Service Provider Agreement

This Service Provider Agreement ("Agreement") governs the relationship between Planfirme, LLC ("Planfirme," "we," "us," or "our") and any individual or business ("Service Provider," "you," or "your") who uses Planfirme's platform, booking widget, planning tools, or professional features to manage client projects, operate a business, or offer services to others.

By creating a Planfirme account, activating the booking widget, inviting clients or helpmates to your projects, or using any professional feature of the platform, you agree to this Agreement in addition to Planfirme's Terms of Service and Privacy Policy. If you do not agree, do not use the platform in a professional or commercial capacity.

1. Who This Agreement Covers

This Agreement applies to any Planfirme subscriber who uses the platform in a professional or commercial capacity, including:

• Wedding planners, event coordinators, and creative professionals managing client projects
• Real estate agents and mortgage professionals using Planfirme for home purchase or sale planning
• Nail technicians, estheticians, hairstylists, and beauty professionals using the booking widget
• Candle makers, photographers, videographers, and independent creative entrepreneurs
• Nonprofit organizers, business launch consultants, and immigration service providers
• Any subscriber who invites clients into Planfirme projects or embeds the booking widget on their website
• Any subscriber on a Business, Team, or Enterprise plan

2. Subscription Required

Professional use of Planfirme — including the booking widget, client portal, multi-project management, and helpmate collaboration — requires an active paid subscription. The booking widget is not available on expired trials or cancelled accounts. If your subscription lapses, your account moves to read-only mode and booking widget functionality is suspended. Nothing is deleted. Resubscribing at any time restores full access immediately.

3. Accurate Business Representation

You agree to represent your business truthfully on Planfirme. This includes:

• Providing accurate business name, contact information, and service descriptions
• Listing only services you are legally qualified and licensed to provide in your jurisdiction
• Setting accurate pricing, availability, and service details in your booking widget
• Not misrepresenting your credentials, experience, or business identity
• Not soliciting, generating, or displaying fake reviews or testimonials
• Not using Planfirme to impersonate another business or professional
• Only selecting ownership badges (e.g. Veteran Owned, Women Owned, Minority Owned) that accurately describe your business

Ownership badges are self-reported and not independently verified by Planfirme. If Planfirme determines that a provider has falsely claimed an ownership badge, that provider's listing will be removed from the Planfirme Directory, and Planfirme may take further action under Section 18 (Termination).

4. Permitted and Prohibited Services

Planfirme's booking widget and planning tools may only be used to offer lawful services. You may not use Planfirme to book, schedule, or organize:

• Any service that is illegal under applicable federal, state, or local law
• Adult services, escort services, or any sexually explicit service
• Services involving controlled substances, weapons, or regulated items requiring special licensing you do not hold
• Services that violate Planfirme's Community Guidelines or Booking Widget Acceptable Use Policy

Violation of this section may result in immediate account suspension without refund.

5. Client Data Responsibilities

When clients book appointments through your Planfirme booking widget, their name, email address, requested service, and appointment time are collected and stored in Planfirme's database on your behalf. In this relationship:

As the data controller, you agree to:

• Inform your clients that their booking data is processed through Planfirme before they submit a booking
• Obtain any consents required by applicable law in your jurisdiction, including GDPR if you serve European clients
• Maintain a privacy policy on your own website or communications that accurately describes how client data is handled
• Not use client booking data collected through Planfirme for purposes other than managing the booked service and related communications
• Respond promptly to client requests to access, correct, or delete their personal data
• Notify Planfirme at hello@planfirme.app if you become aware of a data breach involving client data collected through the platform

6. Cancellation and Refund Policy Disclosure

You are responsible for establishing and communicating your own cancellation, rescheduling, and refund policy to your clients before they complete a booking. Planfirme does not set, enforce, or adjudicate cancellation policies on your behalf.

You must make your cancellation policy clearly visible to clients at or before the point of booking — whether through your website, your booking widget description, or a separate communication. Planfirme shall not be liable for client disputes arising from unclear or undisclosed cancellation terms.

7. Platform Features — Data Processing Consent

By using Planfirme as a service provider, you acknowledge and consent to the following data processing activities that occur as part of the platform's core features:

• Real-time translation — content you enter into shared projects, including service names, vendor notes, and messages, may be sent to a third-party translation API to enable multilingual collaboration. The provider processes this content solely to return the translation.
• Voice note transcription — audio notes you record within the platform are sent to a third-party transcription service. The transcribed text is stored in your project. The original audio file is not retained after transcription.
• Photo content moderation — photos you upload are automatically scanned for prohibited content before being stored. This is an automated process; no human at Planfirme or any third party views your photos.
• Receipt and document scanning — if you use Planfirme's expense tracking features, receipt images and documents you submit are processed by an AI service to extract expense data. Images are processed for this purpose only.
• Keepsake book fulfillment — if you order a printed keepsake book, your project data (tasks, decisions, photos, vendor information, budget summary) is sent to our print-on-demand fulfillment partner for printing and physical delivery.
• Push notifications — by enabling notifications, you consent to receive planning reminders, project updates, and weekly digest emails through Planfirme's notification system.

Each of these service providers is bound by a Data Processing Agreement with Planfirme. A complete list of subprocessors is available upon request at hello@planfirme.app with "Privacy Request" in the subject line.

8. Payments — No Intermediation by Planfirme

Planfirme does not process, hold, facilitate, or transfer payments between you and your clients. The booking widget is a scheduling and communication tool only. All payment arrangements — including deposits, session fees, cancellation fees, and refunds — are made directly between you and your client using your own payment methods (such as Zelle, Square, Cash App, Venmo, Stripe, or any other method you choose).

You are solely responsible for all tax obligations arising from payments you receive from clients, including sales tax, self-employment tax, and any other applicable taxes in your jurisdiction.

9. Liability and Indemnification

Planfirme provides tools for scheduling, planning, communication, and collaboration. Planfirme does not supervise, endorse, or guarantee the quality, safety, legality, or fitness of any service you provide to your clients.

Planfirme shall not be liable for any disputes, claims, losses, injuries, property damage, or other damages arising out of or related to the services you provide to your clients through or in connection with the Planfirme platform, including but not limited to:

• Disputes over service quality, delivery, or outcome
• Personal injury or property damage occurring during or as a result of a booked service
• Failure to deliver a service as promised or booked
• Payment disputes between you and your clients
• Claims arising from your cancellation or refund policies
• Regulatory violations or licensing issues related to your services

You agree to indemnify, defend, and hold harmless Planfirme, LLC, and their respective officers, directors, employees, contractors, and agents from and against any claims, liabilities, damages, losses, judgments, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the Planfirme platform in a professional or commercial capacity; (b) services you provide or fail to provide to your clients; (c) your violation of this Agreement or any applicable law; or (d) disputes between you and your clients.

10. Insurance Recommendation

Planfirme strongly recommends that all service providers carry appropriate business liability insurance commensurate with the services they offer. Planfirme does not provide, arrange, or verify insurance on behalf of service providers. The existence of a Planfirme subscription does not constitute or substitute for any form of business insurance coverage.

11. Intellectual Property — Platform Confidentiality

Planfirme's platform — including its source code, user interface, task library, translation architecture, vendor discovery system, keepsake book pipeline, single-file delivery architecture, and all proprietary algorithms and data structures — constitutes valuable trade secrets and intellectual property owned exclusively by Planfirme, LLC.

By using the platform, you agree that you will not:

• Attempt to reverse-engineer, decompile, disassemble, or otherwise derive the source code or underlying architecture of the Planfirme platform
• Copy, reproduce, or replicate the Planfirme user interface, task library, translation system, or any proprietary content for use in a competing product
• Disclose to any third party the specific technical implementation, feature architecture, or subprocessor stack of Planfirme as observed through your use of the platform
• Use Planfirme's proprietary content, task templates, or workflow structures as the basis for a competing service without written permission
• Scrape, extract, or systematically collect data from the Planfirme platform using automated tools

These obligations survive termination of your account and this Agreement.

12. License to Display Your Business Information

By using the booking widget and professional features, you grant Planfirme a limited, non-exclusive, revocable license to display your business name, service descriptions, and availability information within the Planfirme platform and booking widget solely for the purpose of enabling client bookings. This license terminates when you close your account or deactivate the booking widget.

Planfirme does not claim ownership of your business name, logo, or service descriptions. All goodwill generated by your business identity remains yours.

13. Platform Branding

You may indicate that your business uses Planfirme for scheduling and planning by using the phrase "Scheduling powered by Planfirme" or similar accurate attribution. You may not:

• Imply that your business is affiliated with, endorsed by, or officially partnered with Planfirme unless you have a written agreement to that effect
• White-label or rebrand the Planfirme interface as your own product
• Remove or obscure Planfirme attribution from the booking widget interface
• Use the Planfirme name, logo, or trademarks in a way that suggests Planfirme is the service provider rather than the platform

14. Referral and Commission Program

If you participate in Planfirme's invitation-only referral program, your participation is governed by the separate Sales Commission Agreement provided to you at the time of enrollment. Referral commissions are paid at 10% lifetime on subscriptions and add-ons referred by you, subject to the terms of that agreement. Participation in the referral program does not modify any other term of this Agreement.

15. Beta Features

Planfirme may make certain features available to service providers in preview or beta status. Beta features are provided "as is" with no service level agreement, no uptime guarantee, and no warranty of any kind. Beta features may be modified, discontinued, or promoted to general availability at any time without notice. Your use of beta features is at your own risk.

16. Tax Season Planning — Not Tax Advice

If you use Planfirme's Tax Season Planning project type to organize your business expenses, mileage, and documents, you acknowledge that Planfirme does not provide tax, legal, financial, or accounting advice. Any expense designation, mileage calculation, or deductibility suggestion within the platform reflects your own input and does not constitute a tax determination by Planfirme. Consult a licensed CPA, Enrolled Agent, or qualified tax professional before making any tax-related decisions.

17. Force Majeure

Planfirme shall not be liable for any failure or delay in performance caused by circumstances beyond its reasonable control, including but not limited to outages or service interruptions from infrastructure and cloud service providers; internet outages; natural disasters; or government actions. Planfirme will communicate planned downtime in advance where possible and work to restore service promptly.

18. Termination

Either party may terminate this Agreement at any time. You may close your account by contacting hello@planfirme.app. Planfirme may suspend or terminate your account for violation of this Agreement, the Terms of Service, or the Booking Widget Acceptable Use Policy, with or without notice depending on the severity of the violation.

Upon termination, your data is retained in read-only mode until you request deletion under Section 7 of the Terms of Service. The following sections of this Agreement survive termination: Section 5 (Client Data Responsibilities), Section 9 (Liability and Indemnification), Section 11 (Intellectual Property — Platform Confidentiality), and Section 13 (Platform Branding).

19. Disclaimer of Warranties

The Planfirme platform is provided "as is" and "as available" without warranties of any kind, express or implied. Planfirme does not warrant that the platform will be error-free, uninterrupted, or meet your specific business requirements. Planfirme does not warrant that the booking widget will generate any particular volume of bookings or business revenue.

20. Limitation of Liability

To the fullest extent permitted by law, Planfirme's total liability to you for any claim arising from this Agreement or your use of the platform shall not exceed the amount you paid for your Planfirme subscription in the 12 months preceding the claim. Planfirme shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including lost profits or lost business opportunity.

21. Governing Law and Dispute Resolution

This Agreement is governed by the laws of the State of Texas, USA, without regard to its conflict of law provisions. Any disputes arising from this Agreement shall first be addressed through good-faith informal negotiation. If informal resolution fails, disputes shall be resolved in the courts of Texas. For EU-based service providers, nothing in this section limits your rights to bring claims before your local courts or data protection authority as permitted by applicable law.

22. Changes to This Agreement

Planfirme may update this Agreement from time to time. We will notify you by email at least 14 days before material changes take effect. Continued use of the platform in a professional or commercial capacity after changes take effect constitutes your acceptance of the updated Agreement. The current effective date is always shown at the top of this page.

23. Entire Agreement

This Agreement, together with the Terms of Service, Privacy Policy, Community Guidelines, and Booking Widget Acceptable Use Policy, constitutes the entire agreement between you and Planfirme with respect to your professional use of the platform. If any provision of this Agreement is found unenforceable, the remaining provisions remain in full force and effect.