Premier Appointments Privacy Policy

PremierAppointment.com ("Company") is committed to protecting your privacy. We have prepared this Privacy Policy to describe to you our practices regarding the personal data (as defined below) we collect from users of our website, located at https://www.premierappointment.com (the "Site") and related services (collectively, "Services").

1. USER CONSENT. By submitting personal data through our Site and Services, you agree to the terms of this Privacy Policy and you expressly consent to the processing of your personal data in accordance with this Privacy Policy.

2. A NOTE ABOUT CHILDREN. We do not intentionally gather personal data about visitors who are under the age of 13.

3. A NOTE TO USERS OUTSIDE OF THE UNITED STATES. Your personal data may be processed in the country in which it was collected and in other countries, including the United States, where laws regarding processing of personal data may be less stringent than the laws in your country. BY USING OUR SITE OR SUBMITTING PERSONAL DATA THROUGH OUR SITE OR SERVICES, YOU EXPRESSLY CONSENT TO THE PROCESSING OF YOUR PERSONAL DATA ACCORDING TO THIS PRIVACY POLICY.

4. TYPES OF DATA WE COLLECT.
Personal Data You Provide to Us. We collect personal data from you when you provide it voluntarily on the Site. You may provide your name, phone number, email address, zip code, marital status, financial goals, household income, home ownership status, details about your family, Twitter handle, Facebook profile and other details you may submit to us. You may also provide information in response to our surveys, and interactive features and forums on our Site.

Payment and Transactional Data. We collect information needed to process payments and fulfill orders you have placed, including payment card information or bank account number.

Personal Data Collected via Inbound Lead Emails. We may access your email to provide services related to inbound lead emails, including checking your inbox for email responses from those inbound leads.

Personal Data Collected via Technology. To make our Site and Services more useful to you, our servers (which may be hosted by a third party service provider) collect personal data from you, including your IP address or HTTP referrer. We also use Cookies (as defined below) and navigational data like Uniform Resource Locators (URL) to gather information regarding the date and time of your visit and the solutions and information for which you searched and which you viewed. Like most Internet services, we automatically gather this personal data and store it in log files each time you visit our website or access your account on our network. We may use both session Cookies (which expire once you close your web browser) and persistent Cookies (which stay on your computer until you delete them) to provide you with a more personal and interactive experience on our website. Persistent Cookies can be removed by following Internet browser help file directions. If you choose to disable Cookies, some areas of our website may not work properly. We have also enabled Google Analytics features, including Demographics and Interest Reporting to gather demographic information provided by these features. You can opt-out of Google Analytics for Display Advertising and customized Google Display Network ads here.


Our Relationship with Social Networking Sites. We have created, and may offer you, interfaces that allow you to connect with social networking websites such as Facebook and Twitter ("SN Sites") through our Site. We will work with the SN Site's application protocol interface (better known as their developer API) in a way that allows you to authorize us to access your account on that SN Site on your behalf. In order to provide this authorization, you will not provide us with your user name or password to the SN Site, but you will need to log-in to that SN Site directly through our Site. Once authorized by you, the SN Site will provide us a token that allows the SN Site to recognize us when we ask, on your behalf, for access to your account information or to post information. You will be able to revoke our access to any SN Site at any time by amending the appropriate settings from within your account settings on the applicable SN Site, though such revocation may limit the Services we are able to provide you.

5. USE OF YOUR DATA.

General Use. In general, personal data you submit to us is used either to respond to requests that you make, or to aid us in serving you better. Company uses your personal data in the following ways:

• Provide you with the Services and customer support;

• Establish and maintain your user account with us;

• Respond to your requests, resolve disputes and/or troubleshoot problems;

• Verify your compliance with your obligations in our Terms of Use or other policies;

• Improve the quality of the Site and the Services;

• Communicate with you about the Site and the Services;

• Market our Services (and those of third parties) to you that we believe may be of interest to you. If you prefer that we do not send you these messages, please see the section below on YOUR CHOICES REGARDING YOUR PERSONAL DATA to learn how to opt-out.

