How to cover your buns as an energy practitioner

by | Nov 9, 2020 | Client Agreement, DIY Legal Templates

No matter what kind of coach or online biz owner you are, you’ve heard me say that:

Using a strong Client Agreement is important for 2 reasons:

1. To protect your INCOME  – so you have legal language to fall back on.

2. To create CLARITY and BOUNDARIES – so your clients are clear about expectations and know you’re not making guarantees. 

Needing to create clarity and boundaries couldn’t be more important than if you’re working as an energy practitioner – like a Reiki Master, energy healer or spiritual guide.

Over the past few months, I’ve received lots of requests for a DIY template specifically for energy practitioners.

I’m happy to introduce the NEW DIY Client Agreement (for use by energy practitioners only).



what is it?

The DIY Client Agreement for Energy Practitioners is designed for working with a client in person (hands on or hands off) AND for remote distance sessions.

It helps cover your buns by:

  • Being clear about what happens when clients don’t pay, miss calls, or ask for refunds.
  • Including a strong disclaimer that you’re not providing medical or mental health advice AND you’re not guaranteeing any particular results.
  • Stating expectations about working with you whether through hands-on touch or hands-off services so you can choose whichever language applies to you.*

I like to call it a “compassionate container” to hold and support your client relationship which helps your clients get better results because they know what you expect and how to SHOW UP at their best.

why do you need it?

There are a LOT of ways that clients can get confused about the results they can expect to receive. When clients want support on the physical plane or energetic plane to do things like connect with loved ones who have passed, shift blocked energy, connect with the Divine, or free themselves from stories originating in past lives, they can expect you to be a “miracle worker” and make all of their aches, pains, worries, sadness or grief instantly go away.

Your Client Agreement protects you as an Energy Practitioner in PRACTICAL ways with written legal language to fall back on. SPIRITUALLY, it supports your sacral chakra by raising your energetic frequency to attract more of what you want and expand your money, creativity, and abundance,

Learn more and get your DIY Client Agreement (for use by energy practitioners only) here. 

Here’s to creating clarity and boundaries when working with clients energetically!

*IMPORTANT NOTE: Be sure to follow local and state laws when it comes to hands-on touch with clients. Note that in some states you need to be licensed as a massage therapist or licensed practitioner, or be a state-recognized licensed clergy member to place your hands on a client’s body. If you don’t know, please speak with a health care attorney in your state who works with licensed medical practitioners who can check the law for you. Here’s to doing energy work safely and legally!