Corporate Wellness Services Agreement Template

What is a corporate wellness services agreement?

Workplace wellness only works when staff trust it. If employees suspect their manager will see who skipped yoga or what they said in a stress workshop, they stay away. A corporate wellness services agreement makes clear that participation is voluntary, that health information stays with the provider, and what the employer does and does not get to see.

This template records the services, schedule and location, an optional participant limit, and the practitioners and their qualifications, and states that sessions are education and group activity, not medical treatment. It commits the employer to voluntary participation with no penalty or reward and no use in employment decisions, and leaves incentive rules with the employer. It requires readiness questionnaires for physical sessions, keeps health data confidential with reporting limited to the level you choose, and covers data deletion and breaches. It sets premises and safety duties, what happens if someone is hurt in a session, no recording without consent, insurance, fees and payment terms, free cancellation hours, provider cancellations, notice to end and a liability limit.

When to use a corporate wellness services agreement

• Weekly lunchtime yoga at an office
• A monthly nutrition workshop series for a manufacturing site
• Online mindfulness sessions for a remote team
• A quarterly stress management seminar run by a wellbeing coach
• A six-week fitness programme for a company's wellness month

What you fill in

20 blanks, then the name and email of each person who signs: provider, employer.

What the corporate wellness services agreement covers

1. Services and schedule
2. Voluntary participation
3. Employee data privacy
4. Premises and safety
5. Fees and payment
6. Cancellation and rescheduling
7. Term and general

Using the corporate wellness services agreement, step by step

1 Describe the programme

Enter the services with length and content, the schedule, where sessions happen, an optional participant limit and your practitioners' qualifications.

2 Choose the reporting level

Choose whether the employer gets nothing, totals and anonymous feedback, or totals with attendee names for planning only.

3 Set fees and cancellation

Enter the fee and its basis, payment terms, the free cancellation window in hours and the notice to end.

4 Send for signature

Add the employer's coordinator, the start and optional end date and the governing law, then send it to the employer.

Tips before you send it

• Keep reporting anonymous unless there's a real need for names. Staff are more likely to join when they know the employer won't see who attends.
• If the employer offers rewards for taking part, they should check the rules on wellness incentives where they operate. The agreement leaves that with them.
• Have Participants complete a readiness questionnaire before physical sessions. The agreement requires it and keeps the answers confidential.
• Ask for the Employee Assistance Programme details so practitioners can point people to support.

Corporate wellness services agreement: frequently asked questions

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This template is a general starting point, not legal advice. Laws differ between countries and states — have a lawyer review the agreement for your situation before you rely on it. Page last reviewed 2026-10-25.