# Client agreement: outline (adapt before use)

> This is general information, not legal advice. Adapt it to your practice and professional body, and get advice if unsure.

## 1. Who we are
- Your name, profession, registration body and number, and how clients can check it.
- How to contact you, and when you reply.

## 2. What we'll do together
- The kind of work you offer, and the approach you use.
- Session length, how often you meet, and how you'll review progress together.
- Any fixed number of sessions, and how endings are planned.

## 3. Where and how we meet
- In person (address and access) or online (platform, what to do if the connection drops).
- What the client needs for online sessions, such as a private space.

## 4. Fees and cancellations
- Fee per session, how and when to pay.
- Your cancellation and missed-session policy, and any notice periods.

## 5. Confidentiality and its limits
- What stays confidential.
- When you might need to share information (for example, risk of serious harm, safeguarding, or a legal requirement), and how you'd usually tell the client first where possible.
- That you discuss your work in supervision, and how you protect identity there.

## 6. Records and data
- What notes you keep, where, how they're protected, and for how long.
- A link to your privacy notice.

## 7. Contact between sessions and urgent help
- How (and whether) clients can contact you between sessions.
- That you're not an emergency service, and where to get urgent help (999, NHS 111, Samaritans 116 123).

## 8. Breaks, endings and if something goes wrong
- Your planned breaks, and what happens if you're unexpectedly unavailable.
- How to raise a concern with you, and your professional body's complaints process.

## 9. Agreement
- Space for both of you to confirm what's been agreed, with the date. Give the client a copy.