Plannerly Privacy Policy

This policy is the privacy section of our Terms of Service, shown here on its own page so it is easy to find. How we process personal data on behalf of our customers is set out in our data processing agreement, and where your project data is stored is on security and data residency.

Plannerly commits to strong and transparent privacy practices, and your privacy is important to us, so whether you’re new to Plannerly or a long-time user, please take the time to get to know our practices. We’ve kept this simple for your understanding, but if you’re not familiar with terms like "cookies" or "IP addresses," feel free to contact us as set forth below.

Users may provide personal information such as an email address, phone number, and password to create an account. Data such as log files, device identifiers, location information, financial and transaction information, user account information, user content, partner information, service information, and other data may be collected based on your use of the Services.

For Customers that purchase a paid version of the Services, our corporate affiliates and our third-party payment processors may collect and store billing address and credit card information on our behalf, or we may do this ourselves.

Plannerly may use information collected to, and by connecting with us, sharing your email, registering for a webinar, requesting a demo or updates about the product, or using the Service, you hereby consent to such use: (i) provide, administer, and improve our Services, (ii) better understand your needs and interests, (iii) fulfill requests you may make, (iv) personalize your experience, (v) provide Service announcements, (vi) provide you with further information and offers from Plannerly, Plannerly Affiliates, and our business partners, (vii) protect, investigate, and deter against fraudulent, harmful, unauthorized, or illegal activity, and (viii) connect you with our Advocate Partners in your region and/or language territory to provide you with high-quality software and implementation support.

Plannerly uses technologies like cookies, pixel tags, and web beacons to provide, monitor, analyze, promote, and improve the Service. For example, a cookie is used to remember your username or email when you return to the Service and to improve our understanding of how you interact with the Service. You can block cookies on your web browser. However, please be aware that some features of the Service may not function properly if the ability to accept cookies is disabled.

When you visit our website, cookies and similar technologies may be used by our online data partners or vendors to associate these activities with other personal information they or others have about you, including by association with your email. We may then send communications to that email. You may opt out of these communications at any time by unsubscribing or emailing hello@plannerly.com.

You may disable or block cookies by adjusting your browser preferences at any time. However, please be aware that some features of the Service may not function properly if the ability to accept cookies is disabled. We may utilize third-party service providers to provide us with analytics services and to serve advertisements on our behalf across the Internet. These parties may utilize cookies or similar technologies to gather information about your browsing activities over time and across different websites following your use of the Service.

Although we allow you control over where you share your Content and what information is included in your Profile and take reasonable steps to maintain the security of the information associated with your account, please be aware that no security measures are perfect or impenetrable. We cannot control the actions of other users with whom you share your Content. While Plannerly implements security safeguards, customers are responsible for controlling access to their accounts and for managing how content is shared with other users.

You may, of course, decline to submit personally identifiable information through the Service, in which case Plannerly may not be able to provide certain services to you. You may update or correct your account information at any time by logging into your account. For questions or inquiries regarding the correction or deletion of your personally identifiable information on the Service, you may contact us at hello@plannerly.com.

Customer may agree to participate in reasonable marketing activities that promote the benefits of the Services to other potential customers and to the use of Customer’s name and logo on Plannerly’s website and in Plannerly promotional materials, subject to Customer’s prior review and written approval. Customer agrees that Plannerly may disclose Customer as a customer of Plannerly and publish Customer quotes that promote the use of Plannerly, subject to Customer’s prior review and written approval.