Psy Planner

Contents

1. Introduction
2. What Personal Data We Collect
3. How We Use Personal Data (Purposes and Legal Bases)
4. How and Why We Share Your Data
5. International Data Transfers
6. Data Security and Retention
7. Your Rights and How to Exercise Them
8. Changes to this Policy
9. How to Contact Us

1. Introduction

This Privacy Policy explains how Psy Planner ("we", "us", or "our") collects, uses, shares, and secures personal information, and describes the rights individuals have regarding their personal data. Psy Planner offers cloud-based practice management software for therapists, psychologists, and healthcare professionals (the "Services"). We take privacy seriously and maintain technical and organizational safeguards to protect your information.

2. What Personal Data We Collect

Psy Planner processes personal data in different roles depending on the context. We act as a controller for account and business administration data, and as a processor for customer data uploaded by clinics and practitioners.

Account Data

• Name, email address, phone number, and account credentials.
• Organization or business details.
• Billing and subscription administration details.
• Security logs used to prevent misuse and fraud.

Customer Data

• Client records and contact details.
• Demographic details, appointment history, and treatment data.
• Other information you choose to create or upload, which may include sensitive information.

Automatically Collected Data

• Usage data such as IP address, browser type, pages visited, and timestamps.
• Log data for security monitoring, troubleshooting, and reliability.
• Cookies and similar technologies to support functionality and analytics.

3. How We Use Personal Data (Purposes and Legal Bases)

Depending on the purpose, we rely on contractual necessity, legal obligations, consent, and legitimate interests (where those interests are not overridden by your rights).

• Service Provision: to deliver core features, maintain account security, and run the platform.
• Marketing and Communications: to send product updates and promotions, where permitted.
• Customer Support: to respond to inquiries and resolve technical issues.
• Analysis and Development: to understand usage patterns and improve reliability and performance.

You can opt out of non-essential marketing messages at any time. Operational communications (for example security and billing notices) may still be sent when necessary.

4. How and Why We Share Your Data

Third-party Vendors

We use trusted vendors to operate our business and deliver our Services. These vendors receive only data required for their role, and are subject to contractual and security safeguards. This may include hosting, analytics, authentication, communication, and payment providers.

A current list may be published at www.psyplanner.app/processors.

Legal Requirements

We may disclose personal data if required to comply with legal obligations, to protect life or safety, or to enforce our legal rights.

Corporate Transactions

If we are involved in a merger, acquisition, or asset sale, personal data may be transferred under appropriate safeguards.

5. International Data Transfers

Where data is transferred internationally, we apply safeguards required by applicable law (for example, contractual transfer mechanisms) and take reasonable steps to protect personal information.

6. Data Security and Retention

Security Measures

We implement technical, administrative, and physical controls to protect data against unauthorized access, alteration, disclosure, or destruction. No system is completely secure, but we follow recognized security best practices.

Retention Periods

• Account data is retained during the active account lifecycle and as required for legal, tax, and security obligations.
• Customer data is retained according to customer instructions, contractual commitments, and legal requirements.

7. Your Rights and How to Exercise Them

Depending on your location, you may have rights to access, correct, delete, restrict, object to processing, request portability, and withdraw consent where applicable.

To submit a request, contact us at team@psyplanner.app. We may request verification details to protect your privacy.

8. Changes to this Policy

We may update this policy from time to time. Updates take effect when posted, and the Last Updated date reflects the most recent revision. For material updates, we may provide notice by email, in-app message, or website banner.

9. How to Contact Us

If you have questions, concerns, or complaints about this Privacy Policy or our data practices, contact us at: