1. Definitions
- “We,” “Us,” “Our,” refers to ChatBizSol.
- “You,” “Customer,” “Client,” refers to the individual or business using our services.
- “Services” refers to the web design, ecommerce, WhatsApp CRM, SmartBio, community platform, SEO, website analytics, website care, consultation and other digital solutions provided by ChatBizSol.
- “Consumer” refers to individuals purchasing services for personal use, as defined under UK consumer law.
2a. Services
ChatBizSol offers digital services including, but not limited to:
- Website Design & Development
- Ecommerce
- WhatsApp CRM Solutions
- SmartBio
- GDPR-Compliant Self-Hosted Community Platforms
- SEO Optimisation
- Website Analytics
- Website Care
- Consultation
The scope of services provided will be defined in the contract between us and the customer.
2b. Service Continuity and Discontinuation
ChatBizSol provides services, not lifetime products or perpetual service guarantees.
While we aim to maintain and support our services on an ongoing basis, ChatBizSol reserves the right to modify, replace, or discontinue any service, or support for a service, at its discretion.
Where a service is to be discontinued, ChatBizSol will provide customers with no less than ninety (90) days’ prior notice, where reasonably practicable.
This notice period is intended to give customers sufficient time to:
Make alternative arrangements
Secure replacement services
Transition away from the affected service in an orderly manner
Following the end of the notice period, access to the discontinued service and any associated support will cease. No further obligations shall remain beyond this point, except where required by applicable law.
2c. Communication and Data Handling
At ChatBizSol, we prioritise structured, documented communication to ensure clarity, fairness, and regulatory compliance.
To maintain accurate project records and safeguard personal data:
All enquiries must be submitted in writing via WhatsApp message, WhatsApp Landing Page or through our contact form.
Voice and video calls are not monitored unless formally scheduled.
Written communication ensures appropriate documentation of scope, consent, and agreed deliverables.
This structured approach supports:
Transparency in service delivery
Proper record-keeping
GDPR-aligned data handling
Fair and consistent treatment of all clients
For advisory or structured discussion, consultations may be booked.
By engaging ChatBizSol, you acknowledge this communication framework.
3. Pricing, Payment & Refunds
Pricing: Prices are listed on our website or provided in a custom quotation. Prices are in GBP (£) and may include VAT where applicable.
Advance Payment & Milestones: Some services will require advance payment based on specific project milestones. These milestones and payment schedules will be agreed upon before work begins.
Prepaid Subscription: Prepaid subscriptions, such as annual or quarterly plans, are billed in advance and are non-refundable after the 14-day cooling-off period or if you have requested immediate commencement of service. You may cancel at any time to prevent renewal at the next billing cycle, but no partial or pro-rata refunds will be issued for unused time after the cooling-off period expires.
Payment Methods: We accept payments via Stripe and other accepted payment gateways as specified on our website.
Invoicing: Invoices will be generated upon reaching milestones or as agreed. Payment is due within 14 days unless otherwise stated.
Late Payments: Late payments may incur interest charges in accordance with UK law. We may suspend or terminate services for overdue payments.
4. Account Creation and Access
The terms regarding account creation, access rights, security responsibilities, and termination conditions will be specified in your individual service agreement. The level of access granted may vary depending on the service you have contracted with us.
5. Prohibited Activities
We comply with Stripe’s strict terms; we cannot serve businesses falling under Stripe’s prohibited or restricted categories.
For more information on what constitutes a prohibited or restricted business, please refer to Stripe’s documentation: Stripe Restricted Businesses.
6. Cooling-Off Period (Consumer Rights)
In accordance with the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, consumers have the right to cancel a service contract made online, by telephone, or by mail within 14 calendar days of entering into the agreement.
Right to Cancel: If you enter into a service agreement with us as a consumer, you have the right to cancel your contract within 14 days of the date it was formed. No reason is required for cancellation.
How to Cancel: To exercise your right to cancel, you must inform us clearly—either by emailing hello@chatbizsol.com, using the cancellation form provided below, or sending a written statement declaring your decision to cancel.
