Privacy Policy

Website analytics

With your permission, this website records pages visited, traffic source and campaign tags, device and browser category, approximate city / region / country, and interactions with demo links, our embedded calendar, video, FAQs, sales deck and print controls. A random session ID connects your activity for a visit and expires after 30 minutes of inactivity.

We do not store names, email addresses, phone numbers, typed form contents, raw IP addresses, or session recordings in this analytics database. Location is approximate, not GPS. Referrers are limited to the referring domain; full URLs and calendar form contents are not retained. Please do not put personal information in campaign tags.

Analytics uses your browser’s local storage for your choice and session storage for the anonymous visit and pending events. Choose “Privacy choices” to turn analytics off at any time. Do Not Track and Global Privacy Control disable collection. Declining does not prevent use of the website.

Analytics is processed through Vercel and stored in a restricted Neon database in the United States. Events are retained for up to 90 days, with daily cleanup. The reporting dashboard requires a password and uses a separate secure session cookie for owner access. Calendly’s own privacy terms apply when you use its booking service.

1. Accountability

The Company is responsible for personal information under its control and has designated a Privacy Officer to oversee compliance. Where personal information is transferred to third-party service providers, the Company remains accountable and uses contractual safeguards to protect such information.

2. Information We Collect

We may collect and process the following categories of information:

• Caller phone numbers and contact details
• Call recordings and call metadata (date, time, duration)
• SMS message content and delivery data
• Client business and account information
• Calendar and scheduling data required for booking
• Billing and payment information processed through Stripe
• Technical usage data such as IP address and system logs

3. Call Recording

Inbound calls may be recorded for quality assurance, training, compliance, dispute resolution, and service improvement purposes.

Where required by law, callers will be notified at the beginning of the call that the call may be recorded. By continuing the call after such notice, the caller is deemed to have provided consent to recording.

4. Purpose of Collection

Information is collected for the following purposes:

• Providing intake and appointment booking services
• System monitoring, analytics, and performance improvement
• Appointment confirmations and service-related communications
• Billing, invoicing, and account administration
• Compliance with legal and regulatory requirements

5. Consent

By interacting with a Client's intake system, individuals provide meaningful consent to the collection, use, and disclosure of their information for the purposes described in this Policy.

Individuals may withdraw consent at any time, subject to legal or contractual restrictions; however, certain services may not function without required information.

Clients represent that they have obtained all necessary consents from their customers where required by law.

6. SMS and Electronic Communications

SMS messages and electronic communications may be sent for appointment confirmations and service-related notices in compliance with CASL.

Recipients may withdraw consent or opt out at any time by replying STOP.

7. Data Storage and Cross-Border Transfers

Information may be stored or processed in Canada or other jurisdictions, including the United States. When transferred outside Canada, personal information may be subject to foreign laws.

8. Safeguards

We implement reasonable administrative, technical, and physical safeguards appropriate to the sensitivity of the information to protect against unauthorized access, disclosure, alteration, or destruction.

9. Data Retention

Personal information, including call recordings, is retained only as long as necessary to fulfill the identified purposes or as required by law. Information no longer required is securely destroyed or anonymized.

10. Access and Correction

Individuals may request access to or correction of their personal information by contacting the Privacy Officer.

11. Complaints

If concerns cannot be resolved internally, individuals may contact the Office of the Privacy Commissioner of Canada or the Office of the Information and Privacy Commissioner of Alberta.

12. Policy Updates

This Privacy Policy may be updated periodically. Revised versions will be posted with an updated effective date. Continued use of services constitutes acceptance of any updates.

13. Contact Information