1. The Service
PlanWell provides software for service-business customer relationship management, booking, planning, communication, scheduling, documents, contracts, invoicing, payments, collaboration, reporting, and event-day operations. These Terms apply when you create an account, join a workspace or client portal, or otherwise use PlanWell.
By using PlanWell, you agree to these Terms and the Privacy Policy. If you use PlanWell for a business or organization, you confirm that you are authorized to accept these Terms for it.
2. Accounts & Access
You must provide accurate account information, protect your credentials, and promptly report suspected unauthorized access. You are responsible for activity performed through your account unless it results from PlanWell’s failure to use reasonable security measures.
Workspace owners control team roles and event access. Clients and collaborators receive access only through an authorized relationship or invitation. You may not share access in a way that bypasses those controls.
3. Workspace Responsibilities
Businesses decide what information to collect, who can access it, and how it is used. The workspace owner is responsible for obtaining appropriate permissions from clients, guests, vendors, team members, and other people whose information is added to PlanWell. Users must keep team-only information private and use client-visible controls carefully.
You remain responsible for event services, commitments, schedules, vendor relationships, client communications, tax obligations, recordkeeping, and compliance that apply to your business.
4. Subscriptions & Payments
Business access may require a paid monthly or annual PlanWell subscription. The price and renewal schedule shown at checkout apply until the subscription is changed or cancelled. Except when law requires otherwise, charges already paid cover the selected billing period and are not refundable merely because the service was not used.
Business-to-client payments are processed through the business’s separate Stripe connected account. The business is the merchant for its client transactions. Stripe collects payment credentials, performs verification, applies its fees and policies, and sends payouts to the business. PlanWell does not hold business client funds and is not a party to the business’s agreement with its client.
5. Contracts & Professional Advice
PlanWell provides drafting, template, signature, and document tools. PlanWell does not provide legal, tax, accounting, insurance, or financial advice. Sample agreement language is an operational starting point, not a substitute for advice from a qualified professional familiar with the business and its jurisdiction.
PlanWell does not review agreement language and does not determine whether it is valid, complete, enforceable, or appropriate. The business is responsible for having an attorney review the exact template and event-specific agreement it chooses to use.
6. Content & Integrations
You retain ownership of content you add to PlanWell. You authorize PlanWell and its service providers to host, process, reproduce, and transmit that content only as needed to operate, secure, support, and improve the requested service.
When you connect Stripe, Google, Microsoft, Resend, or another provider, that provider’s terms also apply. You control whether to connect or disconnect optional integrations. PlanWell is not responsible for a third-party service’s independent availability, decisions, verification requirements, or handling of information in its own systems.
7. Acceptable Use
You may not use PlanWell to break the law; infringe another person’s rights; send deceptive, abusive, or unsolicited communications; upload malicious code; probe or bypass security; access another workspace without permission; interfere with service operation; or resell access unless PlanWell agrees in writing. You may not use automated means that create unreasonable load or circumvent rate, plan, or access limits.
8. Availability & Changes
PlanWell may add, change, suspend, or retire features to improve security, reliability, or the product. We aim to provide a dependable service but do not promise uninterrupted or error-free operation. Users should maintain appropriate copies of business-critical information and verify event-day, payment, and legal records before relying on them.
To the extent permitted by law, PlanWell is provided without implied warranties beyond those that cannot legally be excluded. PlanWell is not responsible for indirect, special, incidental, or consequential losses arising from use of the service. Any liability that cannot be excluded is limited to the amount paid for PlanWell during the 12 months before the event giving rise to the claim.
9. Ending Use
You may stop using PlanWell, cancel a subscription, export eligible data, or schedule account or workspace deletion through the available controls. PlanWell may restrict or end access for nonpayment, material breach, security risk, abuse, or legal necessity. When practical, we will provide notice and an opportunity to correct the issue.
Terms concerning payments already due, content ownership, professional responsibility, disclaimers, limits of liability, and records needed for security or legal compliance continue after access ends.
Questions about these Terms can be sent through the PlanWell contact form.