Compliance and Protection. We may use your personal information to:

• Comply with applicable laws, lawful requests, and legal process, such as to respond to subpoenas or requests from government authorities;

• Protect our, your or others’ rights, privacy, safety or property (including by making and defending legal claims);

• Audit our internal processes for compliance with legal and contractual requirements and internal policies;

• Enforce the terms and conditions that govern the Site and the Services; and

• Prevent, identify, investigate and deter fraudulent, harmful, unauthorized, unethical or illegal activity, including cyberattacks and identity theft.

Creation of Anonymous Data. We may create Anonymous Data records from personal data by excluding information (such as your name) that make the data personally identifiable to you. We use this Anonymous Data to analyze request and usage patterns so that we may enhance the content of our Products and services and improve site navigation. Company reserves the right to use and disclose Anonymous Data to Third Party Companies in its discretion.

Service improvement and analytics. We may use your personal information to analyze your usage of the Service, improve the Service, improve the rest of our business, help us understand user activity on the Service, including which pages are most and least visited and how visitors move around the Service, as well as user interactions with our emails, and t0 develop new products and services.

Feedback. If you provide feedback on the Site or Services to us, we may use such feedback for any purpose, provided we will not associate such feedback with your personal data. Company will collect any information contained in such communication and will treat the personal data in such communication in accordance with this Privacy Policy.

6. DISCLOSURE OF YOUR PERSONAL DATA.

Affiliates. We may share some or all of your personal data with subsidiaries, joint ventures, or other companies under a common control (collectively, "Affiliates"). We will require affiliates to honor this Privacy Policy. If another company acquires Company or our assets, that company will possess the personal data collected by it and us and will assume the rights and obligations regarding your personal data as described in this Privacy Policy.

Disclosure to Third Party Service Providers. We may share your personal data with third party service providers to facilitate creation of accounts or to provide services to us that enable us to make the Site or the Services available to you.

Payment to Third Party Service Providers. We may share your personal data with third party service providers to facilitate creation of accounts or to provide services to us that enable us to make the Site or the Services available to you.

Disclosure to Advisors Utilizing our Marketplace and Marketing Participants. We may share your advisor matching form intake data with relevant financial advisor matches that meet participation criteria and actively participate in the appointment setting platform. The terms and conditions permit those advisors to contact you with the information you have provided.

Other Disclosures. Regardless of any choices you make regarding your personal data (as described below), Company may disclose personal data if it believes in good faith that such disclosure is necessary to: (a) comply with relevant laws or to respond to subpoenas or warrants served on Company; or (b) protect or defend the rights or property of Company or users of the Products or related services.

7. THIRD PARTIES.

Personal and/or Anonymous Data Collected by Third Parties. We may receive Personal and/or Anonymous Data about you from other sources like telephone or fax, or from companies that provide our Services by way of a co-branded or private-labeled website or companies that offer their products and/or services on our website ("Third Party Companies"). Our Third Party Companies may supply us with personal data, such as your email address, in order to help us establish the account. We may add this information to the information we have already collected from you via our website in order to improve the Services we provide.

Our provision of a link to any other website or location, such as the payment processing websites, is for your convenience and does not signify our endorsement of such other website or location or its contents. When you click on such a link, you will leave our site and go to another site. During this process, another entity may collect personal data or Anonymous Data from you.

We have no control over, do not review, and cannot be responsible for, these outside websites or their content. Please be aware that the terms of this Privacy Policy do not apply to these outside websites or content, or to any collection of data after you click on links to such outside websites.

NOTICE TO CALIFORNIA RESIDENTS - YOUR CALIFORNIA PRIVACY RIGHTS (AS PROVIDED BY CALIFORNIA CIVIL CODE SECTION 1798.83).

A CALIFORNIA RESIDENT WHO HAS PROVIDED PERSONAL DATA TO A BUSINESS WITH WHOM HE/SHE HAS ESTABLISHED A BUSINESS RELATIONSHIP FOR PERSONAL, FAMILY, OR HOUSEHOLD PURPOSES (A "CALIFORNIA CUSTOMER"), MAY REQUEST INFORMATION ABOUT WHETHER THE BUSINESS HAS DISCLOSED PERSONAL INFORMATION TO ANY THIRD PARTIES FOR THE THIRD PARTIES' DIRECT MARKETING PURPOSES. IN GENERAL, IF THE BUSINESS HAS MADE SUCH A DISCLOSURE OF PERSONAL DATA, UPON RECEIPT OF A REQUEST BY A CALIFORNIA CUSTOMER, THE BUSINESS IS REQUIRED TO PROVIDE A LIST OF ALL THIRD PARTIES TO WHOM PERSONAL DATA WAS DISCLOSED IN THE PRECEDING CALENDAR YEAR, AS WELL AS A LIST OF THE CATEGORIES OF PERSONAL DATA THAT WERE DISCLOSED. CALIFORNIA CUSTOMERS MAY REQUEST FURTHER INFORMATION ABOUT OUR COMPLIANCE WITH THIS LAW BY E-MAILING INFO@PREMIERAPPOINTMENT.COM. PLEASE NOTE THAT WE ARE REQUIRED TO RESPOND TO ONE REQUEST PER CALIFORNIA CUSTOMER EACH YEAR, AND WE ARE NOT REQUIRED TO RESPOND TO REQUESTS MADE BY MEANS OTHER THAN THROUGH THIS E-MAIL ADDRESS.

8. YOUR CHOICES REGARDING YOUR PERSONAL DATA.

Choices. We offer you choices regarding the collection, use, and sharing of your personal data. We will periodically send you free newsletters and e-mails that directly promote the use of our site or the purchase of our Services and may contain advertisements for Third Party Companies. When you receive newsletters or promotional communications from us, you may indicate a preference to stop receiving further communications from us and you will have the opportunity to "opt-out" by following the unsubscribe instructions provided in the e-mail you receive or by contacting us directly (please see contact information below). Should you decide to opt- out of receiving future mailings, we may share your e-mail address with third parties to ensure that you do not receive further communications from third parties. Despite your indicated e-mail preferences, we may send you notices of any updates to our Terms of Use or Privacy Policy.

Changes to Personal Data. You may request deletion of your personal data by us, but please note that we may be required (by law or otherwise) to keep this information and not delete it (or to keep this information for a certain time, in which case we will comply with your deletion request only after we have fulfilled such requirements). When we delete any information, it will be deleted from the active database, but may remain in our archives.

9. JOB APPLICANTS. When visit the careers portion of our Sites, we collect the information that you provide to us in connection with your job application. This includes business and personal contact information, professional credentials and skills, educational and work history, and other information of the type that may be included in a resume. This may also include diversity information that you voluntarily provide. We use this information to facilitate our recruitment activities and process employment applications, such as by evaluating a job candidate for an employment activity, and monitoring recruitment statistics. We may also use this information to operate and improve the Services, and as otherwise necessary for compliance, fraud prevention, and safety purposes.

10. SECURITY OF YOUR PERSONAL DATA. Company is committed to protecting the security of your personal data. We use a variety of security technologies and procedures to help protect your personal data from unauthorized access, use, or disclosure. Despite these measures, you should know that Company cannot fully eliminate security risks associated with personal data and mistakes may happen.

11. CONTACT INFORMATION. The company welcomes your comments or questions regarding this Privacy Policy. Please e-mail us at info@premierappointment.com or contact us at the following address:

PremierAppointment.com
6017 Pine Ridge Rd Ste. 282 Naples FL 34119, USA


12. DISPUTE RESOLUTION. If you believe that Company has not adhered to this Statement, please contact Company by email at info@premierappointment.com. We will do our best to address your concerns. If you feel that your complaint has been addressed incompletely, we invite you to let us know for further investigation.

13. CHANGES TO THIS PRIVACY POLICY. This Privacy Policy is subject to occasional revision, and if we make any substantial changes in the way we use your personal data, we will notify you by sending you an e-mail to the last e-mail address you provided to us and/or by prominently posting notice of the changes on our website. Any material changes to this Privacy Policy will be effective upon the earlier of thirty (30) calendar days following our dispatch of an e-mail notice to you or thirty (30) calendar days following our posting of notice of the changes on our site. These changes will be effective immediately for new users of our website, Products or related services. Please note that at all times you are responsible for updating your personal data to provide us with your most current e-mail address. In the event that the last e-mail address that you have provided us is not valid, or for any reason is not capable of delivering to you the notice described above, our dispatch of the e-mail containing such notice will nonetheless constitute effective notice of the changes described in the notice. In any event, changes to this Privacy Policy may affect our use of personal data that you provided us prior to our notification to you of the changes. If you do not wish to permit changes in our use of your personal data, you must notify us prior to the effective date of the changes that you wish to deactivate your account with us. Continued use of our website, Products, or related services, following notice of such changes shall indicate your acknowledgement of such changes and agreement to be bound by the terms and conditions of such changes.

14. NOTICE TO CALIFORNIA RESIDENTS
We are required by the California Consumer Privacy Act of 2018 (“CCPA”) to provide to California residents an explanation of how we collect, use and share their personal Information, and of the rights and choices we offer California residents regarding our handling of their personal information. CCPA Scope and Exclusions. The description of our Privacy Practices and Privacy Rights in this Notice apply only to California residents whose interactions with Premier Appointments are limited to:

• Visiting our website,

• Signing up for email alerts,

• Commenting on or contributing to our forums, or

• Applying for our job openings on our websites (however, the CCPA does not extend Privacy Rights to job applicants).

The description of our Privacy Practices and CCPA Privacy Rights do not apply to the personal information we collect, use or disclose about:

• Consumers who initiate or complete the process of applying for financial products or services. This is because this information is subject to the federal Gramm-Leach-Bliley Act (“GLBA”), and implementing regulations, or the California Financial Information Privacy Act (“FIPA”), and

• Representatives of businesses that seek to obtain our Services, or to provide their products or services to us.

Privacy Practices.We do not sell personal information. As we explain in our Privacy Policy:

• We use cookies and other tracking technologies to analyze website traffic and facilitate advertising. If you would like to learn how you may opt out of our (and our third party advertising partners’) use of cookies and other tracking technologies.

• Through our services – for example, by inquiring about retaining a financial advisor – you direct us to disclose your information to companies that provide the services in which you are interested.

Here is a description of our relevant privacy practices:

How you interact with usPersonal information collectionCCPA-defined categoriesSources of personal informationPurposes for which we may collect and use the personal information Data Sharing

• Sign up for email alerts

• Interact with our blogs and forums

• Establish an account

• Name or alias

• Email address

• Identifiers

• You

• Operations

• Communications

• Research and development

• Marketing

• Shared with service providers

• Made public at your direction

• Visit our websites

• Receive and Respond to marketing emails

• Device data

• Online activity data

• Information derived from device data and online activity data

• Identifiers

• Inferences

• Internet or Network Information

• Online Identifiers

• Automatic collection

• Operations

• Communications

• Marketing

• Advertising

• Research and development

• Collected directly by or shared with our service providers

• Collected directly by advertising partners

• Apply for our open positions on our website

• Contact information

• Professional credentials and skills

• Educational and work history

• Other resume data you provide

• Diversity information you voluntarily provide

• Disability information where necessary

• Identifiers

• Online identifiers

• Education information

• Professional or employment information

• Protected classification characteristics

• You

• References

• Background check and/or drug testing companies

• Employment agencies or recruiters

• Facilitate recruitment activities

• Process employment applications

• Monitoring recruitment statistics

• Shared with service providers

• Collected directly by or shared with background check and drug testing companies

Please note that we may also disclose personal information to comply with law, and for compliance, fraud prevention, and safety purposes; in the event of business transfers; and to our professional advisors, as further described above in the Privacy Policy.

