Legal

Privacy Policy

Last updated August 31, 2026

This Privacy Policy explains how Vacanti Enterprises LLC, doing business as Smarter Plan ("Smarter Plan," "we," "us," or "our"), collects, uses, discloses, and protects information when you visit smarter-plan.com, use our forms, communicate with us, or purchase or use our services.

1. Information we collect

We may collect information you provide directly, including your name, business name, email address, telephone number, billing information, service inquiries, appointment details, communications, and information needed to build or support your Smarter Plan system.

We may also collect technical and usage information such as IP address, browser and device information, pages viewed, referring URLs, timestamps, and interactions with the site. If you arrive through an advertising or campaign link, we may collect available attribution data such as UTM parameters, fbclid, and related first-party identifiers when legitimately available.

2. Cookies and similar technologies

We and service providers may use cookies, pixels, local storage, and similar technologies to operate the site, preserve attribution, understand usage, measure marketing, prevent fraud, and improve our services. You can manage cookies through your browser. Blocking some technologies may affect site functionality.

3. How we use information

• Respond to inquiries and provide requested services.
• Create and manage contacts, appointments, projects, subscriptions, and customer support.
• Build, operate, secure, and improve our website and service systems.
• Send transactional messages, appointment reminders, and service communications.
• Send marketing communications when permitted by law and your choices.
• Measure campaign performance and understand how visitors use our site.
• Comply with legal obligations and enforce our agreements.

4. GoHighLevel and other service providers

We use GoHighLevel as a backend platform for CRM, contacts, conversations, calendars, workflows, email, SMS, and related operations. We may also use hosting, analytics, advertising, payment, email, telecommunications, security, and professional-service providers. These providers may process information for us under their own contractual and legal obligations.

5. When we disclose information

We may disclose information to service providers and contractors that help us operate; to comply with law, legal process, or valid government requests; to protect rights, safety, and security; in connection with a merger, financing, acquisition, reorganization, or sale of assets; or with your direction or consent. We do not sell personal information for money. Some advertising or analytics activity may be considered "sharing" or targeted advertising under certain state laws; where applicable, you may request to opt out.

6. Text messages and calls

If you provide a telephone number and consent to receive messages, we may send service-related or marketing SMS messages and calls as described at the point of collection. Message frequency varies. Message and data rates may apply. Reply STOP to opt out of SMS and HELP for help. Consent to marketing messages is not a condition of purchase. Opting out of marketing does not prevent necessary non-marketing communications.

7. Data retention and security

We retain information for as long as reasonably necessary for the purposes described in this policy, including providing services, maintaining business and tax records, resolving disputes, and meeting legal obligations. We use reasonable administrative, technical, and organizational safeguards, but no storage or transmission method is completely secure.

8. Your choices and privacy rights

You may request access to, correction of, or deletion of certain personal information, or ask us to limit particular uses. Depending on where you live, you may also have rights to data portability, to opt out of certain targeted advertising or sharing, or to appeal a decision. We may need to verify your identity and may retain information when legally permitted or required. We will not discriminate against you for exercising applicable privacy rights.

9. Children

Our website and services are intended for business owners and are not directed to children under 13. We do not knowingly collect personal information from children under 13. Contact us if you believe a child has provided information.

10. External links

Our site may link to client websites, social platforms, video providers, and other third parties. Their privacy practices are governed by their own policies, not this one.

11. Changes to this policy

We may update this policy from time to time. The revised version will be posted here with a new "Last updated" date. Material changes may also be communicated by another reasonable method.

12. Contact us

For privacy questions or requests, contact: