CoachlyCRMCoachly CRM

Terms and Conditions

Effective Date: June 29, 2025 | Last Updated: June 29, 2025

1. Acceptance of Terms

By accessing or using Coachly CRM ("Service"), you agree to be bound by these Terms and Conditions ("Terms"). If you do not agree to these Terms, you may not use our Service.

2. Description of Service

Coachly CRM is a customer relationship management platform designed specifically for coaches and coaching businesses. Our Service helps you manage client relationships, track leads, organize communications, and grow your coaching practice.

3. Account Registration and Eligibility

3.1 Account Creation

  • You must provide accurate, current, and complete information during registration
  • You are responsible for maintaining the confidentiality of your account credentials
  • You must be at least 18 years old to use our Service
  • One person may not maintain multiple accounts

3.2 Account Security

  • You are responsible for all activities under your account
  • Notify us immediately of any unauthorized access or security breach
  • We are not liable for losses due to unauthorized use of your account

4. Subscription Plans and Billing

4.1 Subscription Plans

We offer various subscription plans with different features and usage limits. Current pricing and plan details are available on our website and may be updated from time to time.

4.2 Billing and Payment

  • Billing Cycle: Monthly or annual subscriptions as selected
  • Payment: Charged in advance via credit card or approved payment method
  • Auto-Renewal: Subscriptions automatically renew unless cancelled
  • Price Changes: We may modify subscription prices with 30 days' written notice
  • Taxes: You are responsible for applicable taxes in your jurisdiction

4.3 Grandfathered Premium Plans

  • Users who subscribed to premium plans before [Specific Date] may maintain their original pricing ("Grandfathered Plans")
  • Grandfathered Plans are subject to regular usage patterns and good standing
  • Regular Usage Requirement: API usage must remain within normal operational volumes. We reserve the right to review accounts that generate API calls significantly above typical coaching CRM usage patterns
  • Good Standing: Account must remain current on payments with no violations of these Terms
  • Grandfathering Conditions: You maintain grandfathered pricing as long as you do not cancel your subscription. If you cancel for any reason, you lose grandfathered pricing permanently but may resubscribe at current pricing rates
  • Grandfathered Plans may be discontinued if API usage patterns indicate system abuse, automated scraping, or usage inconsistent with normal coaching business operations

4.4 Account Cancellation and Data Retention

  • Subscription Cancellation: You may cancel your subscription at any time through your account settings
  • Account Access: After cancellation, your account remains accessible in read-only mode with limited functionality
  • Resubscription: You may resubscribe at any time at current pricing rates
  • Refund Policy: No refunds for partial months; service continues until end of current billing period
  • Data Retention: Your data is retained for 12 months after cancellation, after which it may be deleted

5. Acceptable Use Policy

5.1 Permitted Uses

You may use our Service only for lawful coaching business purposes in accordance with these Terms.

5.2 Prohibited Uses

You may NOT:

  • Violate any applicable laws or regulations
  • Upload malicious code, viruses, or harmful content
  • Attempt to gain unauthorized access to our systems
  • Use the Service for spam, harassment, or abusive communications
  • Share your account credentials with others
  • Reverse engineer, copy, or create derivative works of our Service
  • Use automated scripts or bots to access the Service
  • Store or transmit illegal, harmful, or offensive content
  • Impersonate others or provide false information

5.3 Content Guidelines

  • You are responsible for all content you upload or store
  • Content must be legal, appropriate, and non-infringing
  • We reserve the right to remove content that violates these Terms

6. Data and Privacy

6.1 Your Data

  • You retain ownership of all data you input into the Service
  • You grant us a license to process your data solely to provide the Service
  • You are responsible for the accuracy and legality of your data
  • You must comply with applicable privacy laws regarding client data

6.2 Data Security and Backup

  • We implement reasonable security measures to protect your data
  • We perform regular backups, but recommend you maintain your own backups
  • See our Privacy Policy for detailed information about data handling

7. Service Availability and Support

7.1 Service Level

  • We strive for 99.5% uptime but do not guarantee uninterrupted service
  • Scheduled maintenance will be announced in advance when possible
  • We are not liable for service interruptions beyond our reasonable control

7.2 Support

  • Support is provided via email and in-app messaging during business hours
  • Response times vary by subscription plan
  • Premium plans receive priority support

8. Intellectual Property

8.1 Our Rights

  • Coachly CRM, including all software, designs, and content, is our intellectual property
  • Our trademarks, logos, and brand elements may not be used without permission
  • We reserve all rights not expressly granted to you

8.2 Your Rights

  • You retain rights to your original content and data
  • You may not claim ownership of our Service or technology

9. Limitation of Liability

9.1 Service Disclaimer

THE SERVICE IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND. WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

9.2 Limitation of Damages

TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR LIABILITY FOR ANY CLAIMS ARISING FROM THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE AMOUNT YOU PAID US IN THE 12 MONTHS PRECEDING THE CLAIM.

9.3 Excluded Damages

WE SHALL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, DATA LOSS, OR BUSINESS INTERRUPTION.

10. Indemnification

You agree to indemnify and hold us harmless from any claims, damages, or expenses arising from:

  • Your use of the Service
  • Your violation of these Terms
  • Your violation of any third-party rights
  • Content you submit or store in the Service

11. Termination

11.1 Termination by You

You may terminate your account at any time by cancelling your subscription.

11.2 Termination by Us

We may terminate or suspend your account immediately if:

  • You violate these Terms
  • Your payment method is declined
  • You engage in fraudulent or abusive behavior
  • Required by law or legal process

11.3 Effect of Termination

  • Access to the Service will cease immediately
  • You have 30 days to export your data
  • All rights and licenses granted to you will terminate
  • Sections that should survive termination will remain in effect

12. Modifications to Terms

We may modify these Terms at any time by:

  • Posting updated Terms with a new "Last Updated" date
  • Providing 30 days' notice for material changes
  • Emailing registered users about significant changes

Continued use of the Service after changes constitutes acceptance of the new Terms.

13. Governing Law and Disputes

13.1 Governing Law

These Terms are governed by the laws of [Your State/Province] without regard to conflict of law principles.

13.2 Dispute Resolution

  • Informal Resolution: Contact us first to resolve disputes informally
  • Arbitration: Disputes that cannot be resolved informally shall be settled by binding arbitration
  • Small Claims: Either party may pursue claims in small claims court
  • Class Action Waiver: You waive the right to participate in class action lawsuits

14. General Provisions

14.1 Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and us.

14.2 Severability

If any provision of these Terms is found unenforceable, the remaining provisions will continue in full force.

14.3 No Waiver

Our failure to enforce any provision does not constitute a waiver of that provision.

14.4 Assignment

You may not assign these Terms without our consent. We may assign these Terms without restriction.

14.5 Force Majeure

We are not liable for delays or failures due to circumstances beyond our reasonable control.

15. Contact Information

For questions about these Terms, contact us: