HopeNow
Coach Guidelines

Professional practice guidelines for coaches

Coaching on HopeNow is client-led, forward-looking, and distinct from counselling or therapy. These guidelines set the standards every coach is expected to uphold — on competence, ethics, safety, and commercial conduct.

Framework alignment — Informed by the ICF Code of Ethics · EMCC Global Code of Ethics · DPDP Act, 2023 · India's consumer protection and tele-consultation norms

If a client is in distress or immediate danger

Coaching is not crisis care. Stay on the call, escalate to emergency services (112) or a crisis helpline, and refer on. See section 3 for the full protocol.

Open the crisis helpline page

Section 1

Scope of practice — the coaching line

Coaching is not therapy. Know the line, name it for the client, and refer when the presentation crosses it.

Coaching on HopeNow is defined as a structured, client-led partnership that supports a client in setting goals, generating insight, and taking action. It is not treatment for a mental disorder. Coaches who blur that line — however well-intentioned — expose clients to harm and themselves to liability.

What coaching is

Do

  • Work with clients who are functioning — clear goals, present-focused or future-focused, growth- or performance-oriented.
  • Use evidence-informed coaching frameworks (GROW, solution-focused, transactional analysis for coaches, co-active, etc.) within your training.
  • Keep sessions client-led. Ask powerful questions; resist the urge to advise, diagnose, or interpret.

What coaching is not

Don't

  • Do not treat mental health conditions (depression, anxiety disorders, PTSD, eating disorders, substance use disorders, psychosis, personality disorders). Refer to a counsellor, clinical psychologist, or psychiatrist.
  • Do not diagnose, assess, or interpret psychological tests unless you are separately qualified to do so.
  • Do not offer, recommend, or comment on medication — only registered medical practitioners may.
  • Do not hold yourself out as a counsellor, therapist, psychologist, or psychiatrist if you are not qualified and registered as one.

A useful working rule: if the work is about healing from the past or managing a mental disorder, it is likely therapy. If the work is about moving towards a chosen future, it is coaching. When you are unsure, refer — HopeNow's Referrals feature makes this easy.

Accurate representation of credentials

Do

  • List training, coach-specific certifications (ICF ACC/PCC/MCC, EMCC EIA, or equivalent), and coaching hours accurately.
  • Distinguish 'life coach', 'executive coach', 'performance coach', and therapy-adjacent titles clearly.

Don't

  • Do not use titles ('Dr.', 'Psychologist', 'Therapist', 'Counsellor') that your qualification does not entitle you to.

Non-discrimination

Do

  • Treat every client with respect regardless of caste, religion, gender, gender identity, sexual orientation, ability, language, or socio-economic status.

Don't

  • Do not offer or imply any practice aimed at changing a client's sexual orientation or gender identity.
  • Do not impose personal religious, political, or moral views on clients.

Section 2

Coaching agreement & confidentiality

Every engagement starts with an explicit written agreement — scope, fees, confidentiality, and the limits of both.

The coaching agreement is your professional anchor. It says what you do, what it costs, what the client can expect, and what lies outside the engagement. A weak agreement is the single biggest source of coaching disputes.

First-session agreement checklist

Do

  • State the nature, duration, and intended outcomes of the engagement.
  • State fees, session length, cancellation window, and refund policy.
  • Describe how session notes are stored (on HopeNow) and who can access them.
  • Explicitly name the circumstances where confidentiality may be broken (see below).
  • Where a third party sponsors the engagement (e.g., an employer), define the three-way relationship and what — if anything — is reported back.
  • Obtain the client's affirmative consent and record it on the platform.

Limits of confidentiality

Do

  • Confidentiality may be broken where there is imminent risk of serious harm to the client or to another person.
  • Confidentiality may be broken where mandated by law (e.g., POCSO disclosure of child sexual abuse) or by a court order.
  • Confidentiality may be broken in the context of your coaching supervision — anonymise identifying details where possible.
  • For sponsored engagements, share only what was pre-agreed with the client and the sponsor — typically presence/absence, goals agreed, and progress headlines, never session content.

Don't

  • Do not promise 'complete' or 'absolute' confidentiality.
  • Do not report session content back to a sponsor beyond what the client has specifically consented to.

Working with minors

Do

  • Coaching with clients under 18 requires consent from a parent or legal guardian in addition to the minor's assent, and a clearly defined scope.
  • Discuss confidentiality boundaries with minor and guardian separately and agree in advance what will and will not be shared.

Recording sessions

Do

  • Record only with explicit written consent, only for a defined purpose (the client's own replay, supervision, certification), and store on HopeNow or on an encrypted device.

Don't

  • Do not record sessions covertly.
  • Do not upload session media to personal cloud accounts, social media, or messaging apps.

Section 3

Referral & client safety

Coaching is not crisis care. Know the signs that warrant referral, and what to do if a client is in acute distress during a session.

Coaches are not trained to hold clinical risk. When a coaching session reveals more than the engagement can safely hold, the professional response is to pause, name it with the client, and refer.

Signs that warrant referral out

Do

  • Persistent low mood, significant anxiety, intrusive memories, sleep disturbance, or disordered eating.
  • Any mention of self-harm, suicidal ideation, or thoughts of harming others.
  • Disclosure of trauma — past or present — that is affecting functioning.
  • Signs of substance dependence, acute grief, psychosis, or dissociation.
  • Persistent relationship violence or safeguarding concerns.

How to refer well

Do

  • Pause coaching. Reflect back what you are hearing and why a different kind of support may fit better.
  • Use HopeNow's Referrals feature to surface counsellors, clinical psychologists, or psychiatrists.
  • Offer to pause or close the coaching engagement, refund unused sessions, and — with the client's consent — brief the receiving practitioner on goals, not content.

Don't

  • Do not try to work through clinical material because 'it's come up already'. Coaching training does not equip you for this.
  • Do not discharge the client abruptly. Transition care with dignity.

If a client is in crisis during a session

Do

  • Stay on the call. Do not end until immediate risk has eased or help is on the way.
  • Confirm the client's current location, an emergency contact, and whether they can call someone to be with them.
  • Escalate to emergency services (112) and point them to AASRA (9820466726), Vandrevala Foundation (1860-2662-345), or iCall (9152987821).
  • Share the HopeNow crisis page with the client: /crisis.
  • Document what happened, what you did, and who you handed off to in your session note.
  • Debrief with your supervisor. Review whether the engagement should continue.

Emergency contact on file

Do

  • Collect an emergency contact at intake and confirm you may contact them if immediate risk arises. Confirm the client's location at the start of every session.

Section 4

Boundaries & professional conduct

Keep the coaching relationship clean — no dual relationships, no personal contact outside sessions, no exceptions.

The coaching relationship carries its own power dynamic, especially in executive and performance contexts. Boundaries protect the client's autonomy and your professional integrity.

No dual relationships

Do

  • Decline to coach close friends, family, direct subordinates, students, or business partners.
  • For executive coaching, clarify your role vis-à-vis the client's manager, HR, and any sponsor. Document reporting lines.

Don't

  • Do not enter into romantic or sexual relationships with current clients. This is an absolute prohibition.
  • Do not enter into business or financial arrangements with clients beyond the agreed fee.

Communication between sessions

Do

  • Conduct all client communication through HopeNow's secure messaging.
  • Set explicit expectations about response times and what between-session messages are for.

Don't

  • Do not give clients your personal phone number, WhatsApp, personal email, or social handles.
  • Do not accept or initiate personal social-media connections with active clients.

Gifts, favours, and endorsements

Do

  • Decline gifts of material value. Discuss anything beyond a token gesture in supervision.

Don't

  • Do not solicit, accept, or offer referral kickbacks.
  • Do not pressure clients for testimonials or reviews during active engagements.

Your own fitness to practise

Do

  • Do not coach when you are unwell, intoxicated, significantly sleep-deprived, or otherwise impaired.
  • Take planned leave and give clients reasonable notice.

Section 5

Tele-coaching standards

Online delivery has its own obligations — verification, environment, tech, and what to do when things fail.

Tele-coaching is the default on HopeNow. These standards apply to every video, phone, or chat session.

Identity and location

Do

  • Verify the client's identity at the first session.
  • Confirm the client's physical location (city and country) at the start of every session.
  • Confirm the client is an adult, or that guardian consent is on file.

Environment

Do

  • Coach from a private, quiet space with no one else in the room.
  • Ask the client to do the same; offer alternatives if they cannot.
  • Test your camera, microphone, and internet before the session.

Don't

  • Do not run sessions from cafés, shared offices, public transport, or unsecured public Wi-Fi.

Technology failure

Do

  • Agree a backup channel (typically a phone number) at the start of every session.
  • If a session is disrupted and cannot be restored, follow up the same day and arrange make-up time.

Section 6

Data protection & record keeping

Client data stays on HopeNow. The DPDP Act makes you a data fiduciary with real obligations.

India's Digital Personal Data Protection Act, 2023, treats personal information shared in coaching engagements — including goals, work context, relationships, and any health details — as personal data. Coaches are data fiduciaries.

Keep records on HopeNow

Do

  • Store session notes, intake forms, coaching agreements, and consent records inside HopeNow.
  • Use the structured Session Notes feature — encrypted, access-controlled, audit-logged.

Don't

  • Do not store client notes in personal diaries, Google Docs, WhatsApp, email, or local files on personal devices.
  • Do not share client information over personal email or messaging apps.

Minimise, purpose-limit, retain

Do

  • Collect only what you need for the engagement.
  • Retain coaching records for a minimum of three years from last contact (or longer where required by law or sponsor contract), then securely delete in line with HopeNow's retention policy.

Sponsor data

Do

  • Where a sponsor funds the engagement, any data shared with the sponsor must be limited to what the client has pre-agreed, and separately documented.

Client rights

Do

  • Respond to client requests to access, correct, or erase their data through HopeNow's data request flow.
  • Explain your note-keeping, retention period, and who can access records in your agreement.

Section 7

Supervision & professional development

Coaches who don't get supervised drift. Maintain supervision and demonstrable CPD.

Coaching looks easier than it is. Ongoing supervision and CPD are what keep a practice sharp, safe, and honest.

Coaching supervision

Do

  • Maintain regular coaching supervision — at minimum one session per month or per 15–20 client hours, whichever is more frequent.
  • Bring every stuck, complex, or ethically uncertain engagement to supervision.

Continuing professional development

Do

  • Complete at least 20 hours of CPD each year relevant to your coaching niche (for ICF-credentialled coaches, CCE hours as per ICF requirements).
  • Keep a CPD log you can produce on request.

Peer practice

Do

  • Engage with peers — peer coaching, community of practice, co-reflection. Isolation breeds drift.

Section 8

Fees & commercial conduct

Transparent pricing, on-platform payments, clean referrals, honest marketing.

Coaching is a commercial relationship. The way you handle money signals how you handle everything else.

Transparent pricing

Do

  • Publish an accurate fee on your HopeNow profile for every service.
  • Explain cancellation and refund policy in the agreement.
  • Offer pro-bono or reduced-fee slots where possible and state the criteria clearly.

Don't

  • Do not collect fees off-platform (cash, UPI to a personal account, external payment links). All fees must flow through HopeNow.
  • Do not change fees mid-engagement without clear notice and renewed consent.

Referrals and endorsements

Do

  • Refer in the client's best interest and document it.

Don't

  • Do not pay, accept, or solicit referral fees or kickbacks.
  • Do not use your coaching role to promote unrelated products, courses, or investment schemes to clients.

Marketing and claims

Do

  • Describe your training, certifications, and coaching hours accurately.
  • If you quote an outcome (e.g., a client result), be able to evidence it and have written consent to use it.

Don't

  • Do not guarantee cures, specific outcomes, income claims, or transformation timelines.
  • Do not use client names or identifying details in marketing without express written consent.

Section 9

Complaints & grievance

Clients have a right to complain. HopeNow has a process. Engage with it in good faith.

How you respond to a complaint tells HopeNow and your clients more about your practice than how you respond when things go well.

Platform complaints process

Do

  • Clients can raise a complaint from their dashboard. You will be notified and given time to respond.
  • Respond factually and without retaliation. Keep your reply on-platform.
  • Cooperate with any HopeNow investigation, including producing records and supervision notes where relevant.

Don't

  • Do not contact the client off-platform about their complaint.
  • Do not pressurise the client to withdraw a complaint or amend a review.

Outcomes and appeals

Do

  • Outcomes range from a private advisory, to required additional supervision or CPD, to temporary suspension, to removal from the platform.
  • Serious breaches may be reported by HopeNow to the relevant consumer forum, to the police where a crime is alleged, or to the coach's professional body (e.g., ICF, EMCC) where applicable.
  • You have the right to appeal an outcome through the appeals flow on your dashboard.

External routes

Do

  • Clients retain the right to complain externally — to the consumer forum, to the police, to the coach's professional body, or through their lawyer. These routes sit alongside, not in place of, the platform process.

Questions about how a guideline applies to your practice?

Start in your coaching supervision, then bring it to our practitioner support team. We'd rather talk it through early.