Privacy policy

Your privacy is very important to us. Accordingly, we have developed this Policy in order for you to understand how we collect, use, communicate and disclose and make use of personal information. The following outlines our privacy policy.

Before or at the time of collecting personal information, we will identify the purposes for which information is being collected.

We will collect and use of personal information solely with the objective of fulfilling those purposes specified by us and for other compatible purposes, unless we obtain the consent of the individual concerned or as required by law.

We will only retain personal information as long as necessary for the fulfillment of those purposes.

We will collect personal information by lawful and fair means and, where appropriate, with the knowledge or consent of the individual concerned.

Personal data should be relevant to the purposes for which it is to be used, and, to the extent necessary for those purposes, should be accurate, complete, and up-to-date.

We will protect personal information by reasonable security safeguards against loss or theft, as well as unauthorized access, disclosure, copying, use or modification.

We will make readily available to customers information about our policies and practices relating to the management of personal information.

We are committed to conducting our business in accordance with these principles in order to ensure that the confidentiality of personal information is protected and maintained.

Who we are

This policy covers ideally.live and the services of Juarez Investments LLC, doing business as Ideally Software (“Ideally”, “we”, “us”).

Information we collect

Information you give us: your name, business name, email address, phone number and anything you type into our forms, chat widget, booking calendar or messages.

Information collected automatically: device and browser type, pages visited, referring site and similar usage data, collected through cookies and similar technologies.

Information from calls and messages: if you call or text us, including our AI agent, we may record, transcribe and keep a copy of the conversation to answer you and improve our service.

How we use information

To respond to you, book and confirm appointments, provide and support our services, send the messages you asked for, process payments, improve our website and services, and meet legal obligations.

Text messaging (SMS)

If you give us your mobile number and agree to receive text messages, for example by checking a consent box on a form, booking a call or texting us first, we may send you messages about your inquiry, appointments, account and services. Marketing texts are sent only if you have separately agreed to receive them.

Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe at any time, or HELP for help. You can also contact us at [email protected].

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. Information may be shared with service providers that help us deliver messages (such as our messaging platform and carriers) only to provide the service.

Consent to receive text messages is not a condition of any purchase.

How we share information

We do not sell your personal information. We share it only with service providers that help us run our business (such as hosting, CRM, messaging, payment and scheduling providers) under obligations to protect it, when required by law, or as part of a business transfer.

Cookies and analytics

We use cookies and similar technologies to keep the site working, understand how it is used and measure our advertising. These may include analytics and advertising tools such as Google and Meta. You can block or delete cookies in your browser settings.

Your choices and rights

You can ask us to access, correct or delete your personal information, or opt out of marketing emails using the unsubscribe link and texts by replying STOP. Depending on where you live, including California, you may have additional rights. Email [email protected] to make a request.

Security and retention

We protect personal information with reasonable safeguards and keep it only as long as needed for the purposes above or as required by law.

Children

Our services are for businesses and are not directed to children under 13. We do not knowingly collect their information.

Changes

We may update this policy. The date at the top shows when it last changed.

Contact us

Questions about this policy? Email [email protected].