Legal & Compliance

Terms of Service

1. Agreement to terms

These Terms of Service ("Terms") form a binding agreement between AppointmentTurn ("Company," "we," "us"), operating AppointmentTurn (the "Service"), and the individual or entity that registers for or uses the Service ("Customer," "you"). By creating an account or using the Service, you accept these Terms. If you are agreeing on behalf of an organization, you represent that you have authority to bind it.

The Service receives lead information from sources you connect, sends automated communications by SMS, email, or other channels, conducts automated conversations using artificial intelligence, qualifies and routes leads, and books appointments. It integrates with third-party providers including telecommunications, payment, AI, calendar, and CRM systems.

2. Eligibility and accounts

You must be at least 18 and able to form a binding contract. You agree to provide accurate registration information and are responsible for all activity under your account, including activity by agents you invite. Notify us immediately at support@appointmentturn.com of unauthorized use.

3. Subscriptions, billing, and payment

• Fees, usage limits, and overage rates are as stated at purchase at appointmentturn.com.
• Payments are processed by our payment processor (Stripe). You authorize recurring charges to your payment method for the applicable plan, including overages and add-ons.
• If a free trial is offered, your payment method may be required at signup; unless cancelled before the trial ends, your subscription converts to paid automatically.
• Subscriptions auto-renew until cancelled. Cancellation takes effect at the end of the current billing period.
• Fees are exclusive of taxes and are non-refundable except where required by law.
• We may change fees with at least 30 days' notice, effective at your next renewal.

4. Acceptable use

You agree not to use the Service to contact anyone who has not provided valid consent (see Section 5); for any unlawful, deceptive, or abusive purpose; to send spam or infringing content; to gain unauthorized access or circumvent security or usage limits; or to reverse engineer the Service except as permitted by law. We may suspend or terminate access for violations.

5. Your consent and messaging compliance (TCPA)

This is critical to lawful operation. The Service sends communications to your leads on your behalf and at your direction. You represent, warrant, and agree that:

• You have obtained and will keep records of all required consents — including prior express written consent where required under the Telephone Consumer Protection Act ("TCPA") and applicable state law — from each lead before submitting them for contact;
• You will not submit any lead unless they have affirmatively opted in, and you can document the source, date, and method of opt-in;
• You will honor opt-out requests promptly and not re-contact anyone who has withdrawn consent;
• You will comply with the TCPA, CAN-SPAM Act, Telemarketing Sales Rule, state telemarketing/"mini-TCPA" laws, Do-Not-Call rules, and applicable carrier and A2P 10DLC requirements;
• You will not contact leads at times prohibited by law;
• You are solely responsible for the content of messages you configure and for the accuracy of data you submit.

You acknowledge that you, not the Company, are the party initiating communications to your leads and bear primary responsibility for consent and contact-law compliance. We provide compliance tooling (opt-in gating, opt-out handling, quiet-hours controls) but do not assume your legal obligations.

6. Artificial intelligence and automated communications

The Service uses AI to generate communications and extract information. AI output may contain errors and does not constitute legal, financial, real estate, lending, or other professional advice. You are responsible for configuring guardrails, supervising communications sent on your behalf, and determining and meeting any disclosure obligations applicable to automated or AI communications in your jurisdiction.

7. Data and intellectual property

As between us, you own your data and grant us a license to host, process, and transmit it solely to provide the Service and as described in the Privacy Policy. We own all rights in the Service. Feedback you provide may be used without restriction.

8. Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS, IMPLIED, OR STATUTORY, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE, OR THAT IT WILL PRODUCE ANY PARTICULAR NUMBER OF LEADS, APPOINTMENTS, OR CLOSED TRANSACTIONS.

9. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR LOST PROFITS, REVENUES, OR DATA. OUR TOTAL AGGREGATE LIABILITY WILL NOT EXCEED THE AMOUNTS YOU PAID US IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM.

10. Indemnification

You will defend, indemnify, and hold harmless the Company from claims, damages, liabilities, penalties, and expenses (including reasonable attorneys' fees) arising from your use of the Service, your data, your communications with leads, your breach of these Terms, or your violation of any law — including the TCPA, CAN-SPAM, and state telemarketing laws — including claims arising from your failure to obtain or maintain valid consent for any lead contacted through the Service.

11. Term and termination

We may suspend or terminate access if you breach these Terms, create legal risk, or fail to pay. You may cancel at any time. Sections that by their nature should survive (including 5, 7, 8, 9, 10, 12) survive termination.

12. Governing law and disputes

These Terms are governed by the laws of the State of Texas, without regard to conflict-of-laws principles.

13. Changes and contact

We may modify the Service or these Terms and will provide notice of material changes. Questions: support@appointmentturn.com, appointmentturn.com.

Privacy Policy

1. Who we are and our role

We provide software that real estate professionals ("Customers") use to respond to and qualify their leads. We process Customer information (about the businesses and people who subscribe) as a controller, and Lead information (about individuals whose details Customers submit so we can contact them) generally as a service provider/processor on the Customer's behalf. Leads with questions about how a specific business uses their information should contact that business directly.

2. Information we collect

• From Customers: account/profile details, billing information (processed by our payment processor; we do not store full card numbers), configuration data, and support communications.
• About Leads: contact details (name, mobile number, email), the inquiry that prompted contact, consent/opt-in records, and the content of conversations and qualification information derived from them.
• Automatically: usage data, device and log information, and cookies on our websites.

3. How we use information

To provide, operate, secure, and improve the Service; send and receive messages and conduct qualification conversations on Customers' behalf; process payments; provide support; prevent fraud and abuse; and comply with legal obligations.

4. SMS and text messaging

SMS messages are sent by AppointmentTurn to people who joined the waitlist at appointmentturn.com and checked an optional SMS consent box. SMS consent is optional and is not required to join the waitlist or use any service. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for help.

5. How we share information

• Service providers (subprocessors): cloud hosting, telecommunications (SMS/voice), email delivery, AI processing, payment processing, calendar, and CRM integration — bound by confidentiality and data-protection obligations.
• With our Customers: lead information is made available to the Customer who submitted it and their authorized agents.
• Integrations you connect, at your direction; legal/safety disclosures; and business transfers subject to this Policy.

We do not sell personal information or share it for cross-context behavioral advertising.

6. Data retention

Indicative periods: lead contact data up to 2 years from last interaction; conversation transcripts up to 1 year; opt-in/consent records for the subscription term plus an audit period; operational logs a short period (e.g., 30 days) with identifiers minimized.

7. Your rights

Depending on where you live, you may have rights to access, correct, delete, or restrict use of your information and to opt out of certain processing (for example, under the California Consumer Privacy Act and similar laws). Contact support@appointmentturn.com. Because we process lead information on behalf of Customers, we may refer lead requests to the relevant Customer. You can opt out of texts any time by replying STOP.

8. Security, cookies, children, and changes

We use encryption in transit and at rest, access controls, tenant isolation, and least-privilege permissions; no method is completely secure. Our websites may use cookies for functionality and analytics. The Service is not directed to anyone under 18. We may update this Policy and will post a new date and provide notice of material changes. Contact: support@appointmentturn.com.

SMS / Text Messaging Terms (A2P 10DLC)

Lead Messaging & TCPA Consent Policy

This section governs the messages the Service transmits to a Customer's leads (the individuals a Customer is trying to reach). It supplements, and does not replace, Section 5 of the Terms of Service. Where the two address lead messaging, this section controls.

1. Our role

AppointmentTurn is a software communications platform. When the Service transmits a message to a lead, it does so on the Customer's behalf and at the Customer's direction, based on the rules, integrations, webhooks, and data the Customer configures. The Customer alone determines which lead sources to connect and which contacts enter the Service; AppointmentTurn does not supply lead lists and does not select which consumers to contact. For purposes of the Telephone Consumer Protection Act ("TCPA"), Federal Communications Commission regulations, and similar state laws, the Customer is the party that initiates contact with the lead and is the seller or advertiser on whose behalf each message is sent. AppointmentTurn relies on the Customer's data inputs and integration as the Customer's representation that it has the legal right to initiate the communication.

