Workshops and Retreats are an amazing way to come together with clients from a variety of disciplines and experiences and collaborate and inspire – it’s no wonder they are popular with clients and an important tool in your coaching toolbox.  Before you begin such a transformative experience with your clients, you will need a clear and complete retreat agreement that establishes boundaries and expectations for everyone involved. We know that retreats and workshops involve a lot of planning, preparation, and execution, and this retreat agreement can help ensure all of your hard work goes smoothly. Now, all you have to do is go out there and work your magic! 

This Retreat Agreement may not address issues unique to events requiring international travel.



  • Clearly states all the basic, pertinent information about the retreat/event
  • Establishes your expectations of the participants
  • Allows you flexibility if the program must change due to forces beyond your control
  • Includes clear terms about payments, deposits and refunds
  • Includes clear cancellation and postponement language
  • Includes an optional basic media release allowing you to take and use pictures/video of participants at your event
  • Disclaims any warranties (promises) about results from attending the event
  • Optional Attachments allow you to provide detailed information about the schedule/agenda, hotel accommodations (if any), participant conduct and event policies, and an emergency medical release

This template is suitable for any coach, regardless of area of coaching, and can be used whether you are hosting a half-day workshop, a day long retreat, overnight weekend-long event, or even an online retreat.

  • 7 page, fully customizable template, including 3 optional Attachments
  • Welcome Video
  • 4 videos explaining the legal terms; guiding you through the customization; and, telling you what steps to finalize and put your document to use
  • Downloadable full written instructions guiding you through the customization, and putting your document to use

Did you know you can find this template in the following package(s)?…

01. Choose Confidently

Our website is designed to help you choose the right template or package for your needs.

02. Get In The Know

Learn about and understand your templates:

  • We want to make sure that you not only get to customize your templates your way, but that you also understand what your template means.
  • Our easy-to-understand explanations of each section of your template is available to you in both video format and written format. 
  • No complicated legalese when we explain your templates, so you will be empowered to explain your own template to your client.

03. Prepare Efficiently

Like a great recipe, gather the right ingredients for your template:

  • There is no guess work on what you might need when filling out your template, as we tell you exactly what you will need in both video format and in written instructions.
  • Just as we would not make a cake without a recipe, you do not want to customize your template without the key ingredients.

04. Customize Uniquely

This is legal your way, on your schedule:

  • When you customize your templates, you will get to follow the steps at your own pace.
  • Videos and full written instructions are provided to guide you step by step – you decide what method works best for you.
  • Our signature colors will alert you when you need to fill in certain information or customize the language with the options provided.
  • There is no guesswork on what you need to do, and you can do this all on your own time!

05. Take Action

Finalize your templates and put them into action.

  • You have a completed document and guidance on how best to use it.
  • Through our videos and written instructions, we will let you know what steps you need to take to make the template enforceable – like notarizing – and best practices for maintaining your legal document(s). 

Now, you are In The Know!

06. Shine and Share

Tell us about your experience and share your success story with us! We would love to hear from you about your experience in filling out the templates, as well as any success stories you may have in using them – we might even share your story on our blog!