This Agreement is made on [Date] between:

Scope of Services Goalmate Services agrees to provide motivational in-person support as described in the agreed-upon service package, which includes but is not limited to:

Physical presence to encourage completing household chores, errands, or projects.
Assistance in maintaining focus during appointments or activities.

A meet-and-greet session.
Initial goal planning followed by a 2-hour guided session to kickstart progress.

Weekly 1 two-hour session or 2 one-hour sessions, tailored to specific tasks or projects.
Consistent check-ins to keep clients on track.

Assistance with managing life responsibilities like grocery shopping, bill tracking, and appointment setting.

Flexible service for urgent tasks or sudden motivational needs (with premium rates).

Support for individuals who need a friendly, motivational presence while tackling difficult or overwhelming activities.

Excluded Services:

Goalmate will not perform tasks on behalf of the client, such as cleaning, transportation, or medical/legal advice.

Location: [Address or general area]
Date/Time of Sessions: [Details or 'As mutually agreed upon']
Duration of Sessions: [Duration details]
Meeting Points: Sessions are not limited to the client’s home. Meeting locations will vary based on the client’s needs and can include public spaces or other agreed-upon venues.

Fees: [Hourly, Package, or Subscription rate]
Payment Due: At the time of booking.
Accepted Methods: Square, Zelle, Cashapp, HSA/FSA (Health Savings Account/Flexible Spending Account) for eligible services.

Cancellation Policy:

Cancellations made less than 24 hours before the scheduled session will be charged the full session fee.
If Goalmate Services arrives at the appointment location and is unable to make contact with the client within 15 minutes using reasonable means, the session will be considered canceled without reimbursement unless the client provides proof of extenuating circumstances.
If the client resides in a location that requires paid parking, this must be communicated in advance, and parking fees may be absorbed by the client.

For clients located more than 25 miles from Salt Lake City Center, a travel fee of $1/mile will apply to cover time and travel expenses.
Travel fees will be calculated based on the round-trip distance beyond the 25-mile radius and communicated at the time of booking.

Safety and Service Conditions At Goalmate Services, safety and professionalism are our priorities:

The service provider reserves the right to refuse service at any time if the environment or conditions are deemed unsafe or inappropriate. This includes, but is not limited to, entering homes or meeting locations.
For personal safety, the service provider will utilize a tracking device during sessions. This is solely for safety purposes and will not interfere with the client’s privacy or experience.
Aggressive Behavior Clause: Any physical or verbal aggression directed at the service provider will result in the immediate termination of the session and contract. Such behavior will make the session non-refundable, and, depending on the severity, may require communication with the proper authorities.

Mandated Reporter Addendum As a mandated reporter, Goalmate Services is legally required to report any observed or disclosed abuse, neglect, or other concerning behaviors to the appropriate authorities. This is done to ensure safety and compliance with legal obligations.
Responsibilities Client Responsibilities:

Goalmate Services Responsibilities:

Arrive on time and provide the agreed-upon motivational support.
Maintain professionalism and confidentiality within the limits of mandated reporting requirements.
Ensure accurate invoicing for HSA/FSA-eligible services with the necessary details for compliance.

Liability Goalmate Services is not responsible for any personal injury, loss, or damage that occurs during or as a result of the session. The client agrees to release Goalmate Services from any claims or liabilities.
Recordkeeping and Documentation

Goalmate Services will securely maintain session notes, payment details, and client records for up to 7 years, as required for HSA/FSA financial and tax compliance.
All records will be kept confidential and handled in accordance with the privacy policy.

Termination Either party may terminate this agreement with written notice. Fees for services already provided will remain due.
Confidentiality Goalmate Services agrees to keep all client information and discussions during sessions confidential unless disclosure is required by law as part of the mandated reporting obligations.
Agreement By signing below, both parties agree to the terms outlined in this agreement.

Client Signature: ___________________________ Date: __________

Goalmate Services Representative: ___________________ Date: __________