Privacy Policy

1. Information We Collect

We may collect the following types of information:

• Contact information: name, business name, email address, phone number, mailing or billing address, and similar details.
• Business information: website URL, services, pricing, hours, service areas, staff information, booking rules, policies, brand assets, photos, logos, and other information needed to provide services.
• Project and system information: forms, calendars, CRM settings, automations, workflows, customer lists, opt-in records, support requests, onboarding details, and configuration data.
• Communications: emails, calls, texts, chat messages, form submissions, call recordings or transcriptions if enabled, support messages, and meeting notes.
• Technical information: IP address, browser type, device type, pages visited, referral source, operating system, approximate location, analytics data, and cookie or tracking information.
• Payment information: payment status, invoices, subscription details, transaction history, and limited billing details. Full card details are handled by third-party payment processors.

2. How We Use Information

We may use information to:

• Respond to inquiries and schedule calls
• Provide websites, booking flows, CRM setup, automation, reminders, reviews, follow-up, AI-assisted tools, and support
• Build, configure, test, maintain, troubleshoot, and improve systems
• Send project updates, onboarding steps, invoices, account notices, support messages, and service-related communications
• Send marketing communications where permitted or where you have opted in
• Process payments, manage subscriptions, and collect amounts owed
• Monitor performance, diagnose technical issues, improve user experience, and maintain security
• Comply with legal obligations, enforce agreements, prevent fraud, and protect rights, property, and safety

3. SMS, Email & Phone Communications

If you provide your phone number or email address, we may contact you about your inquiry, booking, project, account, services, billing, onboarding, support, or related business matters.

If you opt in to SMS or marketing communications, you may receive recurring automated or manual text messages, calls, emails, or related communications. Message and data rates may apply. Consent is not a condition of purchase.

You may opt out of SMS messages by replying STOP. You may request help by replying HELP. You may opt out of marketing emails using the unsubscribe link or instructions in the email. Transactional or account-related communications may still be sent where permitted by law.

We do not sell, rent, or share mobile opt-in information or SMS consent data with third parties or affiliates for their own marketing or promotional purposes. We may share limited information with service providers only as needed to deliver messages, operate systems, maintain compliance, or provide requested services.

4. How We Share Information

We may share information with:

• Service providers and processors that help us operate our business and provide services, such as CRM platforms, messaging providers, email providers, hosting providers, payment processors, analytics tools, AI providers, domain providers, and support tools.
• Third-party platforms used to deliver services, such as GoHighLevel, LeadConnector, LC Phone, Twilio, Mailgun, Stripe, Square, Google, Meta, Microsoft, domain registrars, hosting providers, and related vendors.
• Contractors or team members who assist with design, development, support, setup, automation, copy, analytics, or related work.
• Legal, regulatory, or safety parties when required by law, subpoena, court order, government request, or when needed to protect rights, safety, security, or prevent fraud.
• Business transfer parties if we are involved in a merger, acquisition, restructuring, sale of assets, or similar transaction.
• Other parties with your consent or as necessary to complete a request you make.

We do not sell or rent personal information for money. We do not authorize service providers to use personal information for their own unrelated marketing purposes.

5. Cookies & Analytics

Our website may use cookies, pixels, analytics tools, and similar technologies to operate the site, remember preferences, understand website usage, measure performance, improve our services, and support marketing or remarketing where permitted.

You can control cookies through your browser settings. If a cookie banner or preference tool is provided, you may use it to manage certain tracking preferences. Disabling cookies may affect website functionality.

6. Payments

Payments may be processed by third-party payment providers such as Stripe, Square, or similar processors. We do not store full credit card numbers on our own servers. Payment processors may collect and process billing information according to their own terms and privacy policies.

7. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, loss, misuse, disclosure, or alteration.

No system is completely secure. You are responsible for protecting passwords, limiting staff access, maintaining secure devices, and notifying us promptly if you suspect unauthorized access to an Agency-managed system.

8. Data Retention

We keep information as long as reasonably necessary to provide services, operate our business, maintain records, resolve disputes, collect amounts owed, comply with legal obligations, enforce agreements, and protect our rights.

After cancellation or termination, we may retain certain records for legal, accounting, tax, compliance, security, or dispute purposes. Client data in Agency-managed systems may be deleted or anonymized after the applicable offboarding or retention period, subject to technical availability and legal requirements.

9. Your Rights & Choices

Depending on where you live and applicable law, you may have rights to request access, correction, deletion, portability, restriction, objection, or opt-out related to certain personal information.

You may also opt out of marketing communications, update your contact information, or request that we review, correct, or delete certain information, subject to legal, contractual, security, and technical limits.

To make a request, email us at [email protected]. We may need to verify your identity before completing certain requests.

10. Health-Related Data

Our services are not intended to collect protected health information, medical records, sensitive health data, legal records, financial account data, or PCI cardholder data, except through compliant third-party processors where applicable.

If your business operates in healthcare, wellness, medical, legal, financial, or another regulated field, you are responsible for notifying us before submitting regulated or sensitive data. A separate written agreement, compliance review, or Business Associate Agreement may be required before we can support certain regulated use cases.

11. Children’s Privacy

Our services are intended for business users and are not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided information to us, contact us and we will take reasonable steps to delete it where required.

12. Data Transfers

Information may be processed or stored in the United States or other jurisdictions where we or our service providers operate. By using our website or services, you understand that information may be transferred to and processed in locations outside your state, province, or country.

13. Changes & Contact

We may update this Privacy Policy from time to time by posting a revised version with a new “Last Updated” date. Updates apply prospectively unless otherwise required by law.

Questions or privacy requests can be sent to: [email protected].

Our Terms & Conditions explain the basic rules for using our website and working with us.
View Terms & Conditions