  1. This document reflects the entire agreement between the Coach and the Client and reflects a complete understanding of both 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

  1. If a dispute arises out of this Agreement that cannot be resolved by mutual consent, the Client and the Coach agree to attempt to mediate in good faith for up to thirty (30) days after notice is given. If the dispute is not so resolved, and in the event of legal action, the prevailing party shall be entitled to recover attorney’s fees and court costs from the other party.

Severability

  1. 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

  1. 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

  1. This Agreement shall be governed and construed in accordance with the laws of the State of Pennsylvania, without giving effect to any conflicts of law’s provisions.

Binding Effect

  1. This Agreement shall be binding upon the parties hereto and their respective successors and permissible assigns.

  2. If the client makes a purchase of any online program, reading, coaching session, or other applicable service through the company website, the client is therefore implying consent for these terms and conditions.

No Employment

  1. Neither party is by virtue of this Agreement authorized as an agent, employee, or legal representative of the other. Neither party shall have the power to control the activities and operations of the other and its status always will continue to be that of an independent contractor relationship.

  2. Client may allow Coach to act as an authorized legal representative in certain circumstances under the terms of this Agreement, but such circumstances will be agreed to by both Parties in writing beforehand.

Warranties

  1. Coach represents and warrants that Coach has the knowledge, skills, and experience necessary to provide the Services. Coach agrees that during the term of this Agreement, Coach will agree to provide the Services as the request of the Client.

  2. Coach represents and warrants that Coach maintains a specific certification as follows, Level 2 Master Life Coach. Coach acknowledges and agrees that maintaining this certification is a material inducement for the Client to enter this Agreement.

Refund Policy

  1. Client shall not be entitled to any refund for any monies spent under this Agreement. If Client wishes to terminate this Agreement prior to its planned expiration, Client will forfeit each of the fees thus far paid to the Coach and is required to pay any outstanding debts for services rendered and agreed upon by both parties prior to termination.

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