Introduction and Scope
This Privacy Policy explains how Outbooked LLC ("Outbooked," "we," "us," or "our") collects, uses, shares, stores, and protects personal information through Outbooked websites, waitlists, applications, lead-facing pages, advisor tools, integrations, communications, and related services (the "Service").
FinancialResults.ai lead-facing quiz, result, video, booking, email, and SMS experiences may also present context-specific notices. Where a context-specific notice conflicts with this Policy, the more specific notice controls for that experience.
1) Information We Collect
Depending on how you interact with the Service, we may collect:
- Waitlist information, such as first and last name, work email, firm or practice name, optional firm website, consent status, source page, and registration date
- Account and profile information, such as name, email, phone, firm details, role, seat membership, professional information, profile image, brand settings, and advisor disclosures
- Lead information, such as contact details, quiz answers, enrichment responses, product or planning context, qualification indicators, booking information, status, activity, and communication preferences
- Content and workflow information, such as campaigns, questions, answers, generated copy, emails, advertising plans, creative, recommendations, videos, and related metadata
- Connected-account information, such as calendar account details, OAuth tokens, grant identifiers, availability, selected ad accounts, Facebook Pages, Instagram accounts, pixels, business identifiers, advertising insights, and provider status
- Payment and subscription information, such as Stripe customer identifiers, plan, subscription status, billing history, invoice status, limited payment details, and seat quantities
- Communications, consent, and preference information, such as support requests, email or SMS messages, delivery events, unsubscribe requests, suppression status, and privacy requests
- Usage and device information, such as IP address, browser, device information, pages viewed, referrer, URL, user agent, timestamps, video progress, email interactions, logs, diagnostics, and security events
2) How We Collect Information
We collect information you provide directly; information generated through use of the Service; information collected automatically by essential web, security, delivery, and logging technologies; information provided by advisors, firms, team administrators, or leads; and information received from connected services at your direction.
3) How We Use Information
- manage waitlist registrations, confirm submission, understand launch interest, plan access, and send consented launch or product updates
- create and administer accounts, profiles, team membership, permissions, billing, and support
- provide campaign, quiz, lead pathway, education, booking, communications, analytics, and firm-management features
- generate, validate, route, summarize, personalize, and improve content through AI-assisted workflows
- analyze advisor websites, brand context, product offerings, and setup inputs at the advisor’s request
- send transactional, account, support, booking, security, lead-access, nurture, analytics, and SMS appointment messages
- connect to calendar, advertising, email, SMS, video, payment, and other third-party services at your direction
- measure page, video, campaign, advertising, booking, email, SMS, and lead activity where enabled
- detect, prevent, and address fraud, abuse, security incidents, policy violations, and unauthorized access
- debug, test, audit, maintain, secure, and improve the Service
- comply with law, enforce agreements, protect rights and safety, and maintain required business records
We may use Inputs, Outputs, and operational information internally for support, quality assurance, reliability, workflow optimization, model and prompt evaluation, safety, and product improvement. We do not use non-public customer Inputs or Outputs in public-facing marketing without permission.
4) Waitlist Information and Email Updates
The public Outbooked website uses Resend to maintain waitlist contacts and send confirmation and consented launch or product updates. Waitlist contacts may be grouped into a dedicated segment and may include custom properties such as firm name, firm website, source, and registration date.
You can unsubscribe using the mechanism included in marketing messages or contact support@outbooked.ai. Unsubscribing from marketing does not prevent necessary transactional or service-related messages. A deletion request may be subject to limited retention for suppression, security, legal, and recordkeeping purposes.
5) Service Providers and Sharing
We may disclose information to vendors and service providers that help operate the Service, including hosting, databases, storage, authentication, security, analytics, AI processing, website analysis, media generation, video delivery, email, SMS, payments, calendars, scheduling, advertising operations, customer support, and infrastructure.
Current or potential providers include Vercel for the public website, Firebase and Google Cloud for application infrastructure, Stripe for payments, Resend for email and waitlist contacts, Nylas and supported calendar providers for calendar and scheduling features, Twilio for SMS, Mux for video, Firecrawl for website analysis, OpenRouter and other AI providers for AI-assisted processing, WaveSpeed for media generation, a managed Meta advertising provider, Meta for advertising and measurement, and BigQuery for pseudonymized advertising analytics where enabled.
