Policies and Services Agreement

A personal note...

Hi, I am absolutely thrilled to bring you into my inner circle of coaching and consulting clients.

My coaching & consulting practice is built on the premise that you already have the tools, the internal compass, and the ability to transform your life within you and your relationships. The coaching process is a series of powerful exercises that will remove blocks, access your inner power, remove limiting beliefs, deepen intimacy & trust, and point you in the direction of the life & relationships you are meant to have.

To bring our “best selves” into the coaching experience, it is important that we share the same understanding about how we will work together and
what is expected. Provided below are the policies and boundaries to ensure an experience of success and integrity. If you have any questions, please feel free to reach out. I look forward to our Collaboration.

XoXo, Melissa

TERMS AND CONDITIONS
Applies to all services provided by Melissa Ratliff-Sorrell, regardless of context or company.

The information below is intended to serve as your guide and structure for working with Melissa Ratliff-Sorrell in any capacity—whether through Melissa Shakti Coaching, LLC, Melissa Ratliff-Sorrell LCSW, LLC, or under the umbrella of The Center for Holistic Transformation (CHT). These Terms also apply when working with Melissa in her role as Wellness and Empowerment Coach for Heale Counseling.

By choosing to work with Melissa, you agree to the boundaries and policies outlined below. These agreements are in place to create emotional, spiritual, and professional integrity for everyone involved. As Melissa continues to evolve in her work, these policies may be updated as needed to reflect what best supports clients and honors the work being done across all contexts.

All fees for services provided under The Center for Holistic Transformation—including those rendered through Melissa Shakti Coaching, LLC and Melissa Ratliff-Sorrell LCSW, LLC—are the responsibility of the client unless otherwise noted. For clients working with Melissa through Heale Counseling, fees are covered entirely by the organization and do not require payment by the client.

Melissa’s services may include webinars, retreats, live events, individual or group coaching sessions, consultation, or mentorship. Regardless of the format or company, the following applies.

Statement of Intent
Melissa offers coaching, mentoring, and transformational support designed to challenge, uplift, and guide clients emotionally, spiritually, and psychologically. The work you do together is not clinical psychotherapy, even though Melissa holds extensive experience as a licensed therapist. Coaching is a unique alliance that supports you in removing the blocks between you and the life you desire—focusing on growth, personal goals, mindset, habits, and soul alignment.

Coaching is not a substitute for therapy or medical care. If you are in a mental or emotional state that interferes with your ability to function in daily life, it is your responsibility to seek support from a licensed mental health professional. While Melissa brings a therapeutic lens to her work, she is not functioning as your therapist unless you are specifically engaged under the clinical services of Melissa Ratliff-Sorrell, LCSW, LLC.

Clients understand and agree that they are fully responsible for their emotional and mental well-being during, after, and between sessions.

Commitment
Melissa believes deeply in the power of commitment—both hers and yours. The results you receive will often reflect what you put in, and every offering includes clearly outlined expectations regarding time, energy, and investment.

All program enrollments include a 24-hour “change of heart” grace period beginning at the time of registration. Clients who choose to withdraw within that window are eligible for a full refund, minus any applicable third-party merchant fees.

Should you wish to withdraw after the 24-hour window, you’ll need to submit a request in writing to [email protected]. Clients enrolled in 1:1 coaching are required to complete a “Healthy Closure and Completion Session” as part of the exit process to honor the container and provide closure for both parties.

Clients who withdraw before completing a program may be eligible for a pro-rated refund, minus $1000 (or half of the program’s value, whichever is less). Refunds are not guaranteed and will be considered on a case-by-case basis.

If you are enrolled in a recurring monthly program, you may cancel your participation by providing a minimum of 30 days’ notice before your next renewal date. Requests received within 30 days of renewal will be processed for the following cycle.

Clients using multi-session packages must use all sessions within six (6) months of purchase. Unused sessions after that period will be forfeited. All program and session fees are non-refundable outside of the terms stated above.

Clients who fail to remit timely payment and do not correct the issue promptly may have services paused or canceled until their account is brought current.

Scheduling
All sessions require a minimum of 24 hours’ notice to cancel or reschedule. Cancellations made within this window may be rescheduled. Sessions canceled with less than 24 hours’ notice—or missed without communication—may be forfeited.

Scheduling is available via a private booking link sent upon registration. Once your session is confirmed, you’ll receive a Zoom link (or in-person location details if applicable). Reminder emails and/or texts are sent within 24 hours of your session.

While Melissa primarily works virtually, in-person sessions may be available based on location and availability. In-person requests are not guaranteed and will be confirmed within 48 hours of the appointment.

Confidentiality
Conversations during sessions are private and confidential. Information will only be shared with your written consent—unless required by law or court order, or in cases involving mandated reporting related to risk of harm to self or others.

Melissa agrees to protect your information with the utmost care and respect.

From time to time, Melissa may share client experiences, testimonials, or images as part of her social media or promotional content. You will always be asked for consent before any identifying information, including your name or likeness, is used. Images from group events may occasionally include participants, but names or details will never be shared without your permission.

Program Materials + Access
If you are granted access to a private portal, community, or course content, please honor that access as sacred.

Only current, enrolled clients are permitted to use this material. Sharing your login or distributing content to others is prohibited and may result in immediate removal from the program.

All teaching materials, downloads, processes, and techniques used in any of Melissa’s programs or events are the intellectual property of The Center for Holistic Transformation and may not be copied, replicated, taught, or distributed without written permission.

Retreats
Melissa offers in-person retreats as part of her transformational work. Details regarding location, date, and itinerary will be shared in advance, and every effort will be made to honor the scheduled timing. However, retreat dates are subject to change with a minimum of 60 days’ notice.

Unless explicitly stated otherwise, travel costs (including airfare and lodging) are not included in the retreat or program fees. Clients are responsible for making their own travel arrangements.

Voxer + Additional Support
Some programs include access to Voxer or another approved communication platform for asynchronous support. If your program includes this benefit, you may use it to share updates, celebrations, questions, or receive encouragement.

Office hours for Voxer support are generally Monday–Friday, 10:00 AM–6:00 PM Central Time. Any messages sent outside these hours will be responded to during the next window of availability. Voxer is not intended for emergencies or urgent matters.

No Guarantees
Melissa believes in your capacity to experience deep transformation and lasting change. She holds you as whole, capable, and wise. However, she does not promise or guarantee any particular outcome. This work is a co-creative process—and you are the most important part of that process.

Melissa and The Center for Holistic Transformation do not claim to cure or treat mental, emotional, or spiritual illness. Your success depends on your willingness to show up, engage, and do the inner work.

Melissa holds clients as fully capable of reaching goals and experiencing transformation on all levels.