Privacy Policy

1. Scope

This policy describes how Phelion handles information when you use the application. It applies to account data, business settings, generated documents, and the appointment records you choose to enter.

2. Information we collect

Account information: your name, email address, and authentication identifiers managed by the platform's authentication service.

Business information you enter: business name, industry, state, timezone, service descriptions, policy rules, services and prices.

Content you create: policies, versions, messages, templates, appointment records, waitlist entries, and recovery actions.

Billing identifiers: your plan status, credit ledger entries, Whop membership and product identifiers, and the fact that a purchase was verified. We never receive or store full payment card details.

Technical information required to operate and secure the service, such as error logs that exclude policy bodies and client messages.

3. How we use information

To provide the features you request, including generating documents from your saved settings and calculating appointment metrics.

To enforce plan entitlements, allocate credits once per verified billing cycle, and prevent duplicate or fraudulent purchases.

To provide support, investigate reported problems, and protect the service against abuse.

4. AI processing

When you generate a document or message, the settings and context you supply are sent to the AI service used by the platform to produce a draft. Generated content is stored in your workspace. You should not enter information you are not permitted to process.

5. Sharing

We do not sell personal information. Data is shared only with service providers needed to operate Phelion, such as the platform hosting provider, the AI provider, and Whop for payment and subscription management.

We may disclose information where required by law or to protect the rights and safety of customers or the service.

6. Your choices and rights

You can edit business settings and delete documents and records inside the application. You can export your workspace data as JSON from Account and Security.

You can request account deletion from the Account and Security page. Support processes the request and confirms it. Some billing records may be retained where required for accounting, tax, or dispute handling.

Depending on your state of residence, you may have additional rights to access, correct, or delete personal information. Submit those requests through the Contact page.

7. Data retention and security

Workspace content is retained while your account is active and until a deletion request is processed. Access to records is limited by workspace ownership rules enforced by the application, and administrative access requires an administrator role.

No system is perfectly secure. Report a suspected issue immediately through the Contact page.

8. Children

Phelion is intended for business use by adults and is not directed to children under 13.