Running a group program or sacred circle is a different legal landscape than 1:1 coaching. You have multiple participants, community dynamics to manage, confidentiality between members, a strict no-refund policy to enforce, and the very real possibility of needing to remove someone whose conduct disrupts the group. Most legal templates don't come close to covering any of this.
This Group Program & Circle Participant Agreement is built specifically for spiritual group facilitators. Written in plain, straightforward English by a licensed attorney, it covers everything from enrollment and payment to community standards and removal — without sacrificing an ounce of its legal protection. Every clause means something and nothing is fluff.
Clear. Concise. Legally sound. Ready to use in your practice right away.
🪄WHAT'S INCLUDED: Spiritual Coaching Service Agreement
You get two attorney-written documents:
💫Document 1: Group Program & Circle Participant Agreement
Your primary participant contract, built for group programs, masterminds, sacred circles, and membership-style offerings:
•The Parties — identifies you and your participant clearly
•Program Description — program name, format, platform, start and end dates, session frequency, enrollment cap, and additional inclusions
•Participation & Community Standards — code of conduct for all program spaces, including respect, anti-solicitation, and privacy obligations between participants
•Investment & Payment Terms — total investment, pay-in-full and payment plan options, accepted payment methods, and late payment policy
•Cancellation & Refund Policy — non-refundable enrollment language for group programs; pre-start cancellation terms; enrollment transfer and pro-rated options; facilitator cancellation with full refund
•No Guarantee of Results — express disclaimer of outcome warranties
•Circle Confidentiality — what's shared in the circle stays in the circle; confidentiality obligations for both participants and facilitator; survives termination of the agreement
•Recording Policy — your terms for session recordings; prohibition on participant recording without consent; personal-use-only restrictions
•Intellectual Property — your frameworks, workbooks, recordings, and materials remain yours; participant gets a personal-use license only
•Not a Substitute for Professional Services — mental health, medical, legal, and financial carve-outs
•Removal from Program — your right to remove a participant for conduct violations; refund terms on removal
•Limitation of Liability — liability cap to the maximum extent permitted by law
•Governing Law — state law designation and dispute resolution
•Entire Agreement — merger clause + signature block for both parties
💫 Document 2: Testimonial & Photo/Likeness Release Form
A must-have for any coach actively building their brand. This standalone release lets you collect client testimonials and photos legally and use them confidently across your marketing — website, social media, email, sales pages, and more:
•Grant of Permission — Testimonial — non-exclusive, royalty-free, perpetual license to use and publish client testimonials across specified platforms
•Grant of Permission — Photo & Likeness (Optional) — checkbox format so clients can opt in or out of photo use separately
•Display Preferences — client chooses how they're credited (full name, first name only, anonymous, etc.)
•Editing & Accuracy — your right to edit for length and clarity without altering meaning; client confirms truthfulness
•No Compensation — documents whether any consideration is exchanged
•Revocation — client's right to request removal of their testimonial from active use
•Governing Law — state law designation
•Client Signature Block
Together, these two documents cover the full arc of your group program — onboarding participants with clear expectations and collecting their stories when it's over.
🪄HOW TO USE IT
Download the files, fill in the bracketed fields with your program details and payment structure, and send the agreement to each participant before your program begins. Save the testimonial release for the final session or immediately after — when energy is high and results are fresh. Works for sacred circles, masterminds, group mentorships, cohort programs, seasonal memberships, and any other multi-participant format.
👁️ WHO THIS IS FOR
This template is designed for: spiritual coaches running group programs or cohorts, circle facilitators and sacred space holders, retreat and mastermind hosts, and anyone offering a multi-participant spiritual experience who wants to set clear community standards, protect their content, and collect testimonials without legal risk.
