Terms & Conditions

Institute of Dental Business

Terms of business

Legal Information and Notices including but not limited to:

Credit Control Policy
Money Back Guarantee
Booking Terms
Cancellation Policy
GDPR Policy

Additional Terms and Conditions may apply should you enter into a contract agreement with The Institute of Dental Business. By using the services of the Institute of Dental Business you agree to abide by such terms and conditions.

The site and its content are delivered on an “as-is” and “as-available” basis. The Institute of Dental Business may make changes to any courses or services offered on the site, or to the applicable prices for any courses or services, at any time, without notice. The information on the site with respect to courses and services may be out of date, and the Institute of Dental Business makes no commitment to update the materials on the site with respect to such courses and services.

Our core hours of business available for your sessions

Monday 8:00-17:00

Tuesday 8:00-17:00

Wednesday 8:00-17:00

Thursday 8:00-20:00

Friday 8:00-13:00

Other times from 06:00 or other evenings until 20:00 maybe available subject to availability.

Saturdays: Maybe available for an additional 15% subject to availability

Sundays: Maybe available for an additional 25% subject to availability

Confidentiality

As your coach, mentor, and trainer I undertake to keep the contents of your sessions completely confidential to the extent permissible by law.

What to expect from a coaching session and a coaching relationship

Setting the Foundation
Meeting Ethical Guidelines and Professional Standards
Establishing the Coaching Agreement
Co-creating the Relationship
Establishing Trust and Intimacy with the Client
Coaching Presence
Communicating Effectively
Active Listening
Powerful Questioning
Direct Communication
Facilitating Learning and Results
Creating Awareness
Designing Actions
Planning and Goal Setting
Managing progress and accountability

Working in partnership

I, the client, am committed to creating a partnership with Jane Lelean, that will involve coaching, training, and mentoring. I anticipate that this partnership will support me as I clarify and realise my goals and move steadily towards living exactly the life that I want to live.

I want to work with Jane, and together, shape our partnership to best meet my needs by:

Learning about my own motivation
Noticing my values and what is important to me
Co-designing & creating strategies that will support me
Refining & changing when a strategy doesn’t fit for me
Our initial call will be a fact-finding intake session, our final session will be a reflective completion call, at points throughout the year there will be sessions for reflection, progress evaluation and goal setting.

I give Jane permission to:

Challenge me with powerful questions
Create awareness
Request that I take action
Hold me accountable for actions that I commit to

Coaching agreement

I, the client, am committed to creating a coaching alliance with Jane Lelean that will support me in defining and reaching my goals so I can live the life I want to live. Jane will hold all the content of our sessions confidential within the limits of the law.

I agree to an initial intake session and further sessions as agreed in our schedule to be conducted by telephone, or at Jane’s offices or by other vehicle as mutally agreed.

I agree to work with Jane to shape the coaching relationship to best meet my needs by:

Learning about my own motivation.
Letting Jane know what does and doesn’t work for me
Making requests (not demands) and co-designing strategies that work for me
Refining and changing when a strategy does not fit for me

I give Jane permission to:

Challenge me with powerful questions
Request I take action
Hold me accountable for the actions I commit to

I agree to the following:

I will reschedule any appointment with two full business days notice
If I miss a call with short or no notice, the time will be lost
If I am late for a session , my time will be shortened accordingly
The final call at the conclusion of our coaching alliance will be a reflective completion call

Our code of practice – C.O.A.C.H

Institute of Dental Business is committed to providing and continually improving our standard of coaching, training, and mentoring to all of our existing and prospective clients.

We believe the route to having a Healthy and Wealthy business is not just about delivering excellent products and services it is about relationships, trust, respect, and how we behave with each other.

We have developed a code of practice, C.O.A.C.H, that we all use as a foundational framework for our working partnership.

C Courtsey Do as you would be done by.

Showing consideration, respect, politeness, and appreciation.

We will not tolerate rudeness, physical or verbal violence, intimidation, threats, or discrimination.

O Openess Openess in our communication and documentation.

Seeking clarification and providing answers when needed.

A Active Being respectfully responsive to each others wants, needs, and preferences.

Anticipating and preventing potential mistakes.

