1:1 Educational Strategy Sessions

Client Agreement and Consent

Provider: Dr James P. Manning
Business or trading name: East Anglian Psychologists Ltd
Contact email: [email protected]
Business address: St Andrew's Castle, 33 St Andrew's Street South, Bury St Edmunds, Suffolk, IP33 3PH
Website: jamespmanning.com

Please read this agreement carefully before requesting or attending an Educational Strategy Session. You should keep a copy for your records.

Submitting a request or completing this agreement does not automatically confirm that the service is available in your location or suitable for the topic you wish to discuss. An appointment is confirmed only when I have reviewed and accepted the request.

1. About this service

This agreement sets out the scope and terms of 1:1 Educational Strategy Sessions with Dr James P. Manning.

These sessions are for adults aged 18 and over who want structured support to clarify their priorities, consider practical options and turn general educational ideas into manageable next steps.

Sessions may involve:

• routines, planning and organisation;
• communication preparation;
• boundaries and self-advocacy;
• preparation for workplace, educational, healthcare or family conversations;
• reflection on environmental preferences;
• reviewing demands on time and energy;
• applying ideas from my books and educational resources; and
• identifying practical questions and possible next steps.

A formal autism diagnosis is not required to request a session. However, this service does not determine whether you or another person is autistic or has any other condition.

Parent and carer sessions

Sessions may also be requested by adults seeking support in their role as a parent or carer.

In a parent or carer session:

• the adult who books the session is the client;
• the child is not the client;
• the child will not be interviewed, observed, assessed, diagnosed, treated or clinically supervised;
• I will not provide a professional opinion about the child;
• I will not prepare a clinical, educational or behavioural plan for the child; and
• I will not provide a letter or recommendation concerning the child to a school, healthcare provider, court or other third party.

The session may help the adult organise their own observations, consider household routines and prepare questions for appropriate local professionals.

Please do not send identifying records, reports, photographs, recordings or videos relating to a child unless this has been expressly discussed and agreed in advance.

2. My professional role and the boundaries of the service

I am registered with the Health and Care Professions Council as a clinical psychologist in the United Kingdom.

During Educational Strategy Sessions, I work within a narrower educational and strategy role. I am not using this agreement to provide psychological therapy, clinical psychological assessment or treatment.

I remain subject to the professional standards that apply to me as an HCPC registrant.

Although the sessions may draw on general educational ideas informed by my professional knowledge and published work, they do not include an individual clinical formulation, diagnosis or treatment plan.

This service does not include:

• autism, ADHD or other diagnostic assessment;
• determining whether you meet diagnostic criteria;
• interpretation of screening questionnaires for diagnostic purposes;
• psychological, neuropsychological or psychometric testing;
• clinical psychological formulation;
• psychological therapy or psychotherapy;
• treatment of anxiety, depression, trauma or another mental-health or medical condition;
• trauma processing;
• medication advice;
• ongoing clinical risk assessment or crisis management;
• safeguarding investigations;
• occupational-health assessment;
• fitness-for-work opinions;
• employment, human-resources or legal advice;
• medico-legal reports;
• expert-witness work;
• reports for courts, benefit agencies, employers, schools or healthcare providers; or
• formal professional opinions or recommendations for third parties.

An administrative receipt or confirmation that a session took place may be provided. This will not contain a clinical opinion or recommendation.

This agreement creates a professional service relationship for Educational Strategy Sessions. It does not create a contract for psychological therapy, diagnosis or clinical assessment.

3. What we may work on

Depending on your goals, an Educational Strategy Session may help you to:

• clarify your priorities and identify practical next steps;
• develop routines, planning systems and ways of organising tasks;
• prepare for workplace, educational, healthcare, family or other conversations;
• explore communication preferences, boundaries and self-advocacy;
• review demands on your time and energy and consider practical changes;
• reflect on environmental preferences;
• prepare questions about possible workplace, educational or environmental adjustments;
• apply general ideas from my books, courses and educational resources;
• review strategies that you have already tried; and
• decide what you would like to do next.

We will work from your own descriptions, preferences, choices and goals.

Any models, exercises or ideas discussed are provided for educational reflection and practical planning. They are not used to diagnose you, construct a clinical formulation or treat a health condition.

You remain free to decide whether to act on an idea discussed during a session. No particular outcome is promised or guaranteed. This does not remove my responsibility to provide the agreed service with appropriate professional care.

4. Psychological therapy and other clinical services

An Educational Strategy Session cannot informally or automatically become psychological therapy.

If it appears that clinical assessment, psychological treatment or another healthcare service would be more appropriate, the Educational Strategy Session may be paused or ended. You may be encouraged to contact an appropriately qualified professional in the place where you are located.

A separate request for psychological therapy would be considered only where:

• I am legally authorised to provide it in the place where you are physically located;
• my professional indemnity or insurance covers the work;
• remote therapy appears clinically appropriate;
• I have sufficient information to assess suitability and safety; and
• appropriate local emergency and continuity-of-care arrangements are available.

Any clinical service would require a separate assessment, agreement, consent process, privacy information, record-keeping arrangements and fee agreement.

Entering this educational service does not guarantee that I will be able to offer you psychological therapy later.

5. Your location and international availability

The law and professional requirements that apply may depend on where you are physically located during a session, not only where you normally live.

Before an appointment is confirmed, you must provide:

• your country of residence;
• the country in which you will physically attend the session; and
• your state, province, territory, region or emirate, where applicable.

You may also be asked to provide or confirm your current address, a local emergency contact and information about appropriate local services.

A session can proceed only where I am satisfied that the work can be provided:

• lawfully;
• professionally;
• within the intended scope of this service; and
• with appropriate professional indemnity or insurance.

My HCPC registration applies to my professional registration in the United Kingdom. It does not represent registration, licensing or authorisation as a psychologist in another country.

Describing this service as educational does not override the law or regulatory definitions that apply where you are located.

You must notify me before attending a session from a country, state, province or territory that has not previously been approved. You may be asked to confirm your physical location at the beginning of every session.

If your location changes and I have not been able to complete the necessary checks, the session may need to be postponed or cancelled.

Providing a country through a booking form does not mean that the service has been approved for that country.

6. Sessions, technology and fees

Sessions are delivered through Zoom unless another platform has been agreed in writing.

A standard session lasts for 60 minutes.

The fee is £300 per 60-minute session, unless a different fee has been agreed in writing before booking.

Payment is due after the suitability and location review and before the appointment, unless another arrangement has been agreed in writing.

You are responsible for:

• joining from a reasonably private location;
• using a device and connection suitable for a video appointment;
• protecting the privacy of your login and meeting link;
• allowing enough time before and after the session; and
• telling me if another person is present or may be able to hear the conversation.

No other person may attend or observe the session unless this has been discussed and agreed beforehand.

Recording and transcription

Sessions will not normally be recorded.

Neither of us may:

• make an audio or video recording;
• use an automated transcription service;
• use an AI meeting assistant or note-taking tool; or
• allow another person or system to listen to the session,

unless this has been discussed and expressly agreed in writing beforehand.

Any agreed recording would require a clear purpose, separate consent, secure storage arrangements and an agreed deletion date.

Technology problems

If a significant technical problem on my side prevents the session from taking place or substantially reduces the available time, I will offer an appropriate continuation, replacement appointment or refund.

If the problem is caused by your equipment, internet connection or location, we will attempt a reasonable alternative where possible. The session will normally still end at the scheduled time, although I may offer another arrangement where this is fair and practicable.

7. Cancellations, rescheduling and missed sessions

Please give at least 24 hours’ notice if you need to cancel or reschedule.

Cancellation or rescheduling requests should be sent to:

[insert contact email]

A cancellation is treated as received when it reaches that account.

A session cancelled with less than 24 hours’ notice may be charged at the full fee.