We may also share information with advisors and firms that own or administer a campaign or lead experience; connected platforms you authorize; professional advisers, auditors, insurers, or legal and compliance parties; government authorities where required; and successors in a merger, financing, reorganization, or sale of assets.
6) AI and Media Processing
AI-assisted features may send prompts, advisor context, website content, product information, campaign materials, or other workflow data to model and media providers. We design workflows to limit unnecessary personal information, but you should not submit sensitive personal information to AI or media-generation features unless expressly supported.
7) Google, Microsoft, Calendar, and Scheduling Data
If you connect a calendar or scheduling account, Outbooked may process account identifiers, email address, OAuth tokens or grants, calendar identifiers, availability, events, booking details, webhook updates, and configuration needed to provide connection, synchronization, scheduling, appointment management, troubleshooting, and support.
Outbooked does not sell connected calendar data or use Google user data for advertising. Use and transfer of information received from Google APIs will adhere to the Google API Services User Data Policy, including Limited Use requirements, where applicable.
8) Meta, Facebook, Instagram, and Advertising Data
When an advisor or firm uses managed Meta advertising features, Outbooked and its providers may process Meta account identifiers, app-scoped user information, OAuth tokens, granted scopes, ad accounts, Facebook Pages, Instagram accounts, pixels, businesses, campaign objects, advertising insights, click identifiers, attribution, conversion-event status, provider health, and related logs.
We use this information to connect accounts, identify selectable advertising assets, prepare and manage reviewed advertising workflows, measure activity, dispatch permitted conversion events, troubleshoot, secure the Service, and maintain records. We do not sell connected-account Meta data for money.
9) SMS and Phone Information
Where enabled and consented, Outbooked may process phone numbers, consent language and timestamps, message content, provider identifiers, delivery status, opt-out keywords, and appointment or video-link activity to send and manage appointment-related SMS messages. Message and data rates may apply. Reply STOP to supported messages to opt out and HELP for help where indicated.
SMS consent is not shared with third parties for their independent marketing. We may share it with messaging providers and advisors or firms as necessary to provide the requested communication and maintain required records.
11) Sale and Sharing of Personal Information
Outbooked does not sell personal information for money. Some disclosures through advertising pixels, conversion events, or cross-context advertising measurement used in application or campaign contexts may be considered "sharing" under California law. The public waitlist website does not currently deploy these optional advertising technologies.
12) Data Retention
We retain information for as long as reasonably necessary to manage the waitlist; provide, secure, support, and improve the Service; maintain billing, accounting, tax, audit, compliance, and legal records; resolve disputes; prevent fraud and abuse; enforce agreements; and comply with law. Retention varies by data type, purpose, account settings, legal requirements, provider constraints, and operational needs.
When information is no longer required, we may delete, redact, aggregate, or de-identify it. Suppression records, security logs, consent records, provider reconciliation data, billing records, and legal records may be retained after deletion of a primary account or contact record where permitted or required.
13) Security
We use reasonable administrative, technical, and physical safeguards designed to protect information, including access controls, authentication, encryption or token protection where appropriate, validation, provider security controls, monitoring, and logging. No system is completely secure, and we cannot guarantee absolute security.
14) Your Choices and Privacy Rights
- Waitlist and marketing email: unsubscribe using the link in a marketing message or contact us
- Account and profile: update supported account, profile, billing, and configuration information in the Service
- Connected accounts: disconnect supported calendar or advertising connections where available or contact us
- SMS: use supported opt-out keywords or contact us
- Cookies: remove or block cookies through browser and device settings
- Privacy requests: request access, correction, deletion, or other applicable rights by contacting support@outbooked.ai
We may need to verify your identity, account, residency, and authority. Rights vary by location and may be subject to exceptions. We will not discriminate against you for exercising applicable privacy rights.
15) Children and International Users
The Service is not directed to children under 18, and we do not knowingly collect personal information from children. If you access the Service outside the United States, information may be processed in the United States and other countries where our providers operate.
16) Changes to This Policy
We may update this Privacy Policy as the Service, law, or business changes. We will revise the "Last updated" date and provide additional notice where required.
17) Contact
Outbooked LLC
3738 Mandeville Canyon Rd, Los Angeles, CA 90049, United States
Email: support@outbooked.ai