Wellness Business Checklist

Here is a list of legal documents every wellness practitioner should have when starting a wellness practice:

___Client Services Agreement (Informed Consent)

___Website Privacy Policy

___Social Media Policy*

___Website Terms & Conditions

___Group Coaching Agreement (if you plan to conduct those)

___Corporate Services Contract (if you plan to serve corporate clients)

___Client Release of Information Form*

___Client Assumption of Risk Form*

___Legal Entity Articles of Incorporation or Organization (if you choose to form a legal entity)

___Employer Identification Number (if choose to form a legal entity

___Bylaws or Operating Agreement (depending on legal entity status)

___Independent Contractor or Employee Agreements (if you plan to hire any)

___Educational Acknowledgement (if you plan to provide seminars)

___Confidentiality/Intellectual Property Protection Agreement*

___Financial Polices Form*

___Professional Liability Insurance

* These items may be included within the client informed consent form if appropriate

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