Privacy Policy

At Client Fare, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our consultation booking and payment platform. Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the application.

1. Information We Collect

1.1 Information You Provide Directly

We collect information that you voluntarily provide when using our platform, including:

For Advisors:

• Account information (name, email address, password)
• Business information (business name, bio, logo, unique URL slug)
• Consultation details (service descriptions, pricing, session duration)
• Custom form fields you create for client intake
• Calendar availability and appointment scheduling preferences
• Payment information (processed and stored by Stripe - we do not store payment card details)

For Clients (Booking Consultations):

• Contact information (name, email address, phone number)
• Responses to custom form fields created by your advisor
• Appointment booking details (date, time, consultation type)
• Payment information (processed and stored by Stripe - we do not store payment card details)

1.2 Information Collected Automatically

When you access our platform, we may automatically collect certain information about your device and usage, including:

• Device information (device type, operating system, browser type and version)
• Log data (IP address, access times, pages viewed, referring website)
• Usage patterns and interaction with features
• Cookies and similar tracking technologies (see Section 8 for details)

1.3 Information From Third-Party Services

If you choose to integrate third-party services with our platform, we may receive information from:

• Google Calendar: Calendar events, availability, and scheduling information (only if you enable calendar integration)
• Stripe: Payment transaction details, subscription status, and payout information (we do not receive or store full payment card details)
• Authentication Providers: If you sign up using third-party authentication (e.g., Google Sign-In), we may receive basic profile information

2. How We Use Your Information

We use the information we collect for the following purposes:

2.1 To Provide and Maintain Our Service

• Create and manage advisor and client accounts
• Process consultation bookings and payments
• Facilitate communication between advisors and clients
• Display branded booking pages to clients
• Synchronize calendar availability and appointments
• Send booking confirmations and reminders

2.2 To Improve and Optimize Our Service

• Analyze usage patterns to improve user experience
• Develop new features and functionality
• Monitor and analyze platform performance
• Conduct research and analytics

2.3 For Business Operations

• Process subscription payments and platform fees
• Detect and prevent fraudulent transactions
• Enforce our Terms and Conditions
• Respond to customer support requests
• Send important service updates and notifications
• Comply with legal obligations and protect our rights

2.4 For Marketing (With Your Consent)

• Send promotional emails about new features or special offers (you can opt out at any time)
• Conduct surveys to gather feedback

3. Information Sharing and Disclosure

We may share your information in the following situations:

3.1 Between Advisors and Clients

When a client books a consultation, we share the client's contact information and form responses with the advisor. Advisors are responsible for handling this information in accordance with applicable privacy laws and their own privacy practices.

3.2 With Service Providers

We share information with trusted third-party service providers who assist us in operating our platform:

• Stripe: Payment processing and subscription management
• Google: Calendar integration (only if you enable this feature)
• Email Service Providers: Sending booking confirmations, notifications, and account emails
• Cloud Hosting Providers: Storing and processing data securely
• Analytics Providers: Understanding platform usage and performance

These service providers are contractually obligated to use your information only for the purposes we specify and to maintain appropriate security measures.

3.3 For Legal Compliance

We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., court orders, subpoenas, government investigations).

3.4 Business Transfers

If Client Fare is involved in a merger, acquisition, sale of assets, or bankruptcy, your information may be transferred as part of that transaction. We will notify you via email and/or a prominent notice on our website of any change in ownership or use of your information.

3.5 With Your Consent

We may share your information for any other purpose with your consent or as otherwise disclosed at the time of collection.

4. Payment Information and Stripe

All payment processing is handled by Stripe, Inc. ("Stripe"). When you provide payment information, it is transmitted directly to Stripe and stored on their secure servers. We do not store credit card numbers, CVV codes, or other sensitive payment card details on our servers. Stripe's use of your personal information is governed by their Privacy Policy, which can be found at https://stripe.com/privacy. By using our payment services, you agree to Stripe's Terms of Service.

5. Data Security

We implement appropriate technical and organizational measures to protect the security of your personal information, including:

• Encryption of data in transit using SSL/TLS protocols
• Encryption of sensitive data at rest
• Regular security assessments and updates
• Access controls limiting who can view your information
• Secure authentication and password protection

However, please be aware that no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee absolute security. You are responsible for maintaining the security of your account credentials and should notify us immediately of any unauthorized access.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Specifically:

• Active Accounts: We retain your information while your account is active
• Deleted Accounts: After account deletion, we may retain certain information for up to 90 days for backup purposes, then permanently delete it unless required by law
• Transaction Records: Payment and booking records are retained for 7 years for tax and accounting purposes
• Legal Obligations: We may retain information longer if required by law or to resolve disputes

7. International Data Transfers

Your information may be transferred to, stored on, and processed by servers located in the United States and other countries where our service providers operate. These countries may have data protection laws that differ from those in your jurisdiction. By using our Service, you consent to the transfer of your information to countries outside of your country of residence. We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy.

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our platform and store certain information. Cookies are small data files stored on your device. We use the following types of cookies:

• Essential Cookies: Necessary for the platform to function properly (e.g., maintaining your logged-in session)
• Functional Cookies: Remember your preferences and settings
• Analytics Cookies: Help us understand how users interact with our platform
• Performance Cookies: Monitor platform performance and identify issues

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our platform. Most web browsers automatically accept cookies, but you can usually modify your browser settings to decline cookies if you prefer.

9. Your Data Rights

Depending on your location, you may have certain rights regarding your personal information. These may include:

• Right to Access: Request a copy of the personal information we hold about you
• Right to Rectification: Request correction of inaccurate or incomplete information
• Right to Erasure: Request deletion of your personal information (subject to legal retention requirements)
• Right to Restrict Processing: Request that we limit how we use your information
• Right to Data Portability: Receive your data in a structured, commonly used format
• Right to Object: Object to certain types of processing, including direct marketing
• Right to Withdraw Consent: Where we rely on consent, you can withdraw it at any time

To exercise these rights, please contact us using the information provided at the end of this policy. We will respond to your request within 30 days. Please note that we may need to verify your identity before processing your request.

9.1 California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, use, and share, and the right to request deletion of your information. We do not sell your personal information to third parties.

10. Children's Privacy

Our platform is not intended for individuals under the age of 18, and we do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under age 18 without parental consent, we will take steps to remove that information from our servers. If you believe we have collected information from a child under 18, please contact us immediately.

11. Third-Party Links

Our platform may contain links to third-party websites or services that are not operated by us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services. We strongly advise you to review the privacy policy of every site you visit.

12. Do Not Track Signals

Some browsers support "Do Not Track" (DNT) signals. Our platform does not currently respond to DNT signals because there is no industry standard for how to respond to them. We will continue to monitor developments in DNT technology and may implement it in the future.

13. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last Updated" date at the top. For significant changes, we will also send you an email notification to the address associated with your account at least 30 days before the changes take effect. You are advised to review this Privacy Policy periodically for any changes. Continued use of our Service after changes become effective constitutes acceptance of the updated Privacy Policy.

14. Contact Us

If you have any questions about this Privacy Policy, wish to exercise your data rights, or have concerns about how we handle your personal information, please contact us at:

For data protection inquiries, please include "Privacy Request" in your subject line. We will respond to all legitimate requests within 30 days.