Legal & Compliance

Terms of Service, Privacy Policy, and SMS messaging terms for AppointmentTurn.

Effective date: [EFFECTIVE DATE]

Before publishing: replace every bracketed placeholder (e.g. [COMPANY LEGAL NAME]) and have a TCPA-aware attorney review this page. Then delete this notice. This is a template, not legal advice.

Terms of Service

Last updated: [EFFECTIVE DATE]

1. Agreement to terms

These Terms of Service ("Terms") form a binding agreement between [COMPANY LEGAL NAME] ("Company," "we," "us"), operating AppointmentTurn (the "Service"), and the individual or entity that registers for or uses the Service ("Customer," "you"). By creating an account or using the Service, you accept these Terms. If you are agreeing on behalf of an organization, you represent that you have authority to bind it.

2. The Service

The Service receives lead information from sources you connect, sends automated communications by SMS, email, or other channels, conducts automated conversations using artificial intelligence, qualifies and routes leads, and books appointments. It integrates with third-party providers including telecommunications, payment, AI, calendar, and CRM systems.

3. Eligibility and accounts

You must be at least 18 and able to form a binding contract. You agree to provide accurate registration information and are responsible for all activity under your account, including activity by agents you invite. Notify us immediately at [SUPPORT EMAIL] of unauthorized use.

4. Subscriptions, billing, and payment

5. Acceptable use

You agree not to use the Service to contact anyone who has not provided valid consent (see Section 6); for any unlawful, deceptive, or abusive purpose; to send spam or infringing content; to gain unauthorized access or circumvent security or usage limits; or to reverse engineer the Service except as permitted by law. We may suspend or terminate access for violations.

6. Your consent and messaging compliance (TCPA)

This is critical to lawful operation. The Service sends communications to your leads on your behalf and at your direction. You represent, warrant, and agree that:

You acknowledge that you, not the Company, are the party initiating communications to your leads and bear primary responsibility for consent and contact-law compliance. We provide compliance tooling (opt-in gating, opt-out handling, quiet-hours controls) but do not assume your legal obligations.

7. Artificial intelligence and automated communications

The Service uses AI to generate communications and extract information. AI output may contain errors and does not constitute legal, financial, real estate, lending, or other professional advice. You are responsible for configuring guardrails, supervising communications sent on your behalf, and determining and meeting any disclosure obligations applicable to automated or AI communications in your jurisdiction.

8. Data and intellectual property

As between us, you own your data and grant us a license to host, process, and transmit it solely to provide the Service and as described in the Privacy Policy. We own all rights in the Service. Feedback you provide may be used without restriction.

9. Disclaimers

10. Limitation of liability

11. Indemnification

You will defend, indemnify, and hold harmless the Company from claims, damages, liabilities, penalties, and expenses (including reasonable attorneys' fees) arising from your use of the Service, your data, your communications with leads, your breach of these Terms, or your violation of any law — including the TCPA, CAN-SPAM, and state telemarketing laws — including claims arising from your failure to obtain or maintain valid consent for any lead contacted through the Service.

12. Term and termination

We may suspend or terminate access if you breach these Terms, create legal risk, or fail to pay. You may cancel at any time. Sections that by their nature should survive (including 6, 8, 9, 10, 11, 13) survive termination.

13. Governing law and disputes

These Terms are governed by the laws of the State of [STATE / JURISDICTION], without regard to conflict-of-laws principles. [Insert dispute-resolution mechanism chosen with counsel — e.g., exclusive jurisdiction of courts in [COUNTY, STATE], or binding arbitration with class-action waiver.]

14. Changes and contact

We may modify the Service or these Terms and will provide notice of material changes. Questions: [CONTACT EMAIL], [COMPANY LEGAL NAME], [MAILING ADDRESS].

Privacy Policy

Last updated: [EFFECTIVE DATE]

1. Who we are and our role

We provide software that real estate professionals ("Customers") use to respond to and qualify their leads. We process Customer information (about the businesses and people who subscribe) as a controller, and Lead information (about individuals whose details Customers submit so we can contact them) generally as a service provider/processor on the Customer's behalf. Leads with questions about how a specific business uses their information should contact that business directly.

2. Information we collect

3. How we use information

To provide, operate, secure, and improve the Service; send and receive messages and conduct qualification conversations on Customers' behalf; process payments; provide support; prevent fraud and abuse; and comply with legal obligations.

4. SMS and text messaging

Messages are sent to individuals who provided their mobile number and consent to one of our Customers (a real estate professional), typically by submitting a property inquiry. Message frequency varies based on your interaction. Message and data rates may apply. Reply STOP to opt out and HELP for help.

We do not sell your personal information, and we do not share mobile opt-in information, mobile phone numbers, or consent obtained for text messaging with any third party or affiliate for that third party's own marketing or promotional purposes. Mobile information is used only to deliver the messaging service and is shared only with the service providers needed to deliver those messages. No mobile opt-in data is shared with third parties for marketing under any circumstances.

5. How we share information

We do not sell personal information or share it for cross-context behavioral advertising.

6. Data retention

Indicative periods: lead contact data up to 2 years from last interaction; conversation transcripts up to 1 year; opt-in/consent records for the subscription term plus an audit period; operational logs a short period (e.g., 30 days) with identifiers minimized.

7. Your rights

Depending on where you live, you may have rights to access, correct, delete, or restrict use of your information and to opt out of certain processing (for example, under the California Consumer Privacy Act and similar laws). Contact [PRIVACY EMAIL]. Because we process lead information on behalf of Customers, we may refer lead requests to the relevant Customer. You can opt out of texts any time by replying STOP.

8. Security, cookies, children, and changes

We use encryption in transit and at rest, access controls, tenant isolation, and least-privilege permissions; no method is completely secure. Our websites may use cookies for functionality and analytics. The Service is not directed to anyone under 18. We may update this Policy and will post a new date and provide notice of material changes. Contact: [PRIVACY EMAIL].

SMS / Text Messaging Terms (A2P 10DLC)

Last updated: [EFFECTIVE DATE]