About How it Works Programs
Questions Articles Contact

TERMS AND CONDITIONS | COACHING SERVICES

TERMS AND CONDITIONS -- COACHING SERVICES
Last Updated: March 1, 2026

These Terms and Conditions ("Agreement") govern the coaching services offered by Lisa C. Morgan, doing business as Lisa Morgan Coaching ("Coach"), to clients ("Client") who purchase or enroll in any coaching program, service, or product.

By purchasing, enrolling, or accessing any coaching service, you agree to be bound by this Agreement.

1. Nature of Coaching Services

Lisa Morgan Coaching offers life coaching services, including but not limited to Core Transformation Coaching, Motivation Breakthrough Coaching, Concierge Coaching sessions, and group coaching programs such as Choosing Me... Finally!

Coaching is a professional service that supports clients in clarifying goals, identifying obstacles, and taking action. Coaching is distinct from and is not a substitute for psychotherapy, counseling, or medical treatment.

Lisa C. Morgan is a Certified Life Coach and a retired Board-Certified Music Therapist. She does not provide therapy, diagnose mental health conditions, or prescribe treatments within the scope of this coaching relationship.

If you are currently working with a mental health professional, Coach encourages you to continue that work. If you experience a mental health crisis at any time, please contact emergency services or a licensed mental health provider immediately.

2. Client Responsibilities

As a client, you agree to:

  • Engage honestly and openly in the coaching process
  • Complete any agreed-upon actions, exercises, or reflections between sessions
  • Provide timely notice if you need to reschedule or cancel a session
  • Take full responsibility for your own decisions, choices, and actions
  • Understand that results from coaching depend in large part on your own effort and commitment

3. Sessions and Scheduling

Sessions are scheduled through the online scheduling tool linked on the website. Session times are confirmed via calendar invitation.

Please arrive on time to each session. Sessions that begin late due to client tardiness will still end at the originally scheduled time.

Cancellation and Rescheduling Policy:

You may reschedule or cancel a session with at least 24 hours advance notice at no charge. Cancellations or rescheduling requests received with less than 24 hours notice will be considered a forfeited session and will not be refunded or rescheduled.

IMPLEMENTATION NOTE: [CONFIRM WITH LISA]: Adjust the notice period and forfeiture policy above to match what Lisa actually enforces. Common options are 24 hours or 48 hours.

4. Payment Terms

Payment is due at the time of enrollment or purchase unless a payment plan has been agreed upon in writing. All fees are listed on the relevant program page and are subject to change for new enrollees.

Payment Plans:

Where payment plans are offered, you agree to complete all scheduled payments regardless of whether you complete the program. Failure to complete a payment plan may result in suspension of access to program materials.

IMPLEMENTATION NOTE: [CONFIRM WITH LISA]: Confirm whether payment plans are offered, and if so, for which programs and on what schedule.

5. Refund Policy

Due to the digital and time-sensitive nature of coaching services:

Concierge (Single) Sessions:

No refunds are issued for single-session Concierge Coaching once the session has been completed. If a session has not yet taken place and you need to cancel, you may request a credit toward a future session if 24 or more hours of advance notice is given.

Multi-Session Programs and Group Programs:

Refunds for program enrollments are available within 7 days of the purchase date, provided no more than one session has been completed. After 7 days or after the second session, no refund is issued. You may apply the remaining value as a credit toward another program at Coach's discretion.

IMPLEMENTATION NOTE: [CONFIRM WITH LISA]: Adjust the refund window and conditions to match what Lisa is comfortable offering. Some coaches offer no refunds at all once access is granted; others offer a 14-day window. This should also be consistent with what is stated on each program's sales page.

6. Confidentiality

Coach agrees to keep all information shared in coaching sessions strictly confidential, with the following exceptions:

  • Information that you consent to share in writing
  • Information that Coach is required to disclose by law
  • Information that indicates a serious and imminent risk of harm to yourself or others

Client information will never be sold, shared, or used for marketing without your explicit written consent.

7. Testimonials and Case Studies

Coach may request permission to share general outcomes or anonymized summaries of your coaching work for educational or marketing purposes. Your participation in any testimonial or case study is entirely voluntary and requires your written consent.

8. Intellectual Property

All materials, frameworks, worksheets, recordings, and content provided in the course of coaching services are the intellectual property of Lisa Morgan Coaching. You may use these materials for your own personal development only. You may not reproduce, distribute, teach, or resell these materials in any form.

9. Limitation of Liability

To the fullest extent permitted by law, Coach's total liability for any claim arising from or related to these coaching services shall not exceed the total amount paid by Client in the three months preceding the claim. Coach is not liable for any indirect, special, incidental, or consequential damages.

You acknowledge that coaching outcomes are not guaranteed and that you bear full responsibility for the decisions and actions you take as a result of coaching.

10. Entire Agreement

This Agreement constitutes the entire agreement between you and Lisa Morgan Coaching with respect to coaching services and supersedes any prior discussions or representations. Any modifications to this Agreement must be made in writing and agreed to by both parties.

11. Governing Law

This Agreement is governed by the laws of the State of New Mexico. Any disputes shall be resolved through good-faith negotiation first and, if necessary, through mediation or binding arbitration in Albuquerque, New Mexico, New Mexico.

12. Contact

Questions about these Terms and Conditions may be directed to:
Lisa C. Morgan | Lisa Morgan Coaching
Email: [email protected]
Website: www.lisamcoachingabq.com