Privacy Policy

Effective Date: September 20, 2024
Last Updated: November 22, 2024

POS Advisor Direct (“we,” “us,” or “our”) is committed to protecting your privacy and ensuring the security of your personal and business information. This Privacy Policy outlines how we collect, use, and protect your data when you engage with our services, including payment processing, merchant services, scheduling tools, and related support. By using our services, you consent to the practices described in this Privacy Policy.


Information We Collect

  1. Personal Information

    • Name, job title, and company name
    • Contact details (email address, phone number)
    • Payment and billing details (e.g., payment methods, invoices)
  2. Business Information

    • Transaction data, including sales volumes and processing details
    • Business operation details (e.g., POS system configurations, scheduling preferences)
  3. Non-Personal Information

    • Website usage data collected via cookies (e.g., IP address, browser type, session duration)
  4. Third-Party Integrations

    • Data exchanged with third-party services you use, such as POS systems, scheduling software, or e-commerce platforms

How We Use Your Information

  1. Service Delivery

    • To set up and manage your payment processing, scheduling, and merchant services accounts
    • To process payments and facilitate transactions
  2. Business Operations

    • To analyze system performance and improve services
    • To customize solutions based on your business needs
  3. Communications

    • To send system updates, account notifications, and invoices
    • To deliver promotional materials, new offerings, and relevant insights
  4. Legal Compliance and Security

    • To comply with regulatory requirements, including PCI DSS compliance
    • To detect and prevent fraud or security breaches

Data Sharing and Disclosure

We do not sell or rent your personal or business information. However, we may share your data under the following circumstances:

  1. Service Providers

    • With trusted partners who assist in delivering our services (e.g., payment gateways, customer support tools)
  2. Legal and Regulatory Requirements

    • When required to comply with applicable laws, regulations, or government orders
  3. Business Transactions

    • In connection with a merger, acquisition, or sale of company assets, your information may be transferred

Data Security

We implement strict measures to safeguard your information, including:

  • Data encryption during transmission and storage
  • Regular audits of security protocols
  • Access controls to limit access to sensitive information

While we take all reasonable precautions to secure your data, no system is completely invulnerable to breaches.


Cookies and Tracking Technologies

We use cookies and similar technologies to:

  • Monitor website performance
  • Improve user experience
  • Analyze traffic and usage patterns

You may adjust your browser settings to limit cookies, but this may affect website functionality.


Your Rights

Depending on your location, you may have the following rights regarding your personal data:

  1. Access and Correction

    • Request access to or correction of your information
  2. Opt-Out of Marketing Communications

    • Opt out of receiving promotional emails or text messages by using the “unsubscribe” link or replying “STOP” to text messages
  3. Data Deletion

    • Request the deletion of your data where permissible by law
  4. Data Portability

    • Request a copy of your data in a commonly used, machine-readable format

A2P Messaging Compliance

  1. Consent for Messaging

    • By providing your contact information, you consent to receiving text messages (SMS/MMS) and emails regarding:
      • Service updates and transaction notifications
      • Promotional offers and marketing campaigns
  2. Opt-Out Options

    • To stop receiving promotional messages, reply “STOP” to text messages or use the “unsubscribe” link in emails.
    • Opting out will not affect service-related messages necessary for your account management.
  3. Message Frequency and Rates

    • Message frequency may vary based on service and marketing activities.
    • Standard carrier messaging and data rates may apply, as determined by your mobile service provider.
  4. Data Use for Messaging

    • Information collected via A2P messaging is stored securely and used only for communication purposes outlined here.

Third-Party Services

Our services may integrate with or link to third-party providers, such as payment gateways or scheduling tools. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before use.


Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on our website with the updated “Effective Date.” Your continued use of our services indicates your acceptance of the updated policy.


Contact Us

If you have any questions about this Privacy Policy or our practices, please contact us:

POS Advisor Direct
Phone: (469) 715-3088
Email: Support@posadvisordirect.com

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