Trainer Booking Agreement | Upgrade

Trainer Booking Agreement | Upgrade
Included in the Bookkeeper Hiring Agreement:
  1. Trainer Booking Agreement
  2. Trainer Booking Form
  3. Data Processing Instructions
  4. Sample Security Instructions
Not sure which level you need? Compare contract options here
Information coming soon

What do the levels mean?
Your documents and support options are explained here >

Which level should I choose?
If in doubt choose a lower level. You can upgrade later to a higher level to extend your support period or get more flexibility on where you can edit your documents

What do I get in the support period?
You get access to unlimited support in the KoffeeKlatch Facebook customer group.

You get access to updates and additional material at no additional charge during your support period

You get access to our growing library of support material in the ‘KoffeeKlatch zone’ designed to help you manage clients comfortably using your legal documents as a positive tool.

Who writes these documents?
These documents are written by our team of business and legal experts and then reviewed by key customers to check they reflect the way you work today.

Are all the levels editable?
The Booking and Data Processing forms are designed to help you collect and gather the information that is unique to your contract with your client.

The main agreement can be modified by using the appropriate forms in the Booking form.

If you have an established business model and want to edit the main agreement, or add it in html format to your website, you will need to purchase or upgrade to Premium level.

Why do you lock down the other levels?
Most legal templates are sold without support and advice being included. If you go to a legal team for advice it will cost you hundreds of pounds. We are able to include advice within your purchase by having a streamlined document system where we know what terms you are on and where to find any changes you have made. Without that, we could not offer advice and support. People come for the contracts but stay for the training, advice and support. Few people go into business understanding all the issues your contracts cover – and the law itself changes regularly. By having a standardised format, we can easily update you on what has changed, train you, advise you, and prepare the help you need within the group – all at a price few legal teams could offer.

Will my documents make me compliant?
Your documents will help you comply with your legal obligations (and give yourself some extra protection and advantages too). They are designed to go along side good practise and an understanding of your rights and obligations. If you do not work in accordance with the options set out on the documents, or make changes to the documents that reduce your rights or increase your obligations, you will not be compliant.

Why can’t I remove the KoffeeKlatch copyright claim from my documents?
Our documents remain our copyright. We assign to you a right to use them in accordance with our terms. The copyright claim is there to alert other people who may think of using them that they need to contact us before using our copyright material.

What is the difference between Global and UK options?
If both you and your client are in the UK, the UK version is fine. You can add in what you need for Scotland or NI. If either of you is not in the UK you need the global version. See here for more information >

Can I get phone or private support?
Your purchase does not include one to one support, but there is an option to purchase one to one support if you decide you need it. Find out more here >

£40.00£200.00 plus VAT

Our contracts come in three levels:

Basic Level: £50+VAT
Standard Level: £90 + VAT
Premium Level: £250 + VAT

For more information, visit

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A Trainer Agreement is really important

You need an up to date trainer agreement before give your trainer access to your delegates and your material.

The world of training has changed so much with technology.

You need to make sure you are protecting your IP, your copyright, and access to your delegates and clients and your reputation. Then there’s social media.


You’re busy – we get that

What will come back to haunt you a long time from now?

Trainer  Agreement is just for you

You can get straight to the sweet spot and just add in the special bits that work for you.

Not only will this help protect your business, but will help you

  • Create clarity about availability, what is to be done, and to what standard
  • Secure your client data and copyright
  • Ensure you are the master owner of all your licenses and material
  • Avoid unexpected extra charges

Not a general freelance agreement you have to wade through with lots of things that have nothing to do with the modern trainer role and ignore data protection, e-commerce and more.

Your agreements should reflect the way you train today

You are probably keen to get on with your new training project right now –  but you may want to know that we thought about where you want to be when this relationship ends.  The best time to figure all of that out is when you’re starting!

Created by a legal and HR team

We use trainers all the time (and we train).  We have added our own experience of working with trainers with more than 30 years of creating agreements and ways of working that help you grow your business without getting stuck in situations you can’t control.

Buy once use many times

If you need an additional trainer or a replacement – don’t worry.  You can re-use the same agreement again.

And if you love it so much you just want to share it with your friends or association or mastermind, ask about our affiliate scheme.

Don’t delay

It’s so easy to put it off, but it only takes a few moments to sort this out.

Then you will have

  • a great way to work with your new trainer without compromising
  • security
  • work standards
  • your brand

And if things go wrong between you, you won’t be finding your trainer is able to use your material or sell directly to your client.

Just download the contract and go through it with your new trainer. You two can have a conversation about what you need and why.

If you are not sure what it all means, just wander over to our Facebook group for a chat.