Privacy Policy

1. Introduction

Plannerly is a web-based platform that enables professionals, freelancers, and small businesses to create public service pages, manage client bookings, organize customer information, and generate invoices related to their services.

The platform may be used by a variety of service-based businesses, including creatives and independent professionals such as photographers, makeup artists, chefs, consultants, and similar service providers.

By using Plannerly, you agree to the practices described in this Privacy Policy.

2. Information We Collect

When you use Plannerly, we may collect the following information:

Account Information

• Name
• Email address
• Business or company name

Invoice & Client Data

• Invoice details
• Customer/client names
• Customer contact information
• Billing information entered by users

Technical Information

• Browser type
• Device information
• IP address
• Usage and analytics data
• Login/session information

Booking & Payment Information

• Booking dates and times
• Services selected
• Appointment history
• Transaction references
• Payment status information
• Refund and dispute records

3. How We Use Your Information

We use collected information to:

• Provide and maintain Plannerly services
• Create and manage invoices
• Authenticate user accounts
• Improve platform performance and reliability
• Send transactional emails and notifications
• Monitor usage and prevent abuse or unauthorized activity

4. Third-Party Services

Plannerly uses trusted third-party providers to operate parts of the platform, including:

• Vercel for hosting and deployment
• Supabase for database storage and authentication
• Resend for email delivery services
• PayFast for payment processing

These providers may process limited user data as necessary to provide their services.

5. Data Security

We implement reasonable technical and organizational measures to help protect your information from unauthorized access, misuse, or disclosure.

However, no online service can guarantee absolute security.

6. Data Ownership

Users retain ownership of the invoices, client information, and other content they create and store within Plannerly.

Plannerly does not claim ownership of user-generated business data.

7. Data Retention

We retain user data only for as long as necessary to:

• provide our services,
• comply with legal obligations,
• resolve disputes,
• and enforce our agreements.

Users may request account deletion by contacting support.

8. Your Rights

You may:

• Request access to your data
• Request correction of inaccurate information
• Request deletion of your account and associated data

To make a request, contact us using the details below.

9. POPIA & Applicable Laws

Plannerly aims to handle personal information responsibly and in accordance with applicable data protection laws, including the Protection of Personal Information Act (POPIA) where applicable.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will become effective once posted on this page.

Continued use of Plannerly after updates constitutes acceptance of the revised policy.

11. Contact Us

If you have questions about this Privacy Policy, please contact us at:

Email: support@plannerly.co.za