The CCPA grants individuals the following rights:

• Information. You can request information about how we have collected, used and shared your Personal Information during the past 12 months.

• Access. You can request a copy of the personal information that we maintain about you.

• Deletion. You can ask us to delete the personal information that we collected or maintain about you.

Please note that the CCPA limits these rights by, for example, prohibiting us from providing certain sensitive information in response to an access request and limiting the circumstances in which we must comply with a deletion request. We will also respond to requests for information and access only to the extent we are able to associate with a reasonable effort the information we maintain with the identifying details you provide in your request. If we deny your request, we will communicate our decision to you.
You are entitled to exercise the rights described above free from discrimination.

How to Submit a Request: To request access to or deletion of personal information:

• email: info@premierappointment.com

Identity verification.The CCPA requires us to verify the identity of the individual submitting a request to access or delete personal information before providing a substantive response to the request.
Authorized agents.California residents can empower an “authorized agent” to submit requests on their behalf. We will require the authorized agent to have a written authorization confirming that authority.

Online Tracking Opt-Out Guide

Like many companies online, we use services provided by Google, Facebook and others companies that use tracking technology. These services rely on tracking technologies – such as cookies and web beacons – to collect directly from your device information about your browsing activities, your interactions with websites, and the device you are using to connect to the Internet. There are a number of ways to opt out of having your online activity and device data collected through these services, which we have summarized below:

• Blocking cookies in your browser. Most browsers let you remove or reject cookies, including cookies used for interest-based advertising. To do this, follow the instructions in your browser settings. Many browsers accept cookies by default until you change your settings. For more information about cookies, including how to see what cookies have been set on your device and how to manage and delete them, visit www.allaboutcookies.org.

• Blocking advertising ID use in your mobile settings. Your mobile device settings may provide functionality to limit use of the advertising ID associated with your mobile device for interest-based advertising purposes.

• Using privacy plug-ins or browsers. You can block our websites from setting cookies used for interest-based ads by using a browser with privacy features, like Brave, or installing browser plugins like Privacy Badger, Ghostery or uBlock Origin, and configuring them to block third party cookies/trackers.

• Platform opt-outs. The following advertising partners offer opt-out features that let you opt-out of use of your information for interest-based advertising:

  • Google: https://adssettings.google.com

  • Facebook: https://www.facebook.com/about/ads

  • Twitter: https://twitter.com/personalization

• Advertising industry opt-out tools. You can also use these opt-out options to limit use of your information for interest-based advertising by participating companies:

  • Digital Advertising Alliance: http://optout.aboutads.info

  • Network Advertising Initiative: http://optout.networkadvertising.org/?c=1

Effective Date: June 2025

Terms and Conditions

These terms and conditions outline the rules and regulations for the use of Premier Appointments's Website, located at https://premierappointment.com.

By accessing this website, we assume you accept these terms and conditions. Do not continue to use Premier Appointments if you do not agree to take all of the terms and conditions stated on this page.

Cookies:

The website uses cookies to help personalize your online experience. By accessing Premier Appointments, you agreed to use the required cookies.

A cookie is a text file that is placed on your hard disk by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you and can only be read by a web server in the domain that issued the cookie to you.

We may use cookies to collect, store, and track information for statistical or marketing purposes to operate our website. You have the ability to accept or decline optional Cookies. There are some required Cookies that are necessary for the operation of our website. These cookies do not require your consent as they always work. Please keep in mind that by accepting required Cookies, you also accept third-party Cookies, which might be used via third-party provided services if you use such services on our website, for example, a video display window provided by third parties and integrated into our website.

License:

Unless otherwise stated, Premier Appointments and/or its licensors own the intellectual property rights for all material on Premier Appointments. All intellectual property rights are reserved. You may access this from Premier Appointments for your own personal use subjected to restrictions set in these terms and conditions.

You must not:

• Copy or republish material from Premier Appointments

• Sell, rent, or sub-license material from Premier Appointments

• Reproduce, duplicate or copy material from Premier Appointments

• Redistribute content from Premier Appointments

This Agreement shall begin on the date hereof.

Parts of this website offer users an opportunity to post and exchange opinions and information in certain areas of the website. Premier Appointments does not filter, edit, publish or review Comments before their presence on the website. Comments do not reflect the views and opinions of Premier Appointments, its agents, and/or affiliates. Comments reflect the views and opinions of the person who posts their views and opinions. To the extent permitted by applicable laws, Premier Appointments shall not be liable for the Comments or any liability, damages, or expenses caused and/or suffered as a result of any use of and/or posting of and/or appearance of the Comments on this website.

Premier Appointments reserves the right to monitor all Comments and remove any Comments that can be considered inappropriate, offensive, or causes breach of these Terms and Conditions.

You warrant and represent that:

• You are entitled to post the Comments on our website and have all necessary licenses and consents to do so;

• The Comments do not invade any intellectual property right, including without limitation copyright, patent, or trademark of any third party;

• The Comments do not contain any defamatory, libelous, offensive, indecent, or otherwise unlawful material, which is an invasion of privacy.

• The Comments will not be used to solicit or promote business or custom or present commercial activities or unlawful activity.

You hereby grant Premier Appointments a non-exclusive license to use, reproduce, edit and authorize others to use, reproduce and edit any of your Comments in any and all forms, formats, or media.

Hyperlinking to our Content:

The following organizations may link to our Website without prior written approval:

• Government agencies;

• Search engines;

• News organizations;

• Online directory distributors may link to our Website in the same manner as they hyperlink to the Websites of other listed businesses; and

• System-wide Accredited Businesses except soliciting non-profit organizations, charity shopping malls, and charity fundraising groups which may not hyperlink to our Web site.

These organizations may link to our home page, to publications, or to other Website information so long as the link: (a) is not in any way deceptive; (b) does not falsely imply sponsorship, endorsement, or approval of the linking party and its products and/or services; and (c) fits within the context of the linking party's site.

We may consider and approve other link requests from the following types of organizations:

• Commonly-known consumer and/or business information sources;

• Dot.com community sites;

• Associations or other groups representing charities;

• Online directory distributors;

• Internet portals;

• Accounting, law, and consulting firms; and

• Educational institutions and trade associations.

We will approve link requests from these organizations if we decide that: (a) the link would not make us look unfavorably to ourselves or to our accredited businesses; (b) the organization does not have any negative records with us; (c) the benefit to us from the visibility of the hyperlink compensates the absence of Premier Appointments; and (d) the link is in the context of general resource information.

These organizations may link to our home page so long as the link: (a) is not in any way deceptive; (b) does not falsely imply sponsorship, endorsement, or approval of the linking party and its products or services; and (c) fits within the context of the linking party's site.

If you are one of the organizations listed in paragraph 2 above and are interested in linking to our website, you must inform us by sending an e-mail to Premier Appointments. Please include your name, your organization name, contact information as well as the URL of your site, a list of any URLs from which you intend to link to our Website, and a list of the URLs on our site to which you would like to link. Wait 2-3 weeks for a response.

Approved organizations may hyperlink to our Website as follows:

• By use of our corporate name; or

• By use of the uniform resource locator being linked to; or

• Using any other description of our Website being linked to that makes sense within the context and format of content on the linking party's site.

No use of Premier Appointments's logo or other artwork will be allowed for linking absent a trademark license agreement.

Content Liability:

We shall not be held responsible for any content that appears on your Website. You agree to protect and defend us against all claims that are raised on your Website. No link(s) should appear on any Website that may be interpreted as libelous, obscene, or criminal, or which infringes, otherwise violates, or advocates the infringement or other violation of, any third party rights.

Reservation of Rights:

We reserve the right to request that you remove all links or any particular link to our Website. You approve to immediately remove all links to our Website upon request. We also reserve the right to amend these terms and conditions and its linking policy at any time. By continuously linking to our Website, you agree to be bound to and follow these linking terms and conditions.

Removal of links from our website:

If you find any link on our Website that is offensive for any reason, you are free to contact and inform us at any moment. We will consider requests to remove links, but we are not obligated to or so or to respond to you directly.

We do not ensure that the information on this website is correct. We do not warrant its completeness or accuracy, nor do we promise to ensure that the website remains available or that the material on the website is kept up to date.

Disclaimer:

To the maximum extent permitted by applicable law, we exclude all representations, warranties, and conditions relating to our website and the use of this website. Nothing in this disclaimer will:

• Limit or exclude our or your liability for death or personal injury;

• Limit or exclude our or your liability for fraud or fraudulent misrepresentation;

• Limit any of our or your liabilities in any way that is not permitted under applicable law; or

• Exclude any of our or your liabilities that may not be excluded under applicable law.

The limitations and prohibitions of liability set in this Section and elsewhere in this disclaimer: (a) are subject to the preceding paragraph; and (b) govern all liabilities arising under the disclaimer, including liabilities arising in contract, in tort, and for breach of statutory duty.

As long as the website and the information and services on the website are provided free of charge, we will not be liable for any loss or damage of any nature.

Fulfillment Terms & Appointment Delivery Policy

Payment methods

Payment will be made via cash, check, an approved payment card, or by any other payment method determined by the Business.

Subscription Term & Scope of Service

Client has enrolled in a 6-month subscription with Premier Appointments (“Service Provider”) for appointment-setting services. The total number of appointments to be fulfilled during the subscription term is specified in the corresponding invoice or service order and represents a target volume for delivery.

Appointment Fulfillment Window

Appointments will be delivered on an ongoing basis throughout the 6-month subscription period. The fulfillment pace will be determined by Premier Appointments based on factors such as:

• Campaign performance and lead volume

• Market response and optimization needs

• Client availability and appointment preferences

Unless otherwise agreed upon, appointments will be fulfilled at a consistent pace across the subscription term (e.g., 10 appointments/month for 60 appointments total).

Flexibility in Appointment Volume

The agreed appointment count is considered a target goal, not a guaranteed fixed number. While Premier Appointments will make every reasonable effort to meet the full target, the Client agrees to accept that:

• Slight over- or under-delivery (typically within ±10%) may occur due to market, seasonal, or operational variables

• Appointment volumes will not be guaranteed daily, weekly, or monthly, but will be balanced across the term

• Such minor variations do not constitute a breach of this agreement

Client Responsibilities

To ensure successful appointment delivery, the Client agrees to:

• Provide accurate intake, targeting preferences, and communication access

• Make themselves or their team available for scheduled appointments

• Notify Premier Appointments at least 48 hours in advance of any conflicts or periods of unavailability

Appointments missed or rejected due to the Client’s lack of availability or responsiveness will still count toward fulfillment.

Client Availability & Pauses

The subscription term for Premier Appointments’ services is six (6) months from the start date of service, and this term continues uninterrupted regardless of the Client’s availability. In other words, the six-month period will not pause or extend even if the Client becomes unavailable for a time due to personal reasons (such as vacation or business travel) or due to extenuating circumstances (such as natural disasters or political unrest).

Premier Appointments is not obligated to pause, delay, or extend the fulfillment timeline if the Client is unable to engage or attend appointments during the subscription term. However, the Business may, at its sole discretion, consider reasonable written requests from the Client for schedule adjustments under genuine extenuating circumstances. Any accommodation granted in such cases is extraordinary and does not obligate the Business to alter or extend the agreed six-month term of service.

Scheduling, Cancellation, and No-Show Policy

Clients are required to sync a functional Outlook or Google Calendar and provide available time blocks for booking within three (3) business days of the onboarding process.

Premier Appointments will confirm each appointment via both email and text message.

• If a scheduled prospect cancels in advance, the appointment will not be counted toward fulfillment.

• Prospect-initiated cancellations will only be credited if the cancellation is submitted through the official appointment-setting software (e.g., Calendly, Acuity, or other platform used by Premier Appointments).

