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  • 3.10.11 The Plan Genius Widget has been released as a WordPress plugin!
  • 1.17.11 New Year, New Site Look and Feel!
  • 11.15.10 Your customized appointment calendar just got better. Now featuring Google Sync!
  • 10.23.10 New email templates added. Log in now to access our fun new styles.
  • 10.07.10 PlanGenius announces Free 60 day trial with every paid account sign up!

Grow your customer base quickly...

Plan Genius offers you a user and budget friendly solution to manage your business easily online. With email marking, online appointment scheduling and customer information solutions you can save yourself time and money and work more efficiently.

Increase your business’s IQ with our professional, versatile and customizable client management software. Keep in touch with your customers and let them work for you, from online appointment scheduling to professional e-mail newsletters...

Featured Services

Appointment Scheduler
Do you use an appointment book to track your business? Spend less time on the phone and more time making money! A full-featured and easy to use calendar and appointment book all in one place.

Contact Form
Managing contacts and creating new business couldn’t be easier! A fully customizable “widget” to place on your existing website makes it only a few clicks away.

Customer Database
Store and manage your customer’s most vital information all in one simple and easy location; use it to manage your customer relations and to cater to your customer’s wants and needs.

Email Marketing
Get more business in only minutes! Engage your customers, organize mass emails, push your business! Professionally designed, easy to use templates for all of your e-mail marketing needs.

Privacy Policy

Download Privacy Policy to read offline

What information do we collect?

We collect information from you when you register on our site, subscribe to our newsletter or fill out a form.

When ordering or registering on our site, as appropriate, you may be asked to enter your: name, e-mail address, mailing address, phone number or credit card information. You may, however, visit our site anonymously.

What do we use your information for?

Any of the information we collect from you may be used in one of the following ways:

  • To personalize your experience (your information helps us to better respond to your individual needs)
  • To improve our website (we continually strive to improve our website offerings based on the information and feedback we receive from you)
  • To improve customer service (your information helps us to more effectively respond to your customer service requests and support needs)
  • To process transactions
    • Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested.
  • To send periodic emails
    • The email address you provide for order processing, may be used to send you information and updates pertaining to your order, in addition to receiving occasional company news, updates, related product or service information, etc. Note: If at any time you would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email.
How do we protect your information?

We implement a variety of security measures to maintain the safety of your personal information when you place an order or access your personal information.

We offer the use of a secure server. All supplied sensitive/credit information is transmitted via Secure Socket Layer (SSL) technology and then encrypted into our Payment gateway providers database only to be accessible by those authorized with special access rights to such systems, and are required to?keep the information confidential.

After a transaction, your private information (credit cards, social security numbers, financials, etc.) will not be stored on our servers.

Do we use cookies?

Yes (Cookies are small files that a site or its service provider transfers to your computers hard drive through your Web browser (if you allow) that enables the sites or service providers systems to recognize your browser and capture and remember certain information

We use cookies to help us remember and process the items in your shopping cart, understand and save your preferences for future visits and compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future. We may contract with third-party service providers to assist us in better understanding our site visitors. These service providers are not permitted to use the information collected on our behalf except to help us conduct and improve our business.

Do we disclose any information to outside parties?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

Third party links

In an attempt to provide increased value to our visitors, Plan Genius may link to sites operated by third parties. However, even if the third party is affiliated with Plan Genius, Plan Genius has no control over these linked sites, all of which have separate privacy and data collection practices, independent of Plan Genius. These linked sites are only for your convenience and therefore you access them at your own risk. Nonetheless, Plan Genius seeks to protect the integrity of its web site and the links placed upon it and therefore requests any feedback on not only its own site, but for sites it links to as well (including if a specific link does not work).

California Online Privacy Protection Act Compliance

Because we value your privacy we have taken the necessary precautions to be in compliance with the California Online Privacy Protection Act. We therefore will not distribute your personal information to outside parties without your consent.

As part of the California Online Privacy Protection Act, all users of our site may make any changes to their information at anytime by logging into their admin panel and going to the 'My Account' page.

Childrens Online Privacy Protection Act Compliance

We are in compliance with the requirements of COPPA (Childrens Online Privacy Protection Act), we do not collect any information from anyone under 13 years of age. Our website, products and services are all directed to people who are at least 13 years old or older.

Terms and Conditions

Please also visit our Terms and Conditions section establishing the use, disclaimers, and limitations of liability governing the use of our website at

Your Consent

By using our site, you consent to our online privacy policy.

Changes to our Privacy Policy

If we decide to change our privacy policy, we will post those changes on this page.

This policy was last modified on 07/16/2010.

Contacting Us

If there are any questions regarding this privacy policy you may contact us using the information below.
P.O. Box 38186
Richmond, VA 23231

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