Taking responsibility, apologising, putting things right as soon as possible.

C Commitment Being committed to the coaching and training process, in easy and

tough times.

Being committed to our working partnership.

Respecting the agreement of how we will work together.

H Honesty Being truthful in our words and actions.

Being true to our words.

Having integrity.

What you can also expect from us:

Follow the International Coach Federation (ICF) code of ethics.

To keep all the content of our sessions confidential in so-far as the law allows.
Listen to your needs and wants and prepare a coaching proposal with options that are individually tailored to suit your personal requests.
Discover, clarify, and align with what you, the client, wants to achieve.
To support you in defining and reaching your goals, to be living the life you want to live.
Encourage you in your own self-discovery.
To challenge you with powerful questions.
Elicit client-generated solutions and strategies.
Request that you take action.
Hold you, the client, responsible and accountable for the actions you commit to.
Changing a coaching strategy as you request.
To aid you in learning about your own motivation.
To hold the value of a coaching proposal valid for 30 days, after which they are subject to review and revision.
Active participation in regular professional development training.
Only actively work 1-2-1 with one practice per post code area, without your explicit consent.
Where possible all our workshops will be vCPD and compliant with the GDC eCPD.

What we expect from you:

Commit to one of our packages.
Engage with coaching as a collaberative approach to learning and success.
Co-designing an effective coaching alliance. Letting us know what does and does not work for you.
Making requests and co-designing strategies that support you.
Refining and changing the strategy if you chose to improve your learning.
Attend all workshops and tele-seminars that are part of your coaching and or training.
Taking responsibility for scheduling and attending all sessions you are entitled to.
Completion and return all the pre-coaching and practice evaluations provided that form the benchmark for your practice.
Completion of the evaluations and reviews provided.
Scheduling and attending all coaching sessions and practice visits you are entitled to.
Completion of a pre and post session action plan and implementation of all the strategies that you decide are appropriate to your growth and development in the timescale agreed.
Each month you complete a monthly practice review (BPE) and action plan and fully take the action you have committed to doing.
If you find that the programme is not suiting your requirements you advise us immediately so that we can make the necessary adjustments.
Not to pay a cancellation charge if 1-2-1 appointments are rescheduled with the minimum of two full business days notice. Less than two full business days notice the cancellation and failed to attend fee is 100% of the session allocated.
Shortening sessions if you do not attend on time.
Paying your fees, in full, on time as agreed, and paying a late payment fee in the unlikely even this does not happen.
Provide us with constructive criticism, so we can improve our service to you.
To refer us at least three other potential clients who we can help.
To provide, testimonials in either written, audio, or video format informing us how and why we have helped you that we may share with other potential clients and in our promotional material.

Institute of Dental Business company values

Honesty

We will speak the truth at all times, as far as we see it.

If we cannot help you we will let you know and refer you to someone who can.

We will agree our fees before starting and will advise you, as soon as possible, in writing should there be any revisions.

Professionalism

We will follow the code of ethics of the international coach federation.

We are committed to on-going professional development and accreditation.

We will do what it takes to get the ‘job done’.

Reliability

We will listen to your needs and wants and prepare coaching proposal with options that are individually tailored to suit your personal requests.

We will challenge you with powerful questions.

We will keep to our agreements and be there when we say we will be.

Flexibility

We will elicit client-generated solutions and strategies, changing our coaching approach as you request.

We will design coaching and training programmes specific to your needs.

We will deliver the coaching in a way most suited to you, face to face, on the telephone or via the internet.

We will design a payment plan that suits your specific needs.

Integrity

We will keep all the content of our sessions confidential in so-far as the law allows.

We will request that you take action and hold you accountable for the actions you commit to.

We will operate an honest fee structure, providing you details of your investment prior to commencement and at any time you request.

Client focused

We will discover, clarify, and align with what, you, the client wants to achieve.

We will support you in defining and reaching your goals, to be living the life you want to live.

We will encourage you in your own self-discovery and aid you in learning about your own motivation.

Fairness

We will be fair to you, your team, our team, our business, suppliers, and ourselves. This will be reflected in our pricing structure, our hours of business, and our terms of service.