2. Permitted leads — direct consumer inquiries only

The Service is designed and licensed solely to respond to direct, voluntary inquiries made by consumers. The Customer may use the Service only to engage leads who have made a direct inquiry to the Customer and provided their own mobile number expecting a response — for example, a person who submits a question about a specific property through the Customer's website, listing, or lead form. The Customer expressly agrees that it will not connect the Service to:

• purchased, rented, scraped, or appended contact lists;
• aged or "cold" databases;
• contacts imported from a database or CRM who are not the subject of a current, direct inquiry;
• leads obtained from third-party lead generators unless the Customer was explicitly and individually identified to the consumer in the consent disclosure (a "one-to-one" naming of the Customer); or
• any source where the consumer did not affirmatively request to be contacted.

The Customer is solely responsible for ensuring that every lead connected to the Service meets this standard.

3. Customer warranty of prior express written consent

By connecting any lead source, CRM, or webhook to the Service, the Customer makes a continuous, legally binding representation and warranty that, before any lead is connected, the Customer has obtained valid, documented prior express written consent ("PEWC") from that lead to be contacted by automated SMS/text message, to the extent required by the TCPA and applicable state law.

• The Customer warrants that the consent language presented to the consumer clearly disclosed the use of automated messaging technology and identified the Customer by name.
• The Customer is solely responsible for maintaining documentary proof of consent — including the source, date, method, exact consent language, and (where applicable) the IP address, timestamp, and URL of the opt-in — and will produce such records to AppointmentTurn within 48 hours of request.
• The Customer's acknowledgement of these obligations, including any in-product attestation presented before an integration is connected, is a condition of using the Service.

4. Initial response message

When a lead submits a direct inquiry, the Customer's configuration directs the Service to transmit an initial message that responds to and references that inquiry, identifies the Customer on whose behalf it is sent, and asks the lead to confirm that they wish to continue the conversation. The Service will not proceed with an automated conversation unless the lead affirmatively replies and opts in. If the lead does not opt in, or replies with an opt-out keyword, the Service is configured to halt all automated messaging. This initial message is sent at the Customer's direction and in reliance on the Customer's representations in Sections 2 and 3; the Customer is responsible for the content and the legal classification of the messages it configures.

5. Opt-out, revocation, and Do-Not-Call

A lead may withdraw consent at any time and by any reasonable means, including by replying STOP, QUIT, END, CANCEL, UNSUBSCRIBE, OPT-OUT, or REVOKE. The Service provides tooling to recognize these keywords and promptly halt automated text messaging — no later than required by law — and applies opt-outs across messaging channels; a single confirmation of the opt-out may be sent. The Customer remains responsible for maintaining its own internal Do-Not-Call list and must not re-contact, or direct the Service to re-contact, any lead who has revoked consent, absent a new and separately documented opt-in.

6. Compliance tooling, not legal responsibility

AppointmentTurn provides tooling intended to support the Customer's compliance — including consent gating, opt-out keyword recognition, quiet-hours controls, and A2P 10DLC registration of its messaging program. This tooling is provided "as is" and does not transfer, reduce, or assume the Customer's legal obligations. AppointmentTurn has no obligation to audit, review, or verify the Customer's lead data or consent records, and makes no representation that any particular lead has provided valid consent or made a genuine inquiry. Those determinations, and their documentation, are the Customer's sole responsibility.

7. Indemnification for lead messaging

In addition to Section 10 of the Terms of Service, the Customer will defend, indemnify, and hold harmless AppointmentTurn and its officers, directors, and affiliates from any and all claims, class actions, demands, statutory penalties (including TCPA statutory damages, which range from $500 to $1,500 per message), fines, settlements, judgments, and expenses (including reasonable attorneys' fees) arising out of or relating to:

• messages transmitted to the Customer's leads;
• the Customer's failure to obtain or document valid consent, including individually-named consent for third-party leads;
• the Customer's breach of this Lead Messaging & TCPA Consent Policy; or
• any claim under the TCPA, the Telemarketing Sales Rule, CAN-SPAM, or any state telemarketing or "mini-TCPA" law (such as the Florida Telephone Solicitation Act).

Where AppointmentTurn is named in a claim relating to a Customer's lead, the Customer will, to the maximum extent permitted by law, assume the defense and reimburse AppointmentTurn's reasonable costs and fees promptly upon notice.