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2022 Group Coaching Policies & Procedures

You must submit forms before purchase to complete enrollment and registration.

Please read, fill out, and submit.

Thereafter, this is a one-time per year form submission.  If you have already submitted this form for this year for yourself and anyone else you are responsible for, you are complete.

 

Failure to submit Forms will result in losing access to the session.

 

 

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2022 Group Session Policies & Procedures

FORM SUBMISSION GUIDELINES

This form is submitted for each person listening to the session.

 

Families, or others listening together, should purchase a session for each person and submit all forms for each person.

 

This form must be submitted each year by the following:

Clients 18 and older

A Parent/Guardian of a Minor-aged Client

The Party Responsible for Payment

 

There are several variables here.  Please make sure all involved parties submit this form.

 

All Clients 18 and older who are also the Party Responsible for Payment submit this form.

 

A Parent/Guardian submits the form for a minor-aged Client.  *If the Parent/Guardian is NOT the Party Responsible for Payment, then a separate form must be submitted by both parties. 

 

Parents/Guardians submit only one form for a Minor-aged child if they are also the Party Responsible for Payment.

 

 

 

Personal Information

Your Information is never shared or sold!

 

Correct contact information is vital.  It is used here primarily for communicating about sessions:  questions, scheduling, session confirmations, and reminders.  Please include the client's contact information - 14 years old and older - to help make sure communication is open, up to date, and helping everyone arrive at sessions on time.

 

NOTE: A section is reserved for young clients' (aged 13 and younger) personal information. You may fill out one Form for your children 13 and younger that participate in coaching rather than fill out a form for each child.  Clients 14 and older must have their own Form.

 

STEPS TO COMPLETE THIS FORM

 

The intake system has some limitations, and therefore, you will see fields that need a duplicate answer.  In these cases, please write out the correct answer again, instead of "same as above" type answers.

Some fields may not apply to you, but you will need to read and answer those, too (write N/A in those.)

 

Please fill out all fields correctly to complete the form.

The Group Session Policies & Procedures Form will not register as complete unless you check all the boxes, signifying you have read and agree to all Policies & Procedures.

 

I appreciate your patience!

 

 

Question 3 of 28

Your Email:

Question 4 of 28

Your Name:

Question 5 of 28

Is the Client a Minor-aged Child?  ("Yes" or "No")

Question 6 of 28

Parent/Guardian Name if the Client is a minor:  (N/A if it doesn't apply)

Question 7 of 28

Parent/Guardian Email if the Client is a minor:  (N/A if it doesn't apply)

Question 8 of 28

Parent/Guardian Mobile Phone if the Client is a minor: (N/A if it doesn't apply)

Question 9 of 28

Personal Information for Client(s) 13 & younger.  If you have more than one child younger than 13 participating in private or group sessions, put their information on a separate line.  Fill out a separate form for all children 14 & older.

 

#1  Child's Name, Age, Date Of Birth (mm/dd/yyyy)

#2 Child's Name, Age, Date Of Birth (mm/dd/yyyy)

 

Put N/A if this doesn't apply.

Question 10 of 28

Client's Name (14 & older, put N/A if the client is younger):

Question 11 of 28

Client's Age (14 & older, N/A if the client is 13 or younger):

Question 12 of 28

Client's Date of Birth (dd/mm/yyyy) (N/A if the client is 13 or younger) :

Question 13 of 28

Client's Email (14 & older, N/A if the client is 13 or younger):

Question 14 of 28

Client's Mobile Phone (put N/A if the client is 13 or younger):

Question 15 of 28

Name(s) of Party Responsible for Payment:

Question 16 of 28

Email of Party Responsible for Payment (please list the email attached to PayPal payment.) :

Question 17 of 28

Mobile Phone of Party Responsible for Payment:

2022 Group Session Policies & Procedures

For Peggy Nazer Coaching

Question 19 of 28

All Forms Are Required Before Purchase of the First Group Session:

 

       Group Session Policies & Procedures

       Intake Forms - Release Form & Hold Harmless Form

       Group Session Questionnaire

  

Form Due Before the Registration Deadline for All Other Sessions:

 

        Group Session Questionnaire

 

(Select all that apply)
A

I understand that the Policies Form and Intake Forms are required for enrollment and are due before I purchase the first group session enrolled.