Services Commencing During the Cooling-Off Period: If you explicitly request that we begin providing services during the 14-day cooling-off period (e.g. through written confirmation or checkbox agreement), you acknowledge the following:
- You will be charged proportionally for any work already completed up to the point of cancellation.
- If the service is fully performed during the cooling-off period (e.g. your SmartBio is completed or your WhatsApp CRM is activated), you waive your right to cancel.
This waiver is valid under Regulation 36 of the Consumer Contracts Regulations 2013, where immediate service delivery is requested by the consumer.
- Exemptions: The 14-day cooling-off period does not apply to services purchased for business purposes (B2B).
- It also does not apply once a digital service has been fully performed within the cooling-off period, following your request for early commencement.
7a. How Our Pricing Works
At ChatBizSol, we price our services based on complexity, responsibility, and the value delivered — not simply the time taken.
Some tasks are quick and straightforward. Others require deeper thinking, planning, and experience built over many years. Pricing purely by the hour does not always reflect that difference.
For this reason, most of our services are offered as clearly defined packages, structured by level of complexity and outcome.
This approach allows us to:
Be transparent from the outset
Set clear expectations and deliverables
Focus on results, not clock-watching
For smaller or undefined tasks, we also offer an hourly rate where this is the fairest option.
In every case, we aim to recommend the pricing approach that best fits the work required — and the client’s needs.
7b. Cancellation and Refund Policy
- Consumer Contracts: If you cancel within the 14-day cooling-off period and no work has commenced, you are entitled to a full refund. If any portion of the service has been delivered before cancellation, a proportional charge will apply for work completed. Refunds will be issued within 14 days of receiving your cancellation request. If you explicitly requested that services begin during the cooling-off period and the service has been fully performed, you waive your right to cancel under UK law.
- Business Contracts (B2B): The statutory 14-day cooling-off period does not apply to services purchased for business purposes. Cancellations and refunds for business clients are subject solely to the terms outlined in the agreed service contract or statement of work.
- Prepaid Subscriptions: All annual, monthly or quarterly subscription payments are billed in advance. Customers may cancel their subscription to prevent future renewals, but no refunds (full or partial) will be issued for any unused portion once the 14-day cooling-off period has expired or been waived by requesting immediate service commencement.
- Refund Processing & Transaction Fees: Refunds will be issued to the original payment method within 14 days of confirmation of eligibility. Please note: third-party payment processing fees (e.g., from Stripe or PayPal) are non-refundable and will be deducted from the total refunded amount, unless the refund is due to an error or fault on our part.
8. Service Delivery
- Completion Times: Estimated completion times for our services will be agreed upon before the project begins. Delays caused by incomplete information from the client or additional change requests may extend the timeline.
- Revisions: A specified number of revisions (as outlined in the contract or service agreement) may be included in your package. Additional revisions beyond this may incur additional charges.
- Client Responsibilities: You agree to provide all necessary materials, feedback, and access required for us to deliver the services. Delays in receiving these may affect the agreed delivery schedule.
9. Data Protection & GDPR Compliance
ChatBizSol is committed to protecting your personal data and ensuring compliance with the UK GDPR.
- Data Collection: We only collect and use personal data that is necessary for providing our services. This may include your name, contact details, and any other information necessary for the completion of your project.
- Data Retention: We retain your data for as long as necessary to fulfil the purposes for which it was collected, including legal, accounting, or reporting requirements.
- Your Rights: You have the right to access, correct, or delete any personal data we hold about you. You can exercise these rights by contacting us at hello@chatbizsol.com.
10. Intellectual Property
- Ownership: Ownership transfers upon full payment unless specified otherwise. Third-party licenses remain subject to their terms.
11. Limitation of Liability
- Our services are provided “as-is.” Liability is capped at the amount paid for the services, to the extent permitted by law.
12. Dispute Resolution
These Terms are governed by English law. We encourage informal resolution first. Failing that, ADR or mediation/arbitration may apply. Contact The Ombudsman Service for unresolved disputes.
Alternative Dispute Resolution (ADR): If a dispute cannot be resolved through informal negotiation, consumers may opt for Alternative Dispute Resolution (ADR) as an alternative to court proceedings. ADR allows disputes to be resolved in a cost-effective and timely manner.
ChatBizSol is committed to seeking a resolution through a certified ADR provider. In the case of an unresolved dispute, you may contact:
Name: The Ombudsman Service
Website: https://www.ombudsman-services.org
Email: enquiries@ombudsman-services.org
Telephone: 0330 440 1614If the dispute is not resolved through ADR, you may still have the right to bring legal action before the courts.
Mediation/Arbitration: In cases where ADR is not chosen or successful, either party may opt for mediation or arbitration, which can be arranged in accordance with UK Arbitration rules. Arbitration decisions will be binding on both parties.
13. Changes to These Terms
We reserve the right to update Terms without prior notice. It is your responsibility to review them periodically.
14. Miscellaneous
If any provision is invalid, the remaining provisions continue in effect. These Terms and any agreements represent our entire agreement. Rights cannot be assigned without consent.
15. Community Hub
This section applies when you register for or use the ChatBizSol Community Hub at communityhub.chatbizsol.com (the “Community Hub”). It applies in addition to the rest of these Terms. By creating a Community Hub account, you agree to it.
15.1 About the Community Hub
The Community Hub is an online community for ChatBizSol clients and customers. Members can create a profile, take part in forum discussions, share text, images, video and other media, and join groups. Access is provided at our discretion and may be linked to your use of our Services. Where a fee applies, sections 3, 6 and 7 of these Terms also apply.
15.2 Who can join
- You must be at least 18 years old to create an account.
- The Community Hub is intended for ChatBizSol clients, customers and people we invite. We may accept or decline any registration.
- Each account is for one named person. If you join on behalf of a business, you confirm you are authorised to do so.
- You must give accurate registration details and keep them up to date.
15.3 Your account
You are responsible for keeping your login details secure and for activity on your account. Do not share your account or let anyone else use it. Tell us at hello@chatbizsol.com straight away if you think someone has accessed your account without permission.
15.4 Your profile
Your profile, display name, photo and posts are visible to other logged-in members, and some may be visible more widely where a space is set to public. Only add information you are happy for other members to see. Please do not include sensitive personal information, such as health details or financial information, in your profile or posts.
15.5 Content you post
- You keep ownership. Anything you post, upload or share (“Member Content”) remains yours.
- Licence to us. You give us a non-exclusive, royalty-free licence to host, store, display, copy (including for backups), resize, compress and remove your Member Content, solely to run, secure and improve the Community Hub. This licence ends when your content is deleted, except for copies held in routine backups for a limited period and content other members have already quoted or replied to.
- Your responsibility. You are responsible for your Member Content. You confirm you own it or have permission to share it, and that it does not break these Terms or the law.
- Uploads. File types and sizes may be limited. Do not upload files containing malicious code. We may compress, resize or remove files to keep the platform running well.
- Other members’ content. Do not copy or share other members’ content outside the Community Hub without their permission.
15.6 Community rules
You must not use the Community Hub to post, share or do anything that:
- is illegal, or promotes or helps with illegal activity, including fraud, terrorism, child sexual abuse material or the sale of illegal items;
- harasses, bullies, threatens or intimidates anyone;
- is hateful or discriminatory, including on the basis of race, religion, sex, sexual orientation, gender identity, disability or age;
- is sexually explicit, violent or graphic;
- shares anyone’s personal information without their consent;
- infringes anyone’s copyright, trade marks or other rights;
- impersonates another person or business, or misrepresents your connection to anyone;
- is spam, chain messages or unsolicited advertising, except in spaces where we allow promotion;
- contains viruses or harmful code, or tries to gain unauthorised access to the Community Hub, other accounts or our systems;
- scrapes, harvests or bulk-collects data from the Community Hub by automated means; or
- disrupts the Community Hub or other members’ use of it.
