Client Onboarding | Jordan Calder ADHD Coaching

How to complete your onboarding

Before you start, have the Coaching Agreement and Service Schedule, the Privacy Notice, and Jordan's original onboarding email available.

Complete the form. Confirm the documents and make your own Yes/No choices for Zoom recording, transcription and ChatGPT-assisted notes.
Press “Create my onboarding response”. The page checks that everything required has been answered and creates a written record.
Press “Copy response”. Your completed response is copied to your device.
Reply to Jordan's original onboarding email. Paste the copied response into the reply and press Send.

Your onboarding is not sent from this webpage. It is complete only after you reply to Jordan's original onboarding email with the generated response and press Send.

1. Your details

Full name

Email address

2. Documents

Please confirm each statement separately.

I confirm that I have read and accept the ADHD Coaching Agreement and my Service Schedule provided by Jordan Calder ADHD Coaching. I understand the fees stated in the Service Schedule and that accepting the Agreement creates an obligation to pay those fees.

I confirm that I have received and read the Jordan Calder ADHD Coaching Privacy Notice.

3. ADHD and health information

ADHD coaching may involve information you choose to share about ADHD, medication, mental health, physical health or other aspects of your wellbeing. This information can receive additional legal protection as health or special-category information.

I explicitly consent to Jordan Calder ADHD Coaching processing information about my ADHD, medication, mental health, physical health or other health information that I choose to disclose, where reasonably necessary to provide ADHD coaching and maintain appropriate coaching records.

This consent relates to information that is reasonably necessary for ADHD coaching. If you do not wish to provide this consent, do not submit this form; contact Jordan before proceeding.

4. Optional recording, transcription and ChatGPT-assisted notes

Please make a separate choice for each part of the note-taking process below. These choices are optional. You can still receive coaching if you say no, and Jordan will use another method to create appropriate coaching notes.

The usual workflow is Zoom recording → written transcript → ChatGPT draft notes → Jordan's review and final notes. Because each stage depends on the one before it, transcription requires Zoom recording, and ChatGPT-assisted notes require transcription.

1. Zoom recording

I explicitly consent to my coaching sessions being recorded using Zoom for the purpose of creating a transcript and coaching notes.

Yes — I consent to Zoom recording. No — do not record my sessions.

2. Transcription

I explicitly consent to written transcripts of my recorded coaching sessions being created and processed for the purpose of preparing coaching notes. I understand that a transcript may contain ADHD, health or other sensitive information that I discuss during coaching.

Yes — I consent to transcription. No — do not create a transcript.

3. ChatGPT-assisted coaching notes

I explicitly consent to transcripts of my coaching sessions, which may contain ADHD, health or other sensitive information, being processed using OpenAI's ChatGPT service for the purpose of producing draft coaching notes. I understand that Jordan Calder reviews the resulting notes before they become part of my coaching record.

Yes — I consent to ChatGPT-assisted notes. No — do not use ChatGPT with my transcript.

You can choose No to all three. If you choose No to Zoom recording, please also choose No to transcription and ChatGPT-assisted notes. If you choose No to transcription, please also choose No to ChatGPT-assisted notes.

5. Starting within 14 days

Is your first paid coaching session due to take place within 14 days of completing this onboarding form?

First paid session within 14 days:

Yes No

I expressly request that Jordan Calder ADHD Coaching begins providing coaching before the end of my 14-day statutory cancellation period. I understand that if I cancel after coaching has begun, I may be required to pay a reasonable and proportionate amount for coaching already supplied.

6. Create your onboarding response

When you press the button below, the page will check your answers and create the written response for you. This does not send anything to Jordan. You will copy and send the response in the final step.

I confirm that the answers above are mine and that I am submitting them voluntarily.

Final step

Send your onboarding response

Your completed onboarding record is below. Nothing has been sent yet.

Press Copy response.
Go back to Jordan's original onboarding email.
Press Reply and paste the response into the email.
Press Send. Once that email has been sent, your onboarding is complete.

Please reply from the email address you use for coaching. Jordan will keep your response with the Coaching Agreement and Service Schedule you were sent as a record of your choices.

What happens next?

Once Jordan receives your emailed onboarding response, he will confirm your acceptance and consent choices. You should expect a PayPal invoice for your agreed coaching service. Payment is due in accordance with your Service Schedule, normally no later than 24 hours before the first session of a package or 24 hours before a single session.

Questions before agreeing? Email Jordan@ouradhdwithin.com or WhatsApp +44 7481 250674.

Complete your onboarding in a few minutes.