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Contracts

How to create and send a coaching contract

Send a professional coaching agreement and collect a legally-binding e-signature from your client.

⏱ About 6 min · Updated 05 Jun 2026

Clear agreements protect both you and your client. CoachNexa lets you send and e-sign contracts without leaving the platform.

  1. Open Contracts

    Go to Contracts to create a new agreement or start from a template.

  2. Set the terms

    Customise the contract body — scope, fees, cancellation policy, confidentiality, and anything specific to your engagement.

  3. Send it to your client

    Send the contract to the client. They receive a secure link to read and sign it.

  4. Client signs electronically

    Your client signs from any device. The signature and timestamp are captured for your records.

  5. Both parties get a copy

    Once signed, the agreement is stored in your workspace and the client can access their copy from their portal.

Pair a contract with a welcome letter and intake form to give every new client a polished, professional onboarding.

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