Privacy Policy Notice

Planist LLC (“Planist”, “we”, or “us”) recognizes the importance of privacy. We want you to feel confident using our services, and this privacy notice (“Privacy Notice” or “Notice”) is to help you understand and describe how we collect, use, and disclose your information.

This Notice describes the following:

  • What information we collect and how it is collected;
  • How we use the information;
  • With whom we may share information;
  • Legal basis for processing the information;
  • Your rights and choices;
  • Security and storage of the information;
  • Third-party websites;
  • Users outside the United States;
  • CCPA Compliance;
  • Changes to the Notice; and
  • Contacting Planist.

Throughout this document, we will use a few terms to describe various products and roles. All of the text, data, information, software, graphics, photographs and more that we and our affiliates may make available to you, plus our websites and any services, plug-ins, software, or applications (including Planist Click, Planist for Chrome, Planist for Firefox, and any Planist applications) that we may provide all together constitute the Planist “Website.” Planist “Users” are the people who have created a Planist account, and “Planist Invitees” are people who have scheduled a meeting with a Planist User but may or may not have registered with Planist. A Planist “Viewer” is a person who visits the Planist Website but may or may not be a Planist User or Planist Invitee.

Any terms defined in the Terms of Use, End User License Agreement, and Data Processing Addendum and not otherwise defined in this Privacy Notice are hereby adopted by reference in this Privacy Notice.

Educational Use

For educational service providers and schools, please see our FERPA and COPPA Privacy Policy and Notice.

Information We Collect

We collect information about you directly from you and automatically through your use of our Website. We may combine information automatically collected with other information that we have collected about you including from publicly available sources.

In order to help you protect yourself and your information, we encourage you to provide only that information that is necessary for using our Website. For example, to schedule a meeting you may only need to provide us with a name, email address, date, and time.

Planist is not directed to children under thirteen (13) years of age and we do not knowingly collect Personal Information from children under 13. If we discover that a child under 16 has provided us with Personal Information, we will promptly delete such Personal Information from our systems.

Information You Provide Voluntarily

Planist collects the following information, either directly from Planist Users, Invitees, or Viewers, or through third-parties regarding Users, Invitees, or Viewers.

  • Appointment Information. A Planist User, Invitee, or a third-party may voluntarily give us certain information. This can include names, email addresses, and phone numbers; email addresses of other people; the subject of the meeting; and any other information provided to us or as required by the Planist User upon scheduling, pursuant to the Planist Terms of Use. If you receive an invitation from a Planist User but do not wish to become a Planist User, please contact the Planist User who sent the invitation through other means to set up your meeting.

  • Calendar Information. A Planist User may connect their calendar with Planist. Our calendar integration only checks the duration and free/busy status of the events in your calendar so that we don’t book you when you’re busy. We never store who you are meeting with, their email address, the meeting title, or any other details about the appointments in your connected calendar.

  • Billing Information. If you purchase a premium version of Planist, our third-party payment processors will collect and store your billing address and credit card information. We store the last four digits of your credit card number, card type, and the expiration date.

Information Collected Automatically

Like many websites, we and our Service Providers use Cookies, web beacons, and other technologies to receive and store certain types of information when you interact with us through your computer or mobile device subject to your opt-out preferences (see Your Rights and Choices section below). Using these technologies helps us customize your experience with our Website, improve your experience, and tailor marketing messages. Here are some of the types of information we collect:

  • Log & Device data. When you use Planist, our servers automatically record information (“log data”), including information that your browser sends whenever you visit our Website. This log data may include the web address you came from or are going to, your device model, operating system, browser type, unique device identifier, IP address, mobile network carrier, and time zone or location. Whether we collect some or all of this information often depends on what type of device you’re using and its settings. For example, different types of information are available depending on whether you’re using a Mac or PC, or an iPhone or an Android phone. To learn more about what information your device makes available to us, please check the policies of your device manufacturer or software provider.

  • Cookie data. Depending on how you’re accessing our services and subject to your opt-out preferences, we may use “Cookies” (a small text file sent by your computer each time you visit our Website, unique to your Planist account or your browser) or similar technologies to record log data. When we use Cookies, we may use ‘session’ Cookies (that last until you close your browser) or ‘persistent’ Cookies (that last until you or your browser deletes them). For example, we may use Cookies to keep you logged into Planist. Some of the Cookies we use are associated with your Planist account (including personal information about you, such as the email address you gave us), and other Cookies are not.

  • Other Web Site Analytics Services. Subject to your opt-out preferences (see ‘Your Rights and Choices’ below), we use third-party Service Providers such as Google Analytics to provide certain analytics and Viewer interactions services to Planist in connection with our operation of our Website, including the collection and tracking of certain data and information regarding the characteristics and activities of visitors to Planist. You may opt-out of relevant cookies using opt-out features on their respective websites.

How We Use Your Information

We may use information that we collect about you, including Personal Data, to:

  • Provide the Planist Service. We will use your information to provide our Website to you; including facilitating scheduling; managing your account; responding to your inquiries; and for other customer service and support purposes. We use the payment information you provide to us in order to alert you of past, current, and upcoming charges, to allow us to present the billing history to you on your billing page in the Website, and to perform internal financial processes, such as looking at the status of a credit card charge. In the event of a credit card dispute, we also share account information with your bank to verify the legitimacy of a charge.

  • Understand and improve our products. We will perform research and analysis about your use of, or interest in, our products, services, or content, or products, services or content offered by others. We do this to help make our products better and to develop new products.

  • Communicate with you.
    • Service related communications. We may send you service and administrative emails to ensure the service is working properly. We will also email you regarding your calendar appointments. These messages are considered part of the service and you may not opt out of these messages.

    • Promotional. Subject to your opt-out preference, we may send you emails about new product features or other news about Planist or on topics we think would be relevant to you. You may opt out of receiving these communications at any time. Visit the ‘Your Rights and Choices’ section below. For Planist Invitees, please be assured that we do not use the email addresses that you enter to schedule a meeting with a Planist User to send any type of direct marketing.

    • Responding to your requests. We will also use your information to respond to your questions or comments.

    • Administrative. We may contact you to inform you about changes in your services, our service offering and other important service-related notices, such as changes to the Notice or about security or fraud notices.

  • Protecting Rights and Interests. We will use your information to protect our rights and interests as well as the rights and interests of our Users and any other person, as well as to enforce this Notice or our Terms of Use.

  • Legal Compliance. We may use your information to comply with applicable legal or regulatory obligations, including complying with requests from law enforcement or other governmental authorities, or in legal proceedings involving Planist.

  • Other. We also may use your information to manage our business or perform functions as otherwise described to you at the time of collection subject to your consent.

With Whom We May Share Your Information

We do not sell your information to any third parties or disclose it in exchange for money or other valuable consideration. We do not share your Personal Data with others except as indicated within this Notice, or when we inform you and give you an opportunity to opt-out of having your Personal Data shared.

We will never use Invitee data to send direct marketing via emails, SMS, physical mailings, or other similar communication channels to advertise or promote the use of our product and services or those of a third-party.

We may share information we collect about you, including Personal Data, in the following ways:

  • With third-party Service Providers, agents, contractors, or government entities.

    We use other companies, agents or contractors (“Service Providers”) to perform services on our behalf or to assist us with providing services to you:

    We may engage Service Providers to process credit card transactions or other payment methods. We may also engage Service Providers to provide services such as monitoring and developing Planist services; aiding in communications, infrastructure, and IT services; customer service; debt collection; analyzing and enhancing data. These Service Providers may have access to your personal or other information in order to provide these functions. In addition, some of the above-listed types of information that we request may be collected by third-party Service Providers on our behalf.

    We may share information with Service Providers and government entities for legal, security, and safety purposes. This includes sharing information in order to enforce policies or contracts, address security breaches, and assist in the investigation of fraud, security issues, or other concerns.

    We require Service Providers to agree to take reasonable steps to keep the Personal Data that we provide to them secure. We do not authorize them to use or disclose your Personal Data except in connection with providing their services.

  • Affiliates.

    We may disclose information to current or future affiliates or subsidiaries for research, marketing, and other purposes consistent with this Privacy Notice.

    We may share your data if we believe that disclosure is reasonably necessary to comply with a law, regulation, legal, or governmental request; to respond to a subpoena, court order, warrant, or other legal process; to enforce applicable Terms of Use or this Notice, including investigation of potential violations thereof; to protect the safety, rights, or property of the public, any person, or Planist; to detect, prevent, or otherwise address, security or technical issues, illegal, or suspected illegal activities (including fraud); or as evidence in litigation in which we are involved, as part of a judicial or regulatory proceeding.

    If you are using Planist as a paid member of an organization or using your organization’s email domain (thereby representing yourself as a member of the organization), we may share your email address and plan information with an authorized agent of your company upon request in order for them to administer the account for the company.