A missed session may be charged at the full fee.

If you arrive late, the session will normally still end at the scheduled time.

If I need to cancel or reschedule, I will offer another appointment. Where a suitable alternative cannot be agreed, any payment made for that session will be refunded.

Packages

Where a prepaid package is offered, you will be told before purchase:

• the total price;
• the number and length of sessions;
• the date by which the sessions must be used;
• the cancellation terms; and
• the terms governing unused sessions.

Those package-specific terms will form part of this agreement. Your mandatory consumer rights are not affected.

Consumer cancellation rights

Nothing in this agreement removes any mandatory cancellation or consumer rights that apply to you.

Where UK distance-selling law gives you a 14-day cancellation period for an online service contract, further information about that right will be provided before purchase.

When you ask for a session to take place during that cancellation period, you will be asked separately to:

• expressly request that the service begins before the cancellation period ends; and
• acknowledge the possible effect on your cancellation rights once the service has begun or been fully provided.

Where legally applicable, you may be required to pay a proportionate amount for a service supplied at your express request before you cancelled.

8. Between-session contact

Between-session contact is for limited administrative purposes, including:

• arranging appointments;
• payment;
• rescheduling;
• technical issues;
• providing an agreed resource; or
• brief clarification of an agreed practical action.

I do not provide the following by email, text message or other between-session communication:

• additional Educational Strategy Sessions;
• psychological therapy;
• clinical advice;
• crisis or risk support;
• detailed review of personal material;
• clinical decision-making;
• diagnostic interpretation; or
• ongoing discussion of the session topic.

Messages are not continuously monitored, and an immediate response cannot be guaranteed.

Please do not send lengthy personal material, trauma accounts, risk information, legal documents, clinical records or sensitive information about another person unless I have expressly agreed to receive it.

If you send information outside the agreed scope, I may be unable to review or respond to it.

9. Crisis and urgent support

Educational Strategy Sessions are not an emergency, crisis or urgent mental-health service.

Do not use email, Kajabi, Zoom messages or a session-booking system to request urgent help.

If you:

• are at immediate risk;
• feel unable to keep yourself or another person safe;
• have active suicidal intent;
• require urgent mental-health assessment;
• are experiencing an acute mental-health crisis; or
• believe that a child or adult is in immediate danger,

contact the emergency or crisis services in the place where you are physically located.

In the United Kingdom, this may include:

• calling 999 in an emergency;
• attending an emergency department;
• contacting your GP;
• contacting your local NHS crisis service; or
• calling NHS 111, where appropriate.

Outside the United Kingdom, contact the equivalent local emergency, crisis or healthcare service.

This service is generally unsuitable while urgent clinical assessment, active crisis intervention or ongoing risk management is required.

If a serious concern becomes apparent during a session, I may:

• pause or end the session;
• encourage you to contact a local service;
• ask for information about your location;
• ask for local emergency-contact details; or
• take other proportionate action in accordance with my legal and professional responsibilities.

10. Confidentiality and its limits

I will normally treat the information you share as private and confidential.

Confidentiality is not absolute. Information may need to be used or shared where:

• you have given permission;
• the law requires or permits disclosure;
• there is a serious concern about your safety or another person’s safety;
• a child or adult at risk may be experiencing abuse, exploitation, neglect or serious harm;
• disclosure is reasonably necessary to prevent serious harm or protect public safety;
• a court, regulator or other legally authorised body requires information;
• information is needed to respond to a complaint, legal claim or insurance matter; or
• I need appropriate professional consultation concerning a significant ethical, safety or professional issue.

When seeking professional consultation, I will limit the information disclosed and anonymise it where reasonably practicable.

Where possible and appropriate, I will aim to discuss a proposed disclosure with you first. However, I may need to act without prior agreement where doing so is necessary or where discussing it first would create additional risk.

Any disclosure will be limited, as far as reasonably possible, to information relevant to its purpose.

11. Notes and professional records

I keep records appropriate to the Educational Strategy service.

Records may include:

• your contact and identity information;
• the location and jurisdiction checks completed;
• the reason for your request;
• suitability and scope decisions;
• attendance;
• the broad topics discussed;
• goals and practical actions;
• resources provided;
• relevant communications;
• payment and administrative information;
• professional-boundary decisions; and
• safety, safeguarding or disclosure concerns where relevant.

These are not created as psychological-therapy records. They are nevertheless professional records and may contain sensitive personal information.

Records will be:

• made as soon as reasonably practicable;
• kept securely;
• accessed only where there is an appropriate reason;
• retained for the period described in the Privacy Policy; and
• deleted or securely destroyed in accordance with the applicable retention arrangements.

Where I also provide a separate clinical service, Educational Strategy records will be identified separately from clinical treatment records where reasonably practicable.

If we later enter a separate clinical agreement, information from this service will not automatically be transferred into the clinical record. Any relevant use or transfer will be considered and discussed in accordance with applicable legal and professional requirements.

12. Data protection and privacy

To consider and provide this service, I may collect and use information including:

• your name and contact details;
• your country and physical location;
• booking and payment information;
• accessibility and communication preferences;
• information concerning autism, neurodivergence, disability or health that you choose to share;
• session records;
• communications;
• safety information; and
• information required to meet legal or professional obligations.

Information may be used for:

• responding to your request;
• assessing the scope and suitability of the proposed service;
• completing location, regulatory and insurance checks;
• delivering sessions;
• arranging appointments;
• processing payment;
• maintaining records;
• protecting safety;
• handling questions or complaints; and
• meeting legal, regulatory, insurance and professional requirements.

The service may use third-party providers, which may include:

• Zoom;
• Kajabi;
• Stripe;
• email and calendar providers;
• secure document or record-storage providers; and
• professional advisers where necessary.

The Privacy Policy explains:

• who controls your information;
• the lawful bases and special-category conditions relied upon;
• the organisations that may process information;
• whether information may be processed outside the UK;
• the safeguards used;
• retention periods;
• your data-protection rights; and
• how to raise a concern.

You can read the Privacy Policy here:

[insert direct Privacy Policy link]

Acknowledging the Privacy Policy is not the same as giving unlimited consent for every possible use of personal information. Where separate consent is legally required for a particular use, it will be requested separately.

Please avoid providing unnecessary personal information about another person.

13. Suitability and ending the service

Submitting a request does not require me to accept the work.

I may decide that an Educational Strategy Session is unsuitable where, for example:

• the requested work falls outside the stated educational scope;
• diagnosis, treatment or a clinical opinion is being sought;
• urgent mental-health or safeguarding support is required;
• appropriate remote working arrangements are unavailable;
• the service cannot lawfully or professionally be provided in your location;
• the work is not covered by appropriate insurance;
• there is a conflict of interest;
• appropriate professional boundaries cannot be maintained; or
• another service appears more suitable.

Either of us may end the work.

You may stop participating at any time. Fees already due under the cancellation terms will still apply.

I may pause or end the service where:

• the work moves beyond the agreed scope;
• there is a significant safety concern;
• your physical location changes;
• required information has not been provided;
• payment remains outstanding;
• communication becomes threatening, abusive or inappropriate; or
• continuing would conflict with a legal, professional or insurance requirement.

Where I end a prepaid service for a reason unrelated to a fee already due or a serious breach of the agreement, payment for any undelivered session will be refunded.

I may suggest that you seek help from a local healthcare professional, therapist, occupational-health provider, legal adviser or another appropriate service. Any signposting is not a guarantee that another provider will accept the referral or be available.

14. Complaints and concerns

Please raise any concern about the service as soon as reasonably possible so that I have an opportunity to respond.

Concerns or complaints should be sent to:

[email protected]

Complaints will be handled in accordance with:

Contact and Communications Policy

Using the internal complaints process does not remove any right you may have to contact an appropriate professional regulator, data-protection authority, consumer body or court.