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Privacy Policy

Last updated October 19, 2026

A clear account of the information we collect, why we use it, when we share it, and the choices available to you.

On this page

  1. About this policy
  2. Information we collect
  3. Information at a glance
  4. Why we use information
  5. When we share information
  6. Sale and advertising
  7. How long we keep information
  8. Security and breach notices
  9. Privacy rights and requests
  10. Global Privacy Control and opt-out signals
  11. Marketing and messages
  12. Children
  13. Automated tools and AI
  14. International visitors
  15. Changes and contact
Table of contents
  1. About this policy
  2. Information we collect
  3. Information at a glance
  4. Why we use information
  5. When we share information
  6. Sale and advertising
  7. How long we keep information
  8. Security and breach notices
  9. Privacy rights and requests
  10. Global Privacy Control and opt-out signals
  11. Marketing and messages
  12. Children
  13. Automated tools and AI
  14. International visitors
  15. Changes and contact

About this policy

This policy explains how Whole Person Conversations, LLC, a Colorado limited liability company, collects, uses, shares, and protects information when you visit our website, apply to a program, schedule a first conversation, participate in services, or contact us.

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Information we collect

An application may include your first and last name, phone number, email address, firm name, title or role, how you heard about us, years in practice, a description of your hardest client situation, and cohort selection. Booking details may include your name, email, appointment time, and notes. We receive email and message content when you write to us, including SMS and WhatsApp messages. A third-party payment processor handles payment details; we do not store full card numbers. Our website and CRM platform collect website usage data such as page views, device and browser type, approximate location from IP address, referring page, and cookies. Fonts load from Google Fonts.

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Information at a glance

The main categories, purposes, and types of recipients are summarized here.

Category of dataWhyWho receives it
Application informationReview applications and manage admissionOur website, CRM and scheduling provider; authorized program staff
Booking detailsSchedule and manage first conversationsOur website, CRM and scheduling provider
Email, SMS, WhatsApp and other messagesRespond, deliver services, and maintain recordsEmail and messaging delivery providers; our website, CRM and scheduling provider
Payment detailsProcess billing and keep required recordsPayment processor; our website, CRM and scheduling provider
Website usage and cookiesOperate, secure, and improve the siteWebsite, hosting, analytics, and CRM providers
Font request informationDisplay site typographyGoogle Fonts

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Why we use information

We use information to respond to applications, run the application and admission process, schedule first conversations, deliver programs, manage billing, communicate with you, improve the site, comply with law, and protect people and systems. We do not use information for purposes incompatible with the context in which it was collected, subject to applicable law.

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When we share information

We share information with service providers that help operate our services, including our website, CRM and scheduling provider, email and messaging delivery providers, payment processor, hosting, fonts, and analytics providers. We may also disclose information to professional advisors, when required by law or needed to protect rights and safety, or as part of a business transfer. Providers receive the information needed for their services and must handle it under applicable obligations.

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Sale and advertising

As of October 19, 2026, we do not sell personal information and do not share it for cross-context behavioral advertising. We will update this policy before either practice changes. We do not use advertising or tracking pixels as of that date.

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How long we keep information

We keep application information while reviewing an application and for a reasonable period afterward to document the process and handle follow-up. Booking details remain as needed to manage appointments and related communications. Email, message, SMS, and WhatsApp content is retained while needed for the relationship, program administration, safety, and recordkeeping. Payment records are kept as needed for accounting, tax, dispute, and legal requirements; full card numbers are handled by the payment processor and are not stored by us. Website logs and analytics are retained according to operational needs and provider settings. Some cookies expire when a browser session ends; others remain until expiration or deletion. We review retention and dispose of information when no longer reasonably needed, subject to legal obligations and legitimate recordkeeping.

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Security and breach notices

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. No website, transmission, or storage method can be guaranteed completely secure. If a breach occurs, we will provide notices required by applicable law.

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Privacy rights and requests

Depending on your state, the law that applies, and its eligibility requirements, you may have rights to access, correct, delete, or obtain a portable copy of personal information, and to opt out of targeted advertising, sale, or certain profiling. California residents and residents of other states may have rights under their state laws; the scope and eligibility vary. Colorado residents may request access, correction, deletion, and portability, and may opt out of targeted advertising, sale, and certain profiling where Colorado law applies. To exercise a right, email [email protected] and describe your request. We may ask for information reasonably needed to verify your identity and authority. Do not send a password or full card number. If we deny a request, reply to our decision email with Appeal in the subject and explain why you believe it should be reconsidered. Our standard target is a response within 45 days. If extra time is reasonably needed and the law permits, we may extend by up to 45 days and tell you why. Applicable legal deadlines control.

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Global Privacy Control and opt-out signals

We do not sell personal information or share it for cross-context behavioral advertising as of this policy date, so there is no such activity to opt out of today. We will honor a recognized opt-out preference signal, including Global Privacy Control, if our practices change and the signal applies to us under law.

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Marketing and messages

To stop marketing email, use its unsubscribe link or email [email protected]. To stop SMS, reply STOP. You may also ask us by email to stop marketing messages. For WhatsApp, use an available opt-out control or email us. We process opt-outs for the relevant channel. Booking, program, and other service messages may continue when needed to provide a service or meet a legal obligation. Marketing permissions for email, SMS, and WhatsApp are separate from service communications.

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Children

Our services are intended for adults and are not directed to anyone under 18. We do not knowingly seek personal information from children under 18.

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Automated tools and AI

Automated or AI-assisted tools may support scheduling or messaging. We will tell you when you are interacting with an AI. You can contact Melissa at [email protected].

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International visitors

Our services are offered in the United States. If you visit from another country, information may be processed in the United States, where privacy laws may differ from those where you live.

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Changes and contact

We may revise this policy as our practices or legal requirements change. The date above shows when it was last updated. For privacy requests or questions, contact Melissa at [email protected].

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