Please be respectful, keep discussions relevant to the space you are posting in, and disagree with ideas rather than people.
15.7 Groups and spaces
Some groups and spaces have their own rules, set by us or by members we appoint as moderators. You must follow those rules as well as these Terms. Content shared in a private group must not be shared outside that group without the author’s permission. Moderators act on our behalf and may remove content or members from a group in line with these Terms.
15.8 Private messages and live chat
Where messaging or live chat is available, these Terms apply to it in the same way as public posts. We do not routinely read private messages. We may review them if they are reported to us, if we reasonably suspect a breach of these Terms, or if the law requires it.
15.9 Reporting content and concerns
If you see content you believe is illegal, harmful or against these Terms, please report it using the report option on the post or profile, or email hello@chatbizsol.com with a link to the content and a short explanation. We will review reports as quickly as we reasonably can. We will remove illegal content promptly once we are aware of it, and may report it to the police or other authorities where appropriate.
15.10 How we moderate
If we reasonably believe content or behaviour breaks these Terms or the law, we may:
- edit, hide or remove the content;
- give you a warning;
- restrict features on your account, such as posting or messaging;
- remove you from a group; or
- suspend or close your account.
We will act in proportion to the issue. Where we take action against you, we will normally tell you why, unless the law prevents us or doing so could put someone at risk. We only take action in line with these Terms.
15.11 Complaints and appeals
If you disagree with a moderation decision affecting you or your content, or want to complain about how we run the Community Hub, email hello@chatbizsol.com with “Community Hub complaint” in the subject line. Include what happened and the outcome you are looking for. We will acknowledge your complaint, review it fairly and tell you the outcome. Section 12 of these Terms also applies.
15.12 Your data
Community Hub data is stored and processed within our own WordPress installation, rather than on a third-party community platform. Our Privacy Policy explains what personal data we hold, why, how long we keep it and your rights under UK GDPR. You must not use the Community Hub to collect other members’ personal data for your own purposes, including marketing.
15.13 Member content and advice
Member Content reflects the views of the member who posted it, not ChatBizSol. We do not check every post and do not endorse Member Content. Any guidance we or other members give in the Community Hub is general information. It does not create a service agreement and is not a substitute for advice tailored to your business. Specific work is provided only under a separate agreement for our Services.
15.14 Availability, links and changes
We aim to keep the Community Hub available but cannot guarantee it will always be uninterrupted or error-free. We may carry out maintenance, add or remove features, or change how it works. Links and embedded content from other websites are provided for convenience; we are not responsible for third-party sites. If we decide to close the Community Hub, section 2b of these Terms applies and we will give members reasonable notice so they can save their own content.
15.15 Liability
We are not responsible for Member Content or for the actions of other members, on or off the Community Hub. To the extent permitted by law, our liability arising from the Community Hub is limited as set out in section 11. Nothing in these Terms limits or excludes our liability for death or personal injury caused by our negligence, for fraud or fraudulent misrepresentation, or for anything else that cannot be limited or excluded by law. If you are a consumer, your statutory rights are not affected.
15.16 Leaving the Community Hub
You can close your account at any time from your account settings or by emailing hello@chatbizsol.com. When your account is closed, your profile is removed and your Member Content is deleted or anonymised as described in our Privacy Policy. Replies other members have made to your posts may remain, with your name removed. Sections 15.5 (licence for backups and quoted content), 15.13 and 15.15 continue to apply after your account closes.
15.17 How this section fits with the rest of these Terms
If anything in this section conflicts with the rest of these Terms, this section applies to your use of the Community Hub. Your agreement for any paid Services is governed by the rest of these Terms and your service agreement. These Terms are governed by English law, as set out in section 12.
16. Portal Purchases
This section applies when you buy products, services, subscriptions or memberships through the ChatBizSol Portal at portal.chatbizsol.com (the “Portal”). It applies in addition to the rest of these Terms. If anything in this section conflicts with the rest of these Terms, this section applies to your Portal purchase.
