What is it?
The AI Client Consent Form is a written consent document for health coaches and wellness practitioners who use Artificial Intelligence (AI) tools in their coaching services, client communications, wellness data analysis, or business operations.
It helps you get your clients' consent to use AI-assisted tools while creating clear boundaries around client privacy, data security, and how AI is used by you.
It should be signed by your client BEFORE you begin using AI-assisted tools in their coaching services.
It covers areas like:
- how AI is used to organize lab results, biomarkers, and wellness data voluntarily shared by clients.
- AI-assisted coaching session note-taking, transcription, and audio/video recordings.
- client consent to AI-assisted coaching services and data use.
- client privacy, confidentiality, and data security safeguards.
- risks and limitations of AI, including errors, bias, and inaccurate outputs.
- human oversight of AI-generated wellness reports and coaching recommendations.
- client rights to decline AI-assisted analysis or opt out of AI recordings.
- clear boundaries between wellness coaching and medical care, diagnosis, or treatment.
- use of de-identified client data for education, research, and improving coaching services.
- IP protections for your coaching materials, proprietary methods, and AI-assisted systems.
Note: This AI Client Consent Form is a separate document that works alongside your regular Client Agreement (for 1-on-1 coaching clients), Terms of Use (for group programs) or Client Agreement for Hybrid Programs (for coaching programs with group calls AND 1-on-1 calls included). It does NOT replace those legal documents.
Who needs it?
Health coaches and non-licensed wellness practitioners who use AI tools in their coaching services, including:
- Health Coaches and Holistic Health Coaches
- Integrative Nutrition Health Coaches
- Functional Health Coaches and Functional Wellness Practitioners
- Functional Nutrition Coaches and Nutrition Therapy Practitioners (NTPs)
- Wellness Coaches and Lifestyle Coaches
- Fitness, Exercise, and Movement Coaches
- Other non-licensed holistic health + wellness practitioners providing coaching services
Legal Love™ Tip:
Use this form if you're using AI to...
- Organize or analyze client wellness data, lab results voluntarily shared by clients, biomarkers, or lifestyle information for educational purposes.
- Transcribe visits or take notes during in-person or virtual coaching sessions.
- Create personalized wellness reports, educational materials, wellness roadmaps, or client communications.
- De-identifying client data to create educational content, improve your coaching programs, or develop your own AI-assisted wellness systems.
- Support your coaching services behind the scenes, even if your clients don't directly interact with AI.
Note: This form is for unlicensed coaches working with clients, NOT licensed medical practitioners working with patients. If you're working with patients under your license, use the DIY AI Patient Consent Form instead which contains specific language required for licensed medical practitioners. These forms are not interchangeable.
Client Love
Why do you need it?
This AI Client Consent Form helps you:
- Get written client consent to AI-assisted coaching - so clients understand how AI tools are being used in your services.
- Protect client privacy and wellness data - by clearly explaining how personal information is collected, processed, and safeguarded.
- Set clear boundaries around AI use - including human oversight, wellness recommendations, and client rights around being recorded without their permission.
- Reduce legal risk from AI-assisted tools - by disclosing potential AI errors, inaccuracies, bias, and data security risks.
- Get permission for AI-assisted recordings - with separate client opt-in choices for audio and video recording during coaching sessions.
- Clarify that coaching is NOT medical care - so clients understand that AI-assisted wellness guidance is educational and does not replace medical advice, diagnosis, or treatment.
- Protect your IP - including proprietary coaching materials, AI-assisted workflows, and wellness systems.
- Build client trust through transparency - so your clients feel informed, respected, and empowered when AI is part of their coaching experience.
- Be energetically aligned in your root and sacral chakras - by creating clarity, safety, and strong boundaries around AI use in your coaching business.
This form helps reduce risk for both you and your clients—so you can confidently embrace AI in your coaching practice while protecting client privacy, honoring your professional boundaries, and sharing your wellness gifts with the world.
IMPORTANT NOTES:
- This form states that you will have an AI Governance Policy, maintain human oversight, and have privacy safeguards to follow the law and reduce your liability - unlike generic AI disclosures. If you need an AI Governance Policy for Health Coaches, you can get it here.
- Some state laws require that patients be allowed to decline AI-assisted analysis, note-taking, or audio or video recordings so this form allows clients to choose.
- Additional state-specific AI disclosures or consent requirements may apply so please know your applicable laws. State laws are evolving frequently when it comes to AI.
What’s included in the DIY package?
- AI Client Consent Form Template
- Easy-to-edit doc.
- Fill in the blank format you can use right away.
- Plain English - no confusing legalese.
- Created with care + Legal Love™.
How does it work?
- Receive an email from us with instructions.
- Download your DIY template.
- Fill in the blanks.
- Save your changes (don’t skip this step!)
- Share it with your clients - electronically or in person - and give them a signed copy.
What's the investment?
Need more legal protection?