B

I understand that the Group Session Questionnaire is required before the registration deadline for Peggy to review it.

Question 20 of 28

Intake Form Submission According to Age:

 

Having the proper forms in advance enables access to the session.

 

Feedback in advance increases the quality of your sessions.

 

All documents must be submitted by all the correct parties before purchasing the Session or the system denies access to the session.

 

Here are the requirements on who submits which forms:

 

  • Clients 18 years and older and are the Party Responsible for Payment must submit all forms.
  • Clients 18 years and older must submit all forms, even if they are NOT the Party Responsible for Payment.
    • If the client is 18 years and older but is NOT the Party Responsible for Payment, then the Party Responsible for payment must also submit all forms.
  • Parent/Guardian/Party Responsible for Payment must submit all intake forms for children considered a dependent (single child age 24 or younger, or older child with special needs)
  • Parent/Guardian/Party Responsible for Payment must submit all intake forms for adult children whose service they are paying.  (ex. married child, 25 or older.)
    • Parent/Guardian submits "Policies & Procedures" & "Intake Forms" but DOES NOT include the "Questionnaire."
    • Adult child submits all forms.
  • The "Questionnaire" is an optional submission for Group Sessions and does not affect Session access.  Parents may help children submit a questionnaire.

 

(Select all that apply)
A

I understand the submission of forms by age procedure.

B

I understand that if I am a parent of a dependent child (24 and younger), I submit the Questionnaire in addition to my child's submissions

C

I understand that questionnaires for Inner Dynamics Group Coaching are an optional submission. My session access is NOT denied if I do not submit a questionnaire.

D

I understand that if I am the Party Responsible for Payment for services for my married child or my child 25 or older, then I submit all forms but do not submit a Questionnaire.

E

I understand that all clients 18 years and older submit all forms regardless of whether they are the Party Responsible for Payment or not.

Question 21 of 28

**Submitting all forms by all involved parties for group sessions is required before purchasing the group session and must be completed before the registration deadline; otherwise, access to the session portal is revoked.  

 

(Select all that apply)
A

I understand I must submit forms before purchase for all Group Session Forms.

B

I understand I must submit all forms before the registration deadline. I understand that I must submit my Questionnaire before the registration deadline for Peggy to review it.

Question 22 of 28

Session Terms & Procedure:

 

Inner Dynamics Group Coaching Sessions are available to all who purchase; however, the offers are different dependent on membership in Success Dynamics Academy.

 

  • SDA members should register for "members only" Sessions
  • Non-SDA members must register for non-SDA Sessions

 

Non-SDA members who register using a "members only" offer will be denied access to the Session and must re-purchase the correct offer.

 

Inner Dynamics Group Coaching Sessions are delivered into an online portal and are made available on a specific day and time.

 

Inner Dynamics Group Coaching Sessions are offered per person per Session.  Therefore, each person listening to the Session should have purchased the Session and submitted the proper forms.

 

EXCEPTION for Minor-Aged Siblings:  Minor-aged siblings may share a session rather than be paid for separately.  However, parents should appropriately document all children on the forms.

 

Clients have access to their purchased Session for four consecutive days after the Session is delivered.  After which, the Session is removed from the client's library. 

 

Clients may listen and review their Session through the online portal anytime during this four-day availability.

 

Recording or downloading the session is not permitted.

 

Copying, sharing, or otherwise distributing the sessions or content is not permitted.

 

(Select all that apply)
A

I understand the importance of registering for the correct Inner Dynamics Session, which depends on whether I am or am not a member of Success Dynamics Academy.

B

I understand that if I register for an "SDA members-only" Session and I am not an SDA member, my access will be revoked. I will have to re-purchase and request a refund, which will entail a minimum $10 booking fee.

C

I understand that my group session will be made available to me on a specific day and time.

D

I understand that I have four consecutive days to listen and review the session, after which time it will be no longer be available.

E

I understand that the Group Coaching Fee is per person per session, and I will not share the session with those who have not paid for it.

F

I understand and agree that I will NOT record or download the session.

Question 23 of 28

What to Expect:

 

Group sessions combine coaching, training, and Energy Psychology (EP).

 

EP is a collection of mind-body approaches for understanding and improving human functioning.

 

EP focuses on the relationship between thoughts, emotions, sensations, behaviors, and known bioenergy systems (such as meridians and the biofield).

 

It is beneficial to feel comfortable and familiar with how sessions look before attending your first session.

 

If you haven't done so already, read the answers on Peggy's FAQ page so you have a working knowledge of what she does, how she does it, the materials you need on hand, and the options available to you.  That way, we get the most out of our time together.

 

Click to go to FAQ's page: https://www.peggynazer.com/faq-s *



(Select all that apply)
A

I have read FAQ's page and understand session procedures and what to expect.

B

I understand I will benefit from having printer paper and crayons on hand before the start of all sessions.

Question 24 of 28

Cancellation Policy:

 

Sometimes people are tempted to cancel a session.  Please be very conscious that the nature of these sessions can sometimes challenge you to follow through.  Often, the times you want to cancel are the very times you need to continue forward and remove the block in your way.

 

 

  • If you cancel an Inner Dynamics Group Coaching Session before the 48-hour deadline, you receive a full refund minus a $10 booking fee.
  • If you cancel an Inner Dynamics Group Coaching Session after the 48-hour deadline but before the start of the session, you receive a full refund minus a $10 booking fee and a $10 processing fee.
  • There is no refund if you cancel after the session is available. 
  • There is no refund if you do not listen to your session during its four-day availability.
  • There is no refund for sessions you miss while on a monthly subscription. 

 

NOTE:  Cancelling a session while on a recurring subscription will cancel your subscription, not just a single session.

 

(Select all that apply)
A

I understand that if I cancel a session with at least 48 hours' notice, I will receive a refund but be charged a $10 booking fee

B

I understand that if I cancel with less than 48 hours' notice, I will receive a refund but be charged a $10 booking fee and a $10 processing fee.

C

I understand I do not receive a refund after the session begins, even if I do not get to listen during the 4-day availability.

D

I understand that I cannot selectively cancel sessions while on a recurring subscription. Canceling a session will effectively cancel the subscription.

Question 25 of 28

Completed Policies & Procedures Forms are required from Clients 18 years and older, Parents of Minor Clients, AND the Party Responsible for Payment of Services.

 

Be sure to submit separate forms where necessary so that all forms are received from all required parties; otherwise, the system denies Session access.

 

(Select all that apply)
A

I understand that this Policies & Procedures Form must be submitted by clients 18 years and older, by parents of minor clients, AND by the party responsible for payment. Failure to fill out all fields and submit these forms by all parties involved before purchasing the session will result in denied session access.

Question 26 of 28

You certify that you have read, understand, and agree to all the policies and procedures for Peggy Nazer Coaching.  Your submission of this form serves as your electronic signature.

 

(Select all that apply)
A

I certify I have read, understand, and agree to the Group Session Policies and Procedures for Peggy Nazer Coaching. I understand that submitting this form serves as my electronic signature.

Question 27 of 28

Another limitation of this form's platform is that there is no "back" button; however, after submitting this document, you will be able to see your results.  Please review all personal information to make sure it is correct and complete.  If you missed or misspelled anything, please correct it and resubmit.  Your missing or inaccurate information can result in your withdrawal from enrollment without a refund.

 

(Select all that apply)
A

I understand that all information on this form must be correct and complete.

B

I understand that missing or inaccurate information can result in my withdrawal from enrollment without a refund.

C

I understand that I can review my information on the forms after submitting them. I can resubmit corrected forms if necessary.

Question 28 of 28

Type your name as it would appear on a Signed Document.

Confirm and Submit