16.1 Your order and agreement
- The product page and your order confirmation together form the agreement for what you have bought. They set out what is included, the expected delivery time and any revisions. Where other sections of these Terms refer to your contract or service agreement, for Portal purchases this means the product page and your order confirmation.
- Your contract with us starts when we send your order confirmation by email.
- We may decline or cancel an order before work starts, for example if a product was listed in error or your business falls within section 5. If we do, we will refund anything you have paid in full.
16.2 Your Portal account
You need a Portal account to buy and manage purchases. Your dashboard is where you access purchases, view invoices and manage or cancel subscriptions. Keep your login details secure; you are responsible for activity on your account.
16.3 Prices and currency
- Prices are set in pounds sterling (GBP) and include any VAT that applies.
- The Portal can display prices in US dollars or euros for convenience. You will be charged in the currency shown at checkout. Any conversion or overseas transaction fees charged by your bank or card provider are your responsibility.
- We may change prices at any time. A price change does not affect an order we have already confirmed. Subscription price changes are covered in section 16.6.
16.4 Ways to pay
Depending on the product, you can pay:
- in full at checkout;
- by subscription, billed in advance each month, quarter or year; or
- by instalment plan, with a down payment at checkout and the balance in later instalments.
All payments are processed securely by Stripe or another payment provider named at checkout. We do not store your full card details.
16.5 Instalment plans
- An instalment plan lets you spread the full price of a product into parts. It is not a subscription and does not end the agreement if you stop paying.
- You pay the down payment at checkout. The remaining instalments are taken automatically from the same payment card on the dates shown at checkout and in your order confirmation.
- We do not charge interest or fees for paying by instalments. The total you pay is the same as the full price.
- We start work once the down payment has been received. Ownership of the finished work passes to you once all instalments are paid, in line with section 10.
- If an instalment payment fails, we will let you know and try the payment again. If it is still unpaid 7 days after the due date, we may pause work or suspend the delivered service until the payment is made.
- If you cancel within the 14-day cooling-off period under section 6, we will refund the down payment, less a proportionate charge for any work already carried out at your request, and no further instalments will be taken.
- Once the service has been fully delivered, all remaining instalments stay payable.
16.6 Subscriptions
- Subscriptions, including WhatsApp CRM plans, Premium Membership and CRM Video Tutorials, renew automatically at the end of each billing period until you cancel.
- You can cancel at any time from your dashboard. Cancellation stops the next renewal; you keep access until the end of the period you have paid for. Refunds are covered in section 7b.
- We will give you at least 30 days’ notice of any price change before it applies to your next renewal, so you can cancel first if you wish.
- If a renewal payment fails, we will let you know and try the payment again. If it is still unpaid after 7 days, we may suspend access until payment is made.
- An active WhatsApp CRM subscription includes Premium Membership at no extra cost. Premium Membership access through a CRM plan ends when that plan ends.
16.7 Digital content
Premium Membership, video tutorials and downloadable resources are digital content. At checkout, we will ask you to consent to immediate access and to acknowledge that, once access begins, you lose your right to cancel within the 14-day cooling-off period. We will confirm this in your order confirmation. If you would rather keep your cancellation right, contact us before buying and we will start your access once the 14 days have passed.
16.8 Services that start straight away
For services such as SmartBio, Branded Web App, customisation and setup work, we will ask at checkout whether you want us to start during the 14-day cooling-off period. If you do, section 6 applies: you pay for work done before you cancel, and you lose the right to cancel once the service is fully delivered.
16.9 WhatsApp CRM add-ons
- Add-ons such as additional agents, additional widgets, custom agent assignment, brand customisation and form creation need an active WhatsApp CRM subscription.
- Add-ons that change how your CRM works stop working if your subscription ends. One-off add-on fees are not refunded because a subscription has ended, unless we ended it without cause.
- One-off setup and customisation work is a service: once it has been fully delivered, it is not refundable.
16.10 AI-powered products
The Custom-Trained Bot FAQ Assistant and AI-Powered FAQ Creation use artificial intelligence to draft content and answer questions.