• If a prospect no-shows, and valid contact information was provided to the Client, the appointment will be considered fulfilled.

• While Premier Appointments will make reasonable efforts to replace prospect-initiated cancelation of appointments, fulfillment pacing and targets will not be paused or extended due to rescheduling needs or calendar conflicts.

Delivery Timeline Adjustments

Fulfillment windows may vary based on campaign needs, geography, lead saturation, or external factors. Any significant shifts in expected delivery pace will be communicated to the Client. However, such variations do not impact the overall agreement term or negate the subscription.

Term Completion

At the conclusion of the subscription period:

• Any unfulfilled appointments due to Premier Appointments’ error will be delivered in a grace period (up to 30 days) or credited per agreement

• Appointments undelivered due to Client inaction, delays, unavailability, or missed meetings will be considered fulfilled

• No extensions or rollovers are guaranteed beyond the original 6-month term

Refund Policy

Once appointments have been purchased and campaign activity has begun, all sales are final and nonrefundable.

A partial refund may only be issued under the following conditions:

• Premier Appointments fails to fulfill the agreed target number of appointments within the subscription term and

• The shortfall exceeds the acceptable variance range of ±10%

Refunds will be calculated based on the number of unfulfilled appointments beyond the allowable variance and processed within 30 business days of approval.

Refunds will not be issued for:

• Missed appointments due to Client unavailability, scheduling conflicts, or no-shows

• Delays caused by the Client’s failure to provide timely access, intake info, or calendar availability

• Campaign pauses or availability gaps due to vacations, business travel, or other personal reasons

Seminars & Webinars

Clients agree to pay 100% of marketing and planning fees for seminars and webinars in advance. Please note that charges for seminar planning services do not cover venue costs or venue booking fees.

Administration Fee

An administration fee of $19.99 will be applied to your service contract. This monthly recurring fee covers administrative costs associated with managing your account (including, but not limited to, having clients book the appointment directly to your calendar, confirming each appointment via email and text) and can be canceled when appointment services are fulfilled. Cancelation must be administered through email request to info@premierappointment.com.

Additional California Privacy

NOTICE TO CALIFORNIA RESIDENTS - YOUR CALIFORNIA PRIVACY RIGHTS (AS PROVIDED BY CALIFORNIA CIVIL CODE SECTION 1798.83).

A CALIFORNIA RESIDENT WHO HAS PROVIDED PERSONAL DATA TO A BUSINESS WITH WHOM HE/SHE HAS ESTABLISHED A BUSINESS RELATIONSHIP FOR PERSONAL, FAMILY, OR HOUSEHOLD PURPOSES (A "CALIFORNIA CUSTOMER"), MAY REQUEST INFORMATION ABOUT WHETHER THE BUSINESS HAS DISCLOSED PERSONAL INFORMATION TO ANY THIRD PARTIES FOR THE THIRD PARTIES' DIRECT MARKETING PURPOSES. IN GENERAL, IF THE BUSINESS HAS MADE SUCH A DISCLOSURE OF PERSONAL DATA, UPON RECEIPT OF A REQUEST BY A CALIFORNIA CUSTOMER, THE BUSINESS IS REQUIRED TO PROVIDE A LIST OF ALL THIRD PARTIES TO WHOM PERSONAL DATA WAS DISCLOSED IN THE PRECEDING CALENDAR YEAR, AS WELL AS A LIST OF THE CATEGORIES OF PERSONAL DATA THAT WERE DISCLOSED. CALIFORNIA CUSTOMERS MAY REQUEST FURTHER INFORMATION ABOUT OUR COMPLIANCE WITH THIS LAW BY E-MAILING INFO@PREMIERAPPOINTMENT.COM. PLEASE NOTE THAT WE ARE REQUIRED TO RESPOND TO ONE REQUEST PER CALIFORNIA CUSTOMER EACH YEAR, AND WE ARE NOT REQUIRED TO RESPOND TO REQUESTS MADE BY MEANS OTHER THAN THROUGH THIS E-MAIL ADDRESS.