The Blueprint for a Better Practice and Rapid Reboot

100% Double your investment guarantee

Or we will give you your money back

We are so confident that our method works and that you will get a massive return on your investment. Because you have made a commitment to us we will make a commitment to you, if you complete any of our 12-month programmes in full, and you do not increase your income by at least double what you have invested with us, we will give you your money back. This is our 100% money back guarantee.

What we mean by complete our programme in full:

You return pre-coaching questionnaire completed in full ahead of your initial session.
You attend all workshops, webinars, and tele-seminars included in your package within the twelve-month period.
You schedule and attend all coaching sessions and practice visits you are entitled to within the twelve-month period.
Ahead of each session you complete a coaching session refection and planning form and send it to your coach a minimum of 2 business days ahead of each session.
You complete a coaching session summary form and action plan and return it to your coach with 48 hours of each session
You action all the strategies that you chose, we suggest, or those we co-design, within the agreed time frame.
You complete and return a monthly Brilliant Practice Evaluation (BPE) and send the collated results for you and your team to your coach by the 14^th of each month.
You complete in full your quarterly review and reflection, and return it fully completed with the outcomes you are committed to achieving in the next quarter.
As soon as you identify, any obstacle or lack of resources that has the potential to impede your success, you seek immediate advice, support, coaching or further training from Jane and the Institute of Dental Business to support you in achieving your targets.
Your fees are paid on time, either in advance or by noon on the specified payment date.
If you find that the programme is not suiting your needs, in style or content, you advise Jane immediately so that she can make the necessary adjustments.

Patient Centred Sales – BEST CHOICES

100% Double your investment guarantee

Or we will give you your money back

Double your investment within 90 days or your money back

We are so confident that our BEST CHOICES method works and that you will get a massive return on your investment. Because you have made a commitment to us we will make a commitment to you, if you complete Patient Centred Sales – BEST CHOICES and do not double your investment within 90 days, we will give you your money back. This is our 100% money back guarantee.

This guarantee remains valid providing the following conditions apply:

Your fees have been paid in full ahead of the training and on time.
You complete pre-course questionnaire and submit it to Jane@IODB.co.uk a minimum of seven days before the event
You complete and submit a monthly post course summary tracking the practice progress, for three months.to Jane@IODB.co.uk
You can show that the BEST CHOICES approach has been used for patient contact, and every examination that has undertaken since the workshop.
As soon as you identify, any obstacle or lack of resources that has the potential to impede your success, you seek immediate advice, support, coaching or further training from Jane and the Institute of Dental Business to support you in achieving your targets.
There is not any significant reduction in your working hours.

In-house and off-site workshop booking terms and cancellation policy

For bespoke practice in-house or off-site coaching, training, and mentoring sessions.

Confirmation of booking

The booking will be confirmed on receipt of full receipt of payment. This may be made by cheque, credit card, or BACS transfer. This should be made a minimum of 30 days in advance of the event.

Cancellation policy

Cancellations should be made in writing and sent to Jane@IODB.co.uk

Should you cancel the event; the following percentages of the total fees will be refunded, after costs incurred for travel, accommodation, workbooks etc, have been made.

If cancellation occurs 12 or more weeks prior to the event, 100% of the fees will be refunded
If cancellation occurs 8-12 weeks prior to the event, 75% of the fees will be refunded
If cancellation occurs 6-8 weeks prior to the event, 50% of the fees will be refunded
If cancellation occurs 4-6 weeks prior to the event, 25% of the fees will be refunded
If cancellation occurs 0-4 weeks prior to the event, 0% of the fees will be refunded

A full refund will be made if the day can be rebooked for the same date(s) at a similar fee.

When calculating the above periods, the actual day(s) of the event will not be taken into account.

Travel and Subsistence

For full day sessions, (6 hours) mileage will be charged at the rate of £0.55 /mile excluding VAT, as calculated by Google maps. Flights and trains etc will be charged at the operator’s rates on booking.
For sessions of less than 6 hours in length travel time will be charged instead of mileage at a rate of £100/hour excluding VAT.
Venues greater than 50 miles away from HP18 0SZ as indicated by Google maps will be subject to one-night accommodation per training day, maximum fee £125.00 per night.
Travel and subsistence will be invoiced after the event and should be paid within 7 days.

Off-site Training

Experience shows that practice training is far more effective when delivered off site away from the practice. Should you prefer the training be delivered ‘off site’ this will be the responsibility of the practice to organise and fund. Travel and subsistence will be charged as if the coaching/training was provided on site at your practice.

Concerned about cancelling patients?

Ask about our weekend availability

Saturdays are available for an additional 15%

Sundays are available for an additional 25%

Open workshops practice training sessions booking conditions

For open workshops booked via Eventbrite or other on-line booking platforms.

Confirmation of Booking

The booking will be confirmed on receipt of full receipt of payment. This is made when booking on- line.

With on-line bookings you have a 14-day ‘cooling off’ period, during which time you have the right to cancel under distance selling regulations.

Cancellation policy

Beyond the 14-day period, request to cancel should be submitted in writing by email to Jane@IODB.co.uk

Should you cancel the event; the following percentages of the total fees will be refunded, after the deduction of administration costs and costs incurred though third parties used in the booking process, such as, and not limited to, PayPal, Eventbrite etc.

If cancellation occurs 12 or more weeks prior to the event, 100% of the fees will be refunded.
If cancellation occurs 8-12 weeks prior to the event, 75% of the fees will be refunded
If cancellation occurs 6-8 weeks prior to the event, 50% of the fees will be refunded
If cancellation occurs 4-6 weeks prior to the event, 25% of the fees will be refunded
If cancellation occurs 0-4 weeks prior to the event, 0% of the fees will be refunded

Each ticket cancelled or changed is subject to an administration charge of £35.00 per person

When calculating the above periods, the actual day(s) of the event will not be taken into account.

Open workshops require a minimum number of delegates to run. If minimum numbers are not met, the course will be subject to cancellation, no less than 10 full working days ahead of the workshop date. In such circumstances you will have the option of either receiving a refund or being transferred onto an alternative programme and your credit applied to the new course. Not all open courses have the same delegate ticket price, in some circumstances transferring to an alternative course will be subject to a refund or will require an additional fee. In such circumstances no transfer fee will apply.

