Privacy Policy

Last Updated: March 5, 2026

TouchPoint Pro, a service operated by Trained Advisor LLC ("we," "us," "our," or "Company"), respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, interact with our communications, or engage with us in any capacity.

By providing your personal information to us or using our services, you consent to the practices described in this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access our website or use our services.

1. Information We Collect

We may collect the following types of information:

• Personal Identifiers: Name, email address, phone number, mailing address, and business name.
• Business Information: Company name, job title, professional licensing information, and business-related details you provide during onboarding or account setup.
• Communications Data: Records and content of communications between you and TouchPoint Pro, including emails, text messages, phone calls, and chat messages.
• Technical Data: IP address, browser type, operating system, referring URLs, access times, and pages viewed when you visit our website.
• Usage Data: Information about how you use our services, including interaction with emails, text messages, and other communications we send.
• Consent Records: Records of the permissions and consents you have granted, including opt-in and opt-out preferences for communications.

2. How We Use Your Information

We use the information we collect for the following purposes:

• To provide, maintain, and improve our services.
• To communicate with you regarding your account, onboarding, service updates, scheduling, and support.
• To send you text messages (SMS/MMS) related to your account, appointments, service updates, and event notifications, where you have provided consent.
• To send email communications related to our services, including transactional emails, onboarding information, and marketing communications where you have opted in.
• To respond to your inquiries and provide customer support.
• To comply with legal obligations and enforce our terms of service.
• To detect, prevent, and address technical issues, fraud, or security concerns.
• To analyze usage trends and improve the user experience of our website and services.

3. Text Messaging (SMS/MMS) Policy

When you provide your mobile phone number and consent to receive text messages from TouchPoint Pro, you agree to receive SMS and MMS messages related to your account, including but not limited to: appointment reminders, onboarding communications, account and service updates, event notifications, and follow-up messages.

• Message Frequency: Message frequency varies based on your account activity and interactions with our services.
• Message and Data Rates: Standard message and data rates may apply, depending on your mobile carrier and service plan.
• Opt-Out: You may opt out of receiving text messages at any time by replying STOP to any message you receive from us. Upon receipt of your STOP request, we will confirm your unsubscription and you will no longer receive text messages from us.
• Help: For assistance, reply HELP to any text message you receive from us, or contact us at [email protected].
• Carriers Supported: Our SMS services are supported by all major US carriers. Carriers are not liable for delayed or undelivered messages.

4. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

• Service Providers: We may share information with trusted third-party service providers who perform services on our behalf, such as hosting, analytics, email delivery, SMS delivery, customer support, and payment processing. These providers are contractually obligated to use your information only as necessary to perform services for us and are bound by confidentiality obligations.
• SMS Service Providers: We use third-party messaging platforms and aggregators to deliver text messages. These providers may have access to your phone number and message content solely for the purpose of message delivery. Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the text message services.
• Legal Requirements: We may disclose your information if required to do so by law, regulation, legal process, or governmental request, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others, investigate fraud, or respond to a government request.
• Business Transfers: In the event of a merger, acquisition, reorganization, bankruptcy, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control of your personal information.

5. Data Retention

We retain your personal information for as long as your account is active, as needed to provide you services, or as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. When your information is no longer needed for any of these purposes, we will securely delete or anonymize it.

6. Data Security

We implement commercially reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, use, alteration, or disclosure. However, no method of transmission over the Internet or method of electronic storage is completely secure, and we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of your account credentials and for any activity that occurs under your account.

7. Your Rights and Choices

Depending on your jurisdiction, you may have certain rights regarding your personal information, including:

• Access: You may request a copy of the personal information we hold about you.
• Correction: You may request that we correct any inaccurate or incomplete personal information.
• Deletion: You may request that we delete your personal information, subject to certain exceptions required by law.
• Opt-Out of Communications: You may opt out of receiving marketing emails by clicking the "unsubscribe" link in any marketing email. You may opt out of text messages by replying STOP at any time.
• Withdraw Consent: Where processing is based on your consent, you may withdraw consent at any time without affecting the lawfulness of processing performed prior to withdrawal.

To exercise any of these rights, contact us at [email protected].

8. Cookies and Tracking Technologies

Our website may use cookies, web beacons, pixels, and similar tracking technologies to collect information about your browsing activity. You may adjust your browser settings to refuse cookies, but doing so may limit the functionality of our website. We do not respond to "Do Not Track" browser signals at this time.

9. Third-Party Links

Our website or communications may contain links to third-party websites or services that are not operated by us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services. We encourage you to review the privacy policy of every site you visit.

10. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18 without verification of parental consent, we will take steps to delete that information promptly.

11. California Privacy Rights (CCPA)

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to request deletion, and the right to opt out of the sale of personal information. We do not sell personal information. To exercise your rights, contact us at [email protected].

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date at the top of this page. Your continued use of our services after any changes constitutes your acceptance of the updated policy.

13. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at: