Guides
Guides and templates for coaches
Free templates and plain guides on the paperwork around getting paid: intake questions, cancellation terms, coaching agreements, deposits and chargebacks. Copy any template or download the PDF, no email needed. The guides show how IntakePay handles each step, and you don’t need it to use them.
Free until your first client pays you, then $19/month · no card to start
Free templates
Copy the text or download the PDF. No email needed.
- Coaching intake form template: 31 questions to choose from31 questions in seven groups, ready to copy, download or send
- Coaching cancellation policy templateNotice, late cancellations, no-shows and the deposit, ready to copy or download
- Coaching agreement templateThirteen plain clauses, from the program and fees to confidentiality, ready to copy or download
- Client onboarding form for coachesQuestions, terms, signature and deposit in one form, in the order they belong
- Life coaching intake form questionsA 7-question template to send, and 22 more questions to choose from
Guides
How to set terms, take deposits and keep the payments you earn.
- How to take a deposit for coachingHow much to ask for, when to take it, and how to word a deposit you keep if a client cancels
- How to prevent chargebacks as a coachWhy clients dispute coaching payments, how to prevent it, and how to answer a dispute in Stripe
- E‑signatures for coaching contracts: the law, and the tools comparedWhat makes an electronic signature on a coaching contract hold up, and the tools compared
- Stripe payment links for coaches: how to set one up, and what it leaves outSetting up a Stripe payment link for coaching, its limits, and when an invoice or IntakePay fits better
Comparisons
Other tools coaches use, what they cost and what they include.
How IntakePay does it
One private link per client: questions, signed terms and the deposit.
Your terms, signed before every payment
Paste your policy into IntakePay once. Each client answers your questions, signs your terms and pays the deposit, all from one link.
Free until your first client pays you, then $19/month · no card to start