Working Together Effectively – Other questions

If you have any questions or wish to make changes to your package, such as and not limited to, reschedule calls, defer coaching, renegotiating payment plan, please in the first instance e mail admin-finance@IODB.co.uk who will do the best they can to resolve your questions.
Unless otherwise agreed the time period for which coaching packages are available to be used are:
- 3 sessions – 6 weeks
- 6 Sessions – 12 weeks
- 12 Sessions – 24 weeks
- 24 sessions – 52 weeks Times are measured from the initial payment date. Coaching sessions outstanding after these time scales are considered expired and no longer available to book.
Coaching sessions included within The Blueprint for a Better Practice, whether 12 or 24 sessions, are available to be used for 52 weeks from the initial payment date, after which they are considered expired.
It remains the clients’ responsibility to schedule coaching sessions within the stated time frames.
The Blueprint for a Better Practice is a 12-month coaching / training programme. The 12 months duration starts from the date the initial payment is made.
Payments should be made on or before midday on the 1^st of the month, via BACS transfer unless agreed otherwise.
Late payments are immediately subject to a late payment fee of £35.00.
If you are making payments from an overseas, account you are liable for any and all charges made by your bank and ours, these deductions could be and are not limited to transfer fees, exchange rates etc.
To qualify for discounted fees for advance payment, the initial payment must have been paid and cleared funds by noon on the agreed date and no later than 10 full working days ahead of your first session/training event.
If you have chosen an advance payment plan, and payment is received more than 3 days later than the agreed date, any discounts will be revoked, and a non-discounted price will be payable.
If you have chosen an advance payment plan, of two instalments, and payment the second payment is received more than 3 days later than the agreed date, any discounts relating to the second payments will be revoked, and a non-discounted price will be payable.
Your pre-coaching intake pack will be sent once initial payment has been received.
If, once the pre-coaching intake pack and /or the client agreement form has been sent, should you choose not to continue with coaching before the first session has been completed, a refund will be provided with a deduction that is equal to the fees associated with a half day (3-hour) session held at our offices.
All sessions booked are provisional until payment and cleared funds have been received. Provisional bookings will be held for a maximum of 10 days. If after 10 days, payment has not been received, they will be removed from our booking schedule.
Estimates are valid for 30 days after issue, unless otherwise specified, after which time they are subject to review and revision.
If you are unable to complete your monthly coaching sessions within the, agreed, period, they may, in exceptional circumstances, be rolled over to the future when you can use them within an additional 6-month period. If you are unable to complete your sessions within the 6-month time extension, your sessions will be lost.
Written notice and request to roll sessions on into the additional 6-month period is required, with a minimum of 30 days from the scheduled end of your scheduled coaching programme. In circumstances when 30 days written request for a 6-month time extension is not received, permission to roll sessions over will not be granted.
If you are unable to complete your coaching sessions within the agreed time scales, due to exceptional circumstances such as severe illness or death of a spouse or child etc, and you have continued to pay monthly fees creating a credit balance, your credit balance may be redeemed against future coaching or training to be provided within six months of your final payment. No cash refund will be provided. A written notice, to request that the credit balance may be redeemed against alternative products or services will need to be made within 30 days from the final payment.
Coaching sessions (not in-house training) are provided via telephone, or face to face in our offices. If you request a face- to-face meeting at another venue the session it will be subject to additional fees for travel time, travel expenses including mileage and journeys over 50 miles may be subject to subsistence and overnight accommodation.
Travel times and mileage will be calculated by Google maps.
For off-site sessions, of one day / 6 hours or more in length, travel will be charged at £0.55/mile excluding VAT.
For off-site sessions, of less than 6 hours in length, mileage will be charged at £100/hour for time spent travelling.
If you wish to schedule a coaching session, in-house workshop or other event outside our normal working hours, Saturdays, Sundays, and bank holidays, may be available, with a supplementary fee. Saturdays: additional 15% subject to availability, Sundays and Bank Holidays: additional 25% subject to availability
In the unlikely circumstances that you choose to cancel your coaching or training programme partway through the agreed time-period, provided your account is not in debit, two calendar month’s written notice is required. During this notice period invoices will be raised and fees are payable as per your original agreement and you are entitled to continue your coaching and training as agreed.
In the unlikely circumstances that you choose to cancel your coaching or training programme partway through the agreed time-period and your account is in debit, the debit must first be cleared and then two calendar month’s written notice is required to cancel your agreement. During the two months’ notice period, invoices will be raised and fees are payable as per the original agreement, and you are entitled to continue your coaching and training as agreed.
In the unlikely circumstance that you cancel part way through a programme, your account will be subject to a retrospective reconciliation of services provided and payments made. Any discounts that were applied will no longer be valid and the reconciliation will be at the non-discounted rates. The reconciliation invoice is due for payment within 7 days of issue.
In the unlikely circumstance that you cancel part way through a programme, your account will be subject to a retrospective reconciliation of services provided and payments made. If at this point your account is in credit, this credit can be used against future coaching, training, or mentoring, no cash refunds are provided. This credit will be available for you to use for 6 months, after which time it will expire.
If for any reason your account has a credit balance, any advanced payments or credits will remain on your account for 6 calendar months and can be redeemed for any of our services. Six months will extend from your final credit payment or last coaching or training session whichever is later. After 6 months, the credit will expire, and your account will be reset.
In instances where you have an agreed monthly payment plan, and you miss scheduled payments, each monthly scheduled Invoice will be managed separately in accordance with our credit control policy.
In instances where fees are unpaid, all costs relating to the collection of the debt will be added to the account. For full details of our credit control policy please email admin-finance@IODB.co.uk
In instances where fees are unpaid, interest will accrue at a daily rate set by the court this is currently 0.8%. For full details of our credit control policy please email admin-finance@IODB.co.uk
In instances where payment dates have been missed and monies are outstanding, any further services provided formally or informally for you and/or members of your team will be withheld until full settlement of fees and any additional costs incurred. Services will include, and is not limited to coaching sessions, workshops, in-house training, tele-seminars or any other services offered by Healthy and Wealthy or The Institute of Dental Business.
Coaching sessions, webinars etc. that are withdrawn because of unpaid fees are removed permanently from your schedule of services and will be unable to be used once your debt has been cleared.
For clients signed up The Blueprint for a Better Practice (BPBP) or The Rapid Reboot (RR), the 15% discount on In-house training, applies to any in-house training , excluding Patient Centred Best Choices, that are commissioned or completed within the 12-month programme. The 12 months commences from the initial payment for BPBP or RR.
For membership to The Blueprint for a Better Practice (BPBP) or The Rapid Reboot (RR), the 15% discount on in-house training. This excludes in-house delivery of Patient Centred Best Choices and applies only to bespoke in-house training.