- AI can produce answers that are incomplete, out of date or wrong. You must review and approve FAQs and bot responses before they go live with your customers.
- You are responsible for the information you give us to train or prompt the AI, and for what your bot tells your customers.
- Do not use these products to give medical, legal, financial or other regulated advice without qualified human review.
- Only provide personal data in training material where it is genuinely needed.
- For time-limited products (for example 2, 4 or 6 weeks), refinement and support end when the paid period ends.
16.11 WhatsApp CRM: your responsibilities and your data
Your responsibilities
- You must have a lawful basis, including consent where the law requires it, before sending marketing messages or campaigns to your contacts. This includes the Privacy and Electronic Communications Regulations in the UK and equivalent laws where your contacts are based.
- You must follow the WhatsApp Business terms and Meta’s policies. Meta may restrict or ban a WhatsApp number for breaches of its policies; we cannot reverse Meta’s decisions and are not responsible for them.
- Any messaging fees charged by Meta are your responsibility unless your plan says otherwise.
Your data
You are the controller of the personal data of your contacts and customers held in the CRM. We process it on your behalf as your processor. The WhatsApp CRM is hosted within the European Union, where the EU GDPR applies. Transfers between the UK and the EU are covered by the UK’s and the EU’s data adequacy arrangements. As your processor, we will:
- process your CRM data only on your documented instructions, which include using the CRM as intended and these Terms;
- make sure anyone with access to it is bound by confidentiality;
- keep appropriate technical and security measures in place;
- use only the sub-processors listed in our Data Processing Schedule, and tell you before adding or replacing one;
- help you respond to requests from your contacts exercising their data rights;
- tell you without undue delay after becoming aware of a personal data breach affecting your CRM data;
- delete or return your CRM data when your subscription ends, at your choice, unless the law requires us to keep it; and
- give you the information you reasonably need to show we meet these obligations.
Full details, including the types of data processed and our sub-processors, are set out in our Data Processing Schedule, which forms part of these Terms. How we handle your own personal data as our customer is covered in section 9 and our Privacy Policy.
16.12 Delivery and your input
Delivery times on the product page start once we have the information and access we need from you. If we have not received what we need within 60 days of your order, we will contact you. If we still cannot proceed, we may close the order and refund any amount paid for work not yet carried out.
16.13 How this section fits with the rest of these Terms
The rest of these Terms continue to apply to Portal purchases, including the cooling-off rights in section 6, refunds in section 7b, ownership in section 10, liability in section 11 and governing law in section 12. If you are a consumer, nothing in this section affects your statutory rights.
17. Contact Information
If you have any questions or concerns about these Terms, please contact us at
ChatBizSol
Email: hello@chatbizsol.com
Website: https://www.chatbizsol.com
Cancellation Form Template
(If you wish to cancel your contract, you may use this form)
To: ChatBizSol
Email: hello@chatbizsol.com
I hereby give notice that I cancel my contract for the provision of services as follows:
[Insert details of services here]
Name:
Address:
Date:
Schedule 1: WhatsApp CRM Data Processing Schedule
This Schedule forms part of these Terms. It applies to personal data we process on your behalf when you use the ChatBizSol WhatsApp CRM. In this Schedule, “Data Protection Law” means the UK GDPR, the Data Protection Act 2018 and, where it applies, the EU GDPR. “CRM Data” means the personal data held in or passing through your WhatsApp CRM account.
1. Roles
You are the controller of CRM Data and decide why and how it is used. We are your processor and process CRM Data only to provide the WhatsApp CRM to you. If anything in this Schedule conflicts with the rest of these Terms, this Schedule applies to the processing of CRM Data.
2. Details of the processing
- Subject matter: providing the WhatsApp CRM and any related add-ons, setup or support you have bought.
- Duration: for as long as you have an active WhatsApp CRM subscription, plus the export and deletion periods in paragraph 8.
- Nature of processing: hosting, storing, organising, displaying, transmitting messages through the WhatsApp Business Platform, backing up, retrieving for support when you ask, and deleting.
- Purpose: to let you manage conversations, leads, campaigns, forms and FAQs with your contacts.
- Types of personal data: names, phone numbers, WhatsApp profile names, message content and media, form submissions, notes and tags you add, campaign and message history, consent records, and the names and login details of your agents.
- Data subjects: your customers, leads and other contacts, and your staff or agents who use the CRM.
- Special category data: the CRM is not designed for health, religious or other special category data. Only process it in the CRM if you have a lawful basis and it is genuinely necessary.
3. Our obligations
We will:
- process CRM Data only on your documented instructions, including these Terms and your use of the CRM’s features, unless the law requires otherwise (in which case we will tell you first, unless the law prevents it);
- tell you if we believe an instruction breaks Data Protection Law;
- make sure everyone authorised to access CRM Data is bound by confidentiality;
- keep, and require our CRM Platform Provider to keep, appropriate technical and organisational security measures in place to protect CRM Data;
- not use CRM Data for our own purposes, including marketing, and never sell it; and
- give you the information you reasonably need to show we meet this Schedule.
4. Sub-processors
The WhatsApp CRM runs on a software platform provided by a specialist company based in the European Union (our “CRM Platform Provider”), which hosts CRM Data on servers within the EU. You authorise us to use the following sub-processors:
- Chathwith.io, Spain: provides, hosts and maintains the CRM platform, including storage and backups of CRM Data.
- Meta Platforms Ireland Limited, Ireland: the WhatsApp Business Platform, which carries messages between you and your contacts.
- Sub-processors used by our CRM Platform Provider, such as its hosting and infrastructure suppliers, as listed by our CRM Platform Provider. We will give you a copy of that list on request.
We will give you at least 30 days’ notice by email before adding or replacing a sub-processor. If you object on reasonable data protection grounds and we cannot resolve your concern, you may end your WhatsApp CRM subscription before the change takes effect and we will refund any prepaid amount for the unused period. We will put a written contract in place with each sub-processor giving equivalent protection, and we remain responsible to you for their performance.
5. Where CRM Data is stored
CRM Data is hosted by our CRM Platform Provider within the European Union, where the EU GDPR applies. We access it from the United Kingdom to provide and support the service. Transfers between the UK and the EU rely on the UK’s adequacy regulations for the European Economic Area and the European Commission’s adequacy decision for the UK. Meta may process messages in other countries under the transfer safeguards in its own WhatsApp Business terms.
6. Helping you
Taking into account the nature of the processing, we will:
- pass on to you within 5 working days any request we receive directly from one of your contacts to exercise their data rights, and help you respond to it;
- help you with data protection impact assessments and consultations with a regulator where they relate to the CRM; and
- tell you without undue delay, and where possible within 48 hours, after becoming aware of a personal data breach affecting CRM Data, giving you the information we have so you can meet your own reporting duties.
7. Audits
We will answer reasonable written questions about how we protect CRM Data. If you need more, you may audit our compliance with this Schedule on at least 30 days’ written notice, no more than once a year (unless a regulator requires it or after a personal data breach), at your own cost and in a way that does not affect other clients’ data or confidentiality.
8. When your subscription ends
You can export your CRM Data for 30 days after your subscription ends. After that, we will delete CRM Data from the live system within a further 30 days, unless the law requires us to keep it. Copies in backups are deleted as backups are overwritten, in line with our CRM Platform Provider’s backup schedule. If you ask us in writing before your subscription ends, we will return CRM Data to you in a commonly used format instead.
9. Your obligations
You must:
- have a lawful basis for the CRM Data you collect and the messages you send, including consent for marketing where the law requires it;
- tell your contacts how you use their data, including that you use a CRM provider, in your own privacy notice;
- make sure your instructions to us comply with Data Protection Law; and
- keep your agents’ login details secure and remove access for anyone who leaves your business.
10. Liability
Each party’s liability under this Schedule is subject to section 11 of these Terms, to the extent permitted by law. Nothing in this Schedule limits either party’s responsibilities to data subjects or regulators under Data Protection Law.