Your Rights and Choices

  • Account. In order to keep your Personal Data accurate and complete, you can log in to review and update your account information, including contact and billing information, via your account settings page. You may also contact us to request information about the personal data we have collected from you and to request the correction, modification or deletion of such Personal Data. We will do our best to honor your requests subject to any legal and contractual obligations. If you would like to make a request, cancel your account or request we delete or no longer use your account information to provide you our Website, contact us at [email protected] or the address set forth at the end of this Notice. Subject to applicable law, we will retain and use your account information only as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.

  • E-mail. As described above, if you do not wish to receive promotional emails from us, you may opt out at any time by following the opt-out link contained in the email itself. Please note that it may take up to ten (10) days to process your request. Please also note that if you opt out of receiving marketing communications from us, we may continue to send to you service-related emails which are not available for opt-out. If you do not wish to receive any service-related emails from us, you have the option to delete your account.

  • Cookies. You may also refrain from providing or may withdraw your consent for Cookies via your browser settings and via limited opt-out functions within Planist. Your browser’s help function should contain instructions on how to set your computer to accept all Cookies, to notify you when a Cookie is issued, or to not receive Cookies at any time. Please keep in mind that Cookies are required to authenticate Planist Users as well as perform some actions within Planist (such as to pay for an event as an Invitee via Planist), so in order to use the Website, Cookies are often required.

  • Third Party Analytics Services. Some of the services used provide the ability to opt-out.

    You may opt out of Google Analytics’ services using the Opt-Out feature on their website. The Google Analytics service is provided by Google Inc. You can opt-out from Google Analytics service from using your information by installing the Google Analytics Opt-out Browser tool: https://tools.google.com/dlpage/gaoptout.For more information on the privacy practices of Google, please visit the Google Privacy & Terms web page: https://www.google.com/policies/privacy.

    You may opt out of Clearbit’s services using their opt-out feature: https://claim.clearbit.com/claim. For more information on the privacy practices of Clearbit, please visit their privacy policy: https://clearbit.com/privacy.

  • Additional Rights. Subject to local law, you may have additional rights under the laws of your jurisdiction regarding your personal data, such as the right to complain to your local data protection authority.

Security and Storage of Information

Security and privacy are important to you and the people you meet. We adhere to two clear security and privacy principles: your data is yours, alone, and we must ensure security and privacy throughout the scheduling experience for our customers and your contacts.

Planist takes the security of your personal data very seriously. We work hard to protect the personal data that you provide from loss, misuse, and unauthorized access, or disclosure. Given the nature of communications and information processing technology, there is no guarantee that personal data will be absolutely safe from access, alteration, or destruction by a breach of any of our physical, technical, and managerial safeguards.

You should take steps to protect against unauthorized access to your device and account by, among other things, choosing a unique and complex password that nobody else knows or can easily guess and keeping your log-in and password private. We are not responsible for any lost, stolen, or compromised passwords or for any activity on your account via unauthorized password activity.

We retain the personal data we collect for so long as is reasonably necessary to fulfill the purposes for which the data was collected, to perform our contractual and legal obligations, and for any applicable statute of limitations periods for the purposes of bringing and defending claims.

Third-Party Links

Our Website may contain links to third-party websites and applications. Subject to your opt-out preferences (see Your Rights and Choices), we may also use third-party advertisers, ad networks, and other advertising, marketing, and promotional companies, to serve advertisements on our Website. Any access to and use of such linked websites and applications is not governed by this Notice but instead is governed by the privacy policies of those third parties. We do not endorse these parties, their content, or any products and services they offer, and we do not endorse these parties, their content, or any products and services they offer, and we are not responsible for the information practices of such third-party websites or applications.

Do Not Track

We do not currently recognize or respond to browser-initiated Do Not Track signals as there is no consistent industry standard for compliance.

Dispute Resolution

For any complaints that cannot be resolved with Planist directly, Planist has chosen to utilize the JAMS Privacy Shield Program in relation to such unresolved complaints (as further described in the Principles). As further explained in the Privacy Shield Framework Annex I, a binding arbitration option will also be made available to you in order to address residual complaints not resolved by any other means. Further details regarding Planist’s dispute resolution process are available in the Planist Terms of Use.

Changes to this Notice

This Notice is current as of the Effective Date set forth above. This Notice may change if there is a material change to the way information is handled at Planist, or to clarify our Notice or adjust clerical errors. If any changes are made, we’ll post them on this page, so please be sure to check back periodically. If you continue to use Planist after those changes are in effect, you agree to the revised Notice.

Contacting Us

If you have any questions or comments about this Notice, please contact us at [email protected]. For questions or comments outside of the Privacy Notice, please contact us at [email protected]

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