LEGAL · PRIVACY
Privacy Policy
Effective October 7, 2026
This Privacy Policy explains what information Appointiq Lead LLC collects through this website and our intake form, how we use it, who may receive it, and the choices you have. It is written for visitors, prospective clients, and the people who contact us on behalf of a business.
Who we are
Appointiq Lead LLC (“Appointiq Lead,” “we,” “us,” or “our”) is a limited liability company based in Bend, Oregon. We provide remote virtual assistant and administrative support services: email and calendar management, customer replies, data entry, scheduling and coordination, online research, and related back-office help for businesses.
This policy applies to this website and to the intake and contact channels linked from it. It does not cover third-party websites or tools you may reach through links, and it does not replace any written agreement we sign with a client for specific work. If a client agreement contains stricter data-handling terms for the files or accounts we work in, that agreement controls for that work.
Using this website
You can read this website without creating an account or giving us personal information. Information is collected only when you choose to contact us, when your browser sends ordinary technical data needed to deliver a page, or when you use the optional Slot Planner, which runs in your browser to illustrate a sample week and does not transmit your selections until you choose to send a desk request.
The site is intended for business visitors in the United States. It is not designed for use by anyone who cannot lawfully enter into a service contract.
Information we collect
We collect the following categories of information.
- Details you submit. Name, work email address, phone number, business name, preferred contact method, and the description you write of what should land on the board, including the lanes, tools, and weekly volume you expect.
- Slot Planner brief. If you use “Carry brief to desk,” a short text summary of the lanes you toggled and the starting package suggested is added to your message and sent with the form.
- Form-security data. The time of submission, the host name your browser reports as the origin of the request, and a hidden anti-spam field, used to reject automated or abusive submissions.
- Server and browser data. Standard web server records such as IP address, browser type, pages requested, and timestamps, which our hosting provider may generate when delivering the site.
- Correspondence. Emails, calls, and messages exchanged with us about your inquiry.
We do not ask for payment card numbers, government identifiers, passwords, or health information through this website. Please do not include them in the form. If a request needs account access, we will agree a secure method with you in writing before work starts.
Cookies and similar technologies
This website does not use advertising cookies or third-party analytics trackers. A temporary session cookie may be set by our server when you submit the form so the request can be processed. Our Cookie Notice describes these items in more detail and explains how to control them in your browser.
How we use information
We use the information above for the following purposes:
- To respond to inquiries, propose a board of lanes and hours, and prepare a scope or quote.
- To schedule calls, deliver the services you request, and send status notes and invoices once a client relationship begins.
- To keep the website and intake form secure, and to detect spam, fraud, and misuse.
- To maintain business records, comply with tax, accounting, and legal obligations, and enforce our agreements.
- To review how the website and intake process work so we can make them clearer.
We do not use your inquiry details for automated decision-making that produces legal effects about you, and we do not use the content of client accounts or files for any purpose other than performing the work you asked us to do.
Client files, accounts, and credentials
When we begin paid work, you may give us access to an inbox, calendar, spreadsheet, CRM, or shared folder. We use that access only for the lanes and tasks in the agreed scope. We ask clients to grant the narrowest permissions practical, to use separate delegated access where a tool supports it, and to revoke access when an engagement ends. We do not need, and ask you not to send, passwords by plain email.
You remain responsible for confirming that you have the right to share the data we will touch, including information about your own customers, staff, and contacts, and for giving any notices those people are entitled to receive from you.
How we share information
We do not sell personal information, and we do not share it for third-party advertising. We may share information only in these situations:
- Service providers that host the website, deliver email, store business records, or process payments for us, and only to the extent they need it to perform those services for us.
- Professional advisers such as accountants or legal counsel, under duties of confidentiality.
- Legal and safety reasons where disclosure is required by law, subpoena, or court order, or is reasonably necessary to protect rights, property, or safety.
- Business transfers if Appointiq Lead LLC is involved in a merger, sale of assets, or similar transaction, in which case we will require the recipient to honor this policy for existing data.
- With your direction, for example when you ask us to forward details to a colleague or vendor.
Third-party services
This website loads typefaces from Google Fonts. When your browser requests them, Google may receive technical information such as your IP address and browser details under its own privacy terms. The site may also link to external tools or sites; we are not responsible for how those parties handle data, so please review their policies before you submit information to them.
When we work inside your tools (for example, your email or calendar platform), the provider of that tool processes data under your account and your agreement with that provider, not under this policy.
Data retention
We keep inquiry records for as long as needed to answer you and maintain a normal business relationship. If an inquiry does not lead to an engagement, we generally delete or archive it within a reasonable period after the conversation ends. For clients, we keep engagement records, invoices, and correspondence for as long as the relationship continues and for the periods required for tax, accounting, and dispute-resolution purposes afterward.
Working copies of client materials that we hold outside your own accounts are removed or returned at the end of an engagement on request, subject to any records we must legally keep.
Security
We use reasonable administrative, technical, and organizational measures to protect information, including limiting access to people who need it, using form validation and spam controls, and asking clients to use delegated or scoped access. No method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security. If we learn of a breach that affects personal information we hold, we will notify affected parties and regulators as required by applicable law.
Your rights and choices
Depending on where you live, you may have rights over personal information we hold about you. In general, you can ask us to:
- confirm whether we hold information about you and give you a copy;
- correct information that is inaccurate or out of date;
- delete information we no longer need, subject to records we must keep by law or for legitimate business reasons;
- stop contacting you for follow-up about an inquiry.
To make a request, write to the contact details below. We may need to verify your identity first, and we will explain if we cannot fully act on a request. Residents of states with consumer privacy laws may have additional rights, and we will honor those rights as they apply to our activities. You may also decline to provide information, although we may then be unable to respond to your inquiry.
Children’s privacy
Our services are for businesses and are not directed to children. We do not knowingly collect personal information from anyone under 16. If you believe a child has sent us information, contact us and we will delete it.
International visitors and data location
Appointiq Lead LLC operates from the United States, and information submitted through the website is processed and stored in the United States and any other location where our service providers operate. If you contact us from outside the United States, you understand that your information will be transferred to and handled in the United States, whose data-protection laws may differ from those in your country.
Changes to this policy
We may update this Privacy Policy as our services, website, or legal requirements change. The effective date at the top of the page shows when it was last revised (October 7, 2026). If we make a material change, we will post the updated policy here and, where we have an active client relationship, tell you directly. Continued use of the website after an update means you accept the revised policy.
Governing law
This policy is governed by the laws of the State of Oregon and applicable United States federal law, without regard to conflict-of-law rules. Nothing in this policy limits rights you hold under mandatory consumer-protection or privacy laws that apply to you.
Contact
Questions about this page, or requests related to it, can be sent to us at:
Appointiq Lead LLC
70 SW Century Dr, Bend, OR 97702, United States
global@appointiqlead.com
+1 (309) 870-0213
We read written requests during ordinary business hours, which are by appointment in Pacific Time. We aim to reply within a reasonable period and will tell you if we need more information to verify who you are or what you are asking for.