Privacy Policy

1. Introduction

Coachful, operated by Influencee Agency OÜ ("we", "our", or "us"), is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service.

2. Information We Collect

Personal Information

When you create an account, we collect:

• Name and email address
• Profile picture (optional)
• Phone number (optional, used for SMS or WhatsApp only where the relevant consent is provided)
• Account authentication data via Firebase Authentication

Usage Information

We automatically collect:

• Goals, habits, and progress data you enter
• Check-in responses and reflections
• Device information and browser type
• Usage patterns and feature interactions

Payment Information

Payment processing is handled by Stripe. We do not store your complete credit card information. We only receive limited information such as the last four digits of your card for reference purposes.

Special-category and health-related information

Goals, reflections, questionnaires, or private coaching communications may reveal limited health or other special-category information. When a coach or organization provides the service, that organization is responsible for determining its lawful basis, Article 9 condition, notices, and professional obligations. Coachful processes that information on its behalf under the Data Processing Agreement.

Coachful is not a clinical or electronic health-record system. Do not use it to store:

• formal patient or electronic health records
• diagnoses, clinical assessments, and psychotherapy or treatment notes
• medication, prescription, laboratory, genetic, or clinical test records
• health-insurance, reimbursement, or medical billing records
• crisis, self-harm, safeguarding, or emergency-response records

Do not submit special-category or confidential clinical information to optional AI, broadcast email, WhatsApp, advertising, public/community, or connected-integration features. Coachful is not monitored as an emergency channel.

Organization owners may explicitly enable the optional Sensitive Data Mode under Customize → Compliance. It is off by default and restricts AI access to client records without disabling Coachful's general creation and business AI tools.

3. How We Use Your Information

We use your information to:

• Provide and maintain the Service
• Personalize your experience and recommendations
• Process transactions and send related information
• Send you notifications, updates, and support messages
• Analyze usage to improve our Service
• Facilitate community features like Squad interactions
• Send opted-in transactional SMS and WhatsApp messages for scheduling, reminders, and coaching communications
• Comply with legal obligations

4. Information Sharing

We may share your information with:

• Service providers: See the provider and recipient register below.
• Squad Members: Limited profile information visible to other members in your accountability squads
• Coaches: If you have a premium plan with coach access, your coach may view your progress data
• Legal Requirements: When required by law or to protect our rights

We do not sell your personal information to third parties.

AI assistants and MCP connections

If you choose to connect Coachful to an AI assistant such as ChatGPT or Claude, Coachful shares only the workspace data needed for the specific tools and OAuth permissions you approve. The assistant provider processes that data under your account and its own terms and privacy policy. Coachful does not automatically send your entire workspace, and it does not receive or send your assistant conversation history as part of the connection.

Depending on the permissions and tool you use, this can include client names, contact details, activity status, coach notes, tasks, goals, habits, community and engagement activity, and Program participation and progress; Program structure, enrollment and member-activity summaries, including configured offer or product pricing; website pages, sections, designs and version history; and funnel settings, steps, status, response counts and URLs. Coachful also returns the limited record identifiers and timestamps needed to select the exact record and avoid stale or duplicate updates. Configured offer pricing is not a customer billing record and does not enable a payment.

The public connector does not provide tools for customer billing records, payment execution, advertising accounts or actions, outbound email or messages, deletion, organization administration, or data from third-party services connected inside Coachful. You can revoke an AI assistant connection at any time; access is also removed automatically if the authorizing user loses coach access to the selected workspace.

Website changes made through an approved write permission are versioned but may appear immediately on an enabled site. Funnel changes may affect a shared or active flow; funnel layout edits remain drafts until separately published in Coachful. The connection identifies externally visible actions to the assistant.

Service providers and other recipients

We use the providers below to operate the Service. Optional providers receive data only when the relevant feature is enabled or invoked. Some payment, communications, and integration providers may act as independent controllers for limited activities required by law or their regulated networks.

We update this register when providers are added or removed. Material changes are reflected in the “Last updated” date at the top of this page.

4a. International Data Transfers

Coachful is operated from Estonia (EU). Several of our sub-processors are headquartered in the United States or other jurisdictions outside the European Economic Area. When your personal data is transferred outside the EU/EEA, we rely on the following safeguards under Chapter V of the GDPR:

• Standard Contractual Clauses (SCCs): Provider data-processing terms incorporating the European Commission's 2021 SCCs are used where required. For a transfer from Coachful as an EEA processor to a non-EEA sub-processor, the relevant structure is generally Module 3.
• Adequacy mechanisms: We may rely on an applicable adequacy decision, including the EU-U.S. Data Privacy Framework for a participating recipient, where available.
• Supplementary measures: Data in transit is encrypted with TLS 1.2 or higher. Data at rest is encrypted by our infrastructure providers. Sensitive credentials (OAuth tokens, payment provider keys) are encrypted with AES-256 before being written to our database.

Organization owners can download the current DPA and customer data-protection information pack from Customize → Compliance. Account-specific transfer information and reasonable contractual evidence are also available on request at support@coachful.co, subject to appropriate confidentiality and redaction.

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as your account is active or as needed to provide you services.

• If you cancel your subscription — nothing is deleted. Your account, clients, programs, and content remain stored exactly as you left them, so you can reactivate at any time and pick up where you left off.
• If you want your data removed — you can permanently delete your account and associated data yourself from Account Settings → Security → Delete account, or request deletion by emailing us. We complete verified deletion requests within 30 days. Records we are legally required to keep (for example invoices, which Estonian tax law requires us to retain for 7 years) are kept for the mandatory period only.
• Backups — we maintain automated database backups for disaster recovery. Deleted data leaves backup copies as they are overwritten through the normal backup rotation cycle.
• Your data is portable — you can export your information at any time while your account is active (see Section 7), including client records, notes, check-ins, and content, at no charge.

7. Your Rights

If you are located in the EU/EEA, UK, or Switzerland you have the following rights under the GDPR (Articles 15–22). Many of these are also available to users in other regions under local law.

• Right of access (Art. 15) — view the personal information we hold about you
• Right to rectification (Art. 16) — correct inaccurate or incomplete data through your account settings or by contacting us
• Right to erasure / “right to be forgotten” (Art. 17) — delete your account and associated data from Account Settings → Security → Delete account, or by contacting us
• Right to data portability (Art. 20) — download a machine-readable JSON copy of your data from Account Settings → Security → Download my data
• Right to restrict or object to processing (Art. 18, 21)
• Right to withdraw consent (Art. 7) — re-open the cookie banner from your browser settings, or contact us to withdraw consent for any other processing based on consent
• Right to lodge a complaint — with the Estonian Data Protection Inspectorate (Andmekaitse Inspektsioon) at aki.ee, or with your local supervisory authority in the EU/EEA

To exercise any of these rights outside the self-service flows, email support@coachful.co. We respond to verified requests within 30 days.

8. Cookies and Tracking

We use cookies and similar technologies in three categories:

• Strictly necessary cookies — required for the Service to function (sign-in session, CSRF protection, tenant routing, the cookie consent decision itself). These always run.
• Analytics cookies — Google Analytics 4 to measure how the Service is used and improve it.
• Advertising cookies — Google Ads, Meta Pixel, Reddit Pixel, LinkedIn Insight Tag to measure marketing performance and reach prospective customers.

Visitors located in the EU/EEA, the United Kingdom, or Switzerland see a consent banner on their first visit. Analytics and advertising cookies are blocked until you explicitly accept, in line with the ePrivacy Directive and GDPR Article 6(1)(a). You can change your decision at any time by clearing the coachful_consent cookie in your browser, which will cause the banner to reappear.

Visitors outside those regions can manage cookies via their browser preferences.

9. Phone Numbers, SMS & WhatsApp Communications

We may collect your mobile number when you make a booking, register for an event, create an account, or otherwise choose to provide it. Providing a number does not by itself enroll you in SMS or WhatsApp. We use the number for the channel or purpose you separately select.

• Transactional SMS: If you check the SMS consent box, Coachful may send appointment confirmations, reminders, cancellations, and rescheduling updates on behalf of your coach or organization.
• Marketing SMS: Separately, and only if you tick a second, clearly worded marketing consent box, Coachful may send promotional texts on behalf of your coach or organization — offers, program launches, and event invitations. This is a distinct permission: agreeing to appointment texts never enrolls you in marketing texts, and declining marketing never affects your bookings or reminders. Message frequency varies; reply STOP to opt out or HELP for help. Consent is not a condition of purchase.
• WhatsApp: If you separately opt in to WhatsApp, Coachful or your coach may send the WhatsApp communications described at the point of consent.
• Consent evidence: We retain the consent language and version, organization, mobile number, source, date and time, and limited technical evidence such as IP address and user agent to document your choice.

For SMS, message frequency varies and message and data rates may apply. Reply STOP to unsubscribe or HELP for help. Transactional SMS consent is optional, is not a condition of purchase, and does not by itself authorize marketing messages — those require the separate marketing opt-in described above. You may contact support@coachful.co for assistance.

Mobile-number non-sharing statement: 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, excluding vendors and service providers acting solely on our behalf to deliver and support the text messaging service; they may not use that information for their own marketing. All other use and sharing categories described in this policy exclude text messaging originator opt-in data and consent.

We use communications providers, including Twilio for SMS and Meta's WhatsApp Business API for WhatsApp, as processors acting on our instructions. International transfers are protected through our contractual and data-protection arrangements. See our subprocessors disclosures for more information.

We keep mobile contact details and consent evidence while needed to provide the service, honor opt-outs, resolve disputes, and meet legal obligations. Message content must not be used for emergency, crisis, or sensitive clinical communications.

10. Google API Data

Coachful integrates with Google APIs to provide coaching and communication features. Our use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

Google Scopes We Request

Gmail (Email Integration)

• gmail.readonly — Read your email messages to sync coaching-related emails into your Coachful inbox. We only access emails relevant to your coaching communications.
• gmail.send — Send emails on your behalf when you compose and send messages through Coachful's email features (e.g., client outreach, email sequences, broadcast emails).
• userinfo.email — Identify your Google account email address to link your Gmail account to your Coachful profile.