The Blueprint for a Better Practice (BPBP) and The Rapid Reboot (RR) includes free bonus offering of services such as membership of the Practice Owners Club and follow up webinars, no financial adjustments will be made to the value of BPBP and RR packages if you are unable to attend any of the free bonuses.
In exceptional circumstances, delegates subscribed to The Blueprint for a Better Practice (BPBP), Rapid Reboot (RR) Patient Centred Sales BEST CHOICES (PCS-BC)and our other workshops, with written request and agreement, may be able ‘roll-over’ attendance of a workshop to the following event / year, if the course is running. If the course does not run within the next 12 months, this gesture of goodwill will not be extended beyond this time. 30 days written notice is required to request a roll-over ticket. All tickets being rolled over are subject to a £35.00 administration fee.
In circumstances where multiple practice sites have a shared owner(s) a registration must be obtained for each practice site that is represented* by delegate attendance at the The Blueprint for a Better Practice (BPBP), Rapid Reboot (RR), Patient Centred Sales-BEST CHOICES (PCS-BC) or any of our other workshops
If clinicians or team members work part-time at multiple sites, that you, directly or indirectly, are involved in owning or managing, each practice represented requires its own registration for The Blueprint for a Better Practice (BPBP) and Rapid Reboot (RR), Patient Centred Sales -BEST CHOICES (PCS-BC) or any of our other workshops.
If an attendee to a Blueprint for a Better Practice (BPBP) workshop, Rapid Reboot (RR), Patient Centred Sales BEST CHOICES (PCS-BC) or any other workshop, who is a clinician or other team member from your practice, is also an owner, partner, manager etc from another practice, that you own or part own or have other financial interests in, a registration is required for every practice represented*.
In circumstances where you are planning to set up a practice with shared ownership or partnership, and a practice has not yet been established, each person in the potential ownership or partnership will require an individual registration for The Blueprint for a Better Practice (BPBP) and Rapid Reboot (RR), Patient Centred Sales BEST CHOICES (PCS-BC) or any of our other workshops
Even if advance payments and pre-purchase of packages have been made, practices are responsible for notifying us of all attendees to The Blueprint for a Better Practice (BPBP), Patient Centred Sales -BEST CHOICES (PCS-BC), Rapid Reboot (RR), and other workshops/webinars though the on-line booking platform or directly with admin-finance@IODB.co.uk
Tickets booked using the online booking platform for The Blueprint for a Better Practice (BPBP), Patient Centred Sales-BEST CHOICES (PCS-BC), Rapid Reboot (RR) and other workshops are subject to our cancellation policy, indicated above.
For practices that have paid for packages in advance, who fail to register delegates or notify admin-finance@IODB.co.uk before ticket sales close or wish to make changes to delegates, attending, there will be an administration fee of £35, for each delegate name altered or each delegate added after the ticket sales closure time has been amended.
Practices or individualsattending any open workshop, as a result of a competition win or gifted place, do not have the opportunity to ‘roll over’ workshop dates.
Free, introductory, FREE CALL FRIDAY, Taster coaching sessions, or other special offers or complimentary coaching sessions are only available once per person or per practice in any 12-month period.
Free, introductory, or special offer coaching sessions will remain valid for three months from their date of issue, unless otherwise specified.
For practices who are signed up to one of our 12-month programmes, on-line webinars are free to attend for all members of the team. Each attendee should be registered, so links to CPD certificates, if being issued, can be sent.
Special offers that are made at a webinar can be redeemed once per practice in any 12-month period.
In instances where practices have shared ownership are part of a group etc, special offers from webinars may only be claimed once per partnership or group in any 12-month period.
Tickets to open workshops are non- transferable to another course.
Paid for tickets to open workshops and trainings can be transferred to another or delegate from the same practice. An administration fee of £35 per ticket will apply. A request to transfer tickets must be submitted in writing to admin-finance@IODB.co.uk
Open workshops require a minimum number of delegates to run. If minimum numbers are not met, the course will be subject to cancellation, no less than 10 full working days ahead of the workshop date. In such circumstances you will have the option of either receiving a refund or being transferred onto an alternative programme and your credit applied to the new course. Not all open courses have the same delegate ticket price, in some circumstances transferring to an alternative course will be subject to a refund or will require an additional fee. In such circumstances no transfer fee will apply.
Rarely, the dates of workshops, webinars and training sessions may need to be adjusted, in such instances, we will give you a minimum of 10 working days’ notice.
If you request and are entitled to refund, and your original payment was made through a third party e.g. PayPal, Stripe, or any other platform your refund will include deductions to the value of those made to by the third party for the processing of the collection of the initial payment and the refund.
Should you agree to a monthly payment plan, you can make additional payments to clear your account fully or partially, there are no charges for this.
Should you agree to a monthly payment plan, and you have made additional deposits to clear your account early, the payment value and frequency remain in place as originally agreed until your full payment has been made.
Should you agree any payment plan, that includes scheduled payment of fees, including and not limited to: 50% instalment in advance or monthly payment plan and wish to revise the length of term or value of monthly instalment, please contact admin-finance@IODB.co.uk to discuss the possibility of revised terms. Unless or until revised payment terms have been agreed and documented, the initial payment plan should be honoured, invoices will be raised as originally agreed. Outstanding fees will remain subject to our credit control policy.
Should you agree any payment plan, that includes a scheduled payment of fees, including and not limited to: 50% instalment in advance or monthly payment plan and stop/miss payments without discussion, until there is a revised written agreement with the Institute of Dental Business or one of their representatives, invoices will continue to be raised as per the original agreement, and our credit control policy will be followed to collect unpaid invoices.
Should you agree any payment plan, that includes a scheduled payment of fees, including and not limited to, 50% instalment in advance, monthly payment plans, and you stop/ miss scheduled payments without discussion, and a mutually agreeable revised settlement of past and future fees cannot be agreed within 30 days of the first missed payment all remaining future invoices will be raised to the full value of the agreed plan as per your estimate. Any late payment fees, debt collection fees and interest etc which will remain payable in full. Settlement of this account will be due no later than 60 days from the due date of the first missed payment. Outstanding fees will remain subject to our credit control policy.
Should the GoCardless or other payment collection platform Increase their fees, your monthly payment will reflect any changes.
Following receipt of these terms and conditions, further communication with us for formal or informal coaching, training, workshops, mentoring, advice, or other services is deemed as acceptance of all our term and conditions.
Working with us implies that you give permission for Dr Jane Lelean, or any of our coaches to provide your contact details and details of session dates to the International Coach Federation or other professional regulator, as part of the mandatory accreditation and re-accreditation process. Content of the session will not be shared.
Our terms and conditions are subject to change. Please contact us for to ensure that you have our most up to date version of terms and conditions.
We reserve the right to change these terms at any time. Any changes that we make will become part of our agreement with you when they are posted to this site. Your continued use of our services or the site will constitute your agreement to the changes we have made.

* Nominated practice/each practice represented: IODB defines this as a single site/address at which dentistry and associated services including and not limited to: technical work, facial aesthetics, whitening etc. on a full or part-time basis.

**Business days for financial transactions are Monday – Friday 9:00-15:30 excluding bank holidays.

GDPR

I consent for Jane Lelean T/A Healthy and Wealthy and The Institute of Dental Business to hold my personal data and use it as is necessary/required in the provision of coaching, mentoring, training and other services. Yes No
I consent for Jane Lelean T/A Healthy and Wealthy and The Institute of Dental Business to hold my personal data and use it to provide me with other information that will assist me in my personal and professional development. Yes No
I consent for Jane Lelean T/A Healthy and Wealthy and The Institute of Dental Business to hold my personal data and use it to provide me with information about other services that will assist me in my personal and professional development. Yes No

I am happy to be contacted by:

Telephone Mobile Yes No
Telephone Landline Yes No
Email Yes No
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I am aware that that I can change my preferences at any time and that this will prevent me from accessing information that will be incredibly useful in my personal and professional development. Yes No

Unless explicitly stated otherwise and confirmed in writing, all rights including those in copyright in the content of any physical or digital, workbook, document video, or audio file issued in relation to the delivery of or marketing of coaching, mentoring, or training services with Dr Jane Lelean or The Institute of Dental Business are owned by or controlled for these purposes by The Institute of Dental Business.