Google Drive (Recording Access)

• drive.readonly — Read-only access to Google Drive to locate and retrieve video call recordings (e.g., Google Meet recordings) for use within Coachful's session review and video analysis features. We do not modify, delete, or create files in your Google Drive.

Google Calendar

• calendar.readonly — Read your calendar events to display your schedule within Coachful and check availability for coaching sessions.
• calendar.events — Create, update, and manage calendar events for coaching sessions booked through Coachful.

How We Use Google Data

• Google data is used only to provide the specific features described above within the Coachful platform.
• We do not use Google data for advertising, market research, or to build user profiles unrelated to Coachful's coaching features.
• We do not sell, rent, or share Google user data with third parties, except as required to provide the Service (e.g., securely storing OAuth tokens to maintain your connection).
• We do not allow humans to read your Google data unless you provide affirmative consent, it is necessary for security purposes, it is required by law, or the data is aggregated and anonymized for internal operations.

Data Storage & Security

• OAuth refresh tokens are stored securely in our database and are encrypted at rest. They are used solely to maintain your authorized connection.
• Email content synced from Gmail is stored in our database to provide inbox features and is accessible only to you and your authorized coaches within your organization.
• Google Drive files are accessed on-demand and are not permanently stored in our systems beyond caching for active session review.
• Calendar data is synced to display scheduling information and is stored only as needed to provide calendar integration features.

Revoking Access

You can disconnect your Google account from Coachful at any time through your account settings. You can also revoke Coachful's access directly from your Google Account permissions page. Upon disconnection, we will stop accessing your Google data and delete stored OAuth tokens.

11. Instagram & Meta Platform Data

Coachful and Guidant integrate with Meta's Instagram Platform API so coaches can build automations (auto-replies to DMs, comment-to-DM funnels, story-reply flows). When a coach connects their Instagram Professional account, we request the following permissions and process the data described below.

Instagram Permissions We Request

• instagram_business_basic — Read the connected account's username, profile picture, and account type to identify the integration.
• instagram_business_manage_messages — Send direct messages on the coach's behalf in response to user-triggered events (incoming DMs, story replies, post comments). Required to deliver the value the coach configured in their automation.
• instagram_business_manage_comments — Read post comments to detect keyword triggers and post public replies (the "Sent you a DM" pattern). Required for comment-to-DM automations.
• instagram_business_content_publish — Used by Coachful's separate content scheduling feature to publish posts. Not used by automations.
• instagram_basic — When a coach connects the Facebook Page linked to their Instagram Professional account, read the Instagram account ID, username, profile details, and media list so the coach can confirm the account and select posts for automations.
• instagram_manage_comments — Through that Facebook Page connection, read comments and mentions on the linked Instagram Professional account and publish coach-configured replies.

Data We Receive From Meta

• Messages and comments addressed to the connected account: received via Meta's webhook system. Used solely to evaluate automation triggers and craft replies.
• Sender Instagram-scoped user ID: opaque identifier required to send a reply DM. Stored for the minimum time needed to enforce the 24-hour messaging window and prevent duplicate sends.
• Long-lived access tokens (60 days): stored encrypted at rest. Refreshed automatically before expiry. Tokens are never returned to client browsers and are deleted upon disconnection.

How We Use Instagram Data

• Instagram data is used only to operate the automations and content features the coach explicitly configures.
• We do not use Instagram data for advertising, training AI models, or building cross-platform user profiles.
• We do not sell, rent, or share Instagram data with third parties beyond what is required to deliver the configured automation (e.g., calling Meta's API to send a DM the coach asked us to send).
• Coaches and their authorized organization members can view automation execution logs, which include the inbound message text and the outbound reply, to debug their flows.

Data Retention & Deletion

• Conversation tracking records (the timestamp of the last inbound message per sender) are kept only as long as needed to enforce Meta's 24-hour messaging policy.
• Automation execution logs are retained for 90 days for debugging and audit, then deleted.
• You can disconnect your Instagram account from the Guidant Connected Accounts panel at any time. We will revoke the integration, stop all webhook subscriptions, and delete stored access tokens.
• To request deletion of all Instagram-related data tied to your IG-scoped user ID, you (or Meta on your behalf) can submit a deletion request to our Data Deletion endpoint at https://app.guidant.app/data-deletion/instagram or email privacy@coachful.co.

By connecting your Instagram account, you acknowledge that data is also processed in accordance with Meta's Privacy Policy.

12. Children's Privacy

Our Service is not intended for children under 16. We do not knowingly collect personal information from children under 16. If we learn we have collected such information, we will delete it promptly.

13. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by email or through the Service. Your continued use after changes indicates acceptance of the updated policy.

14. Contact Us

If you have questions about this Privacy Policy or want to exercise your rights, contact us at privacy@coachful.co