You may use the information and materials provide by Jane Lelean and the Institute of Dental Business, only for your own personal use.

Except when expressly permitted, with written consent from Jane Lelean, under copyright law or terms of use of The Institute of Dental Business, you may not reproduce, republish, change, modify, delete, display, share, broadcast, transmit, download, adapt, copy, distribute, or use in the delivery training, coaching, or mentoring, for monetary gain or otherwise any information our handbooks contain. By attending coaching, training or mentoring session with Jane Lelean or The Institute of Dental Business, you are agreeing to abide by all copyright notices and other restrictions.

If you think someone such as a team member, colleague or friend, would value or benefit from information shared by Jane Lelean and the Institute of Dental Business, rather than sharing Jane’s content yourself, you agree to refer them to Jane so they can access her services and information directly and for themselves.

The information made available through worksheets, handbooks etc. cannot replace or substitute face-to-face coaching, mentoring, or training services of experts in the field. You should always seek professional advice, in relation to your specific situation, from a trained qualified professional. In the fields of finances, health, tax, employment law, and other legal matters. The author of our handbooks is not liable for any direct, indirect, consequential, special exemplary, or other damages that may result, including and not limited to, economic loss, injury, illness, or death. You are responsible and accountable for all your decisions, actions, and the results they create. You agree not to attempt to hold us liable for any such decisions, actions, or results at any time or any circumstance.

The Institute of Dental Business Credit Control Policy

The terms of service you have agreed to when working with us inludes;

Paying for all fees on time when requested and agreed.
If any fees are late or remain unpaid they will be subject to our credit control policy, and that additional fees will be added, associtated with and not limited to sending accounts/reminders, referal to the small claims court or debt collection services and that you are liable for payment of these fees.

This document provides you with further information about our credit control policy.

Your invoice is considered late as soon as it it not paid in accordance with the terms agreed and outstanding on the date that payment was due. Except in exceptional circmstances payments should be made before 12:00 midday on the 1^st of the month.

In instances where fees are unpaid, interest will accrue at a daily rate set by the court, this is currently 0.8%.

There are five stages to our credit control process

Invoice as normal
Credit hold
Chase
Final notice
Legal action

Invoice as Normal

Unless otherwise specifically agreed, invoices are raised on the 1^stof each month and due for payment on or before noon of 1^st of the month, payable by BACS transfer. If there are variances to these stardard terms this will have been specified in your personal terms of business. If payment is not received on time, an initial late payment fee of £35 will be added to your account.

Credit Hold

If an invoice remains unpaid, credit will be stopped and any coaching, training, mentoring, or other services that we offer will be withdrawn until the account has been cleared in full.

Chase

If your invoice remains unpaid for 30 days we will start to chase the unpaid fees. This process will consist of two monthly invitations to pay outstanding sums, these invitations will be sent as either an email or letter. When each invitation to pay is sent, a further £35 administration fee will be added to your account.

Final Reminder

If, after two invitations to pay, the account remains outstanding you will receive a final notice advising you that the next stage is legal action. An additional £35 administration fee will be added to your account when this letter/email is sent.

Legal Action

If, after a further 7 days, your fees remain unpaid, we will forward this to either a debt collection service or small claims court to arrange collection on our behalf. An additional admistration fee of £35 will be added to you account when this letter/email is sent.

Any additional costs incurred for the use of a debt collector or small claims court will also be added to your account

Your credit rating could be affected if you have a County Court Judgement, CCJ, against you. This means it might be difficult for you to borrow money or get credit, for example from a bank or a shop.

The CCJ will appear on your credit report – this is the information that a credit reference agency provides to the company you want to borrow money from. The company will then use the information to decide whether to lend you money.

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