Privacy Policy

Summerset Concierge

Effective Date: October 22, 2026
Last Updated: October 22, 2026

1. Introduction

Summerset Concierge (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and disclose information when you visit our website, contact us, inquire about our services, or engage us to provide concierge and lifestyle management services.

By using our website, you acknowledge that you have read this Privacy Policy. Where required by law, we will obtain your consent before collecting or using your information for specific purposes.

2. Information We Collect

We may collect the following types of personal information, depending on how you interact with us:

Information you provide directly

• Name, email address, telephone number, and mailing address.

• Information submitted through contact forms, consultation requests, or service inquiries.

• Details about the concierge services you request, your preferences, and scheduling needs.

• Information necessary to coordinate errands, deliveries, home checks, vendor appointments, or other authorized services.

• Billing and transaction information associated with purchases or services.

Information collected automatically

When you visit our website, certain information may be collected automatically, including your IP address, browser type, device information, pages visited, and interactions with our website. This information may be collected through cookies, analytics tools, or similar technologies, depending on the tools enabled on our website.

Information from other sources

We may receive information from third-party service providers or other individuals when necessary to coordinate a service you have requested or authorized.

Please do not submit sensitive personal information through our website unless it is necessary for your request and we have provided an appropriate way to share it.

3. How We Use Your Information

We use personal information for legitimate business purposes, including to:

• Respond to inquiries and schedule consultations.

• Provide, coordinate, and manage concierge and lifestyle management services.

• Communicate with you about appointments, service requests, and updates.

• Process payments and maintain business records.

• Coordinate with vendors or service providers when necessary to fulfill your authorized requests.

• Send promotional communications when permitted by law and consistent with your preferences.

• Improve our website, services, and customer experience.

• Protect against fraud, address security concerns, and comply with applicable legal obligations.

We will use your information for the purposes described in this policy or for other purposes disclosed to you when the information is collected, as permitted by law.

4. How We Share Your Information

We do not sell your personal information for money. We may share information in the following circumstances:

Service providers: We may share necessary information with trusted third-party providers that help us operate our website, manage communications, process payments, or deliver our services.

Vendors and partners: When you authorize us to arrange a service, purchase an item, coordinate a delivery, or manage a vendor appointment, we may share the information reasonably necessary to complete that request.

Legal and safety requirements: We may disclose information when required by law, legal process, or to protect the rights, property, and safety of our business or others.

Business changes: Information may be transferred as part of a merger, acquisition, restructuring, or sale of business assets, subject to applicable law.

We do not authorize third parties to use your information for their own independent marketing simply because we coordinate a service with them.

5. Cookies and Website Analytics

Our website may use cookies and similar technologies to support website functionality, understand visitor activity, and improve performance.

Depending on the tools enabled, these technologies may collect information about how visitors use the website. Third-party analytics, advertising, or embedded services may also collect information under their own privacy policies.

You can manage cookies through your browser settings and, where available, through our website's cookie preferences. Disabling certain cookies may affect website functionality.

6. Communications and Marketing

We may contact you by email or telephone to respond to inquiries, provide service updates, confirm appointments, or discuss services you have requested.

If you subscribe to marketing communications, we may also send information about our services, offers, or business updates. You can opt out of promotional emails by using the unsubscribe link in the message or contacting us directly.

If we offer promotional text messages, we will provide the applicable disclosures and obtain consent where required. You may opt out of marketing texts by replying STOP. Consent to marketing messages is not a condition of purchasing services.

Opting out of promotional communications will not prevent us from sending necessary service-related messages.

7. How We Protect Your Information

We use reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.

However, no website, electronic transmission, or data storage system can be guaranteed to be completely secure. We cannot guarantee absolute security.

Because our concierge services may involve access to property, delivery arrangements, or coordination with third parties, we limit information shared with others to what is reasonably necessary for the authorized service, subject to applicable law.

8. Data Retention

We retain personal information for as long as reasonably necessary to provide services, maintain business and financial records, resolve disputes, enforce agreements, and meet applicable legal requirements.

When information is no longer needed, we will take reasonable steps to delete it, securely dispose of it, or de-identify it, where appropriate and legally permitted.

9. Your Privacy Rights and Choices

Depending on where you live and applicable law, you may have the right to:

• Request access to personal information we hold about you.

• Request correction of inaccurate or incomplete information.

• Request deletion of certain personal information.

• Opt out of certain marketing communications or applicable forms of data sharing.

• Withdraw consent where processing is based on consent.

• Appeal certain privacy-related decisions, where applicable.

To make a privacy request, contact us using the information in the Contact Us section below. We may need to verify your identity before responding.

We will respond to requests in accordance with applicable law. Some information may need to be retained for legal, contractual, security, or recordkeeping purposes.

10. Third-Party Websites and Services

Our website may contain links to third-party websites or use third-party services for scheduling, payments, analytics, or other functions.

We do not control the privacy practices of independent third parties. Your interactions with those services are governed by their respective terms and privacy policies. We encourage you to review those policies before providing personal information.

11. Children's Privacy

Our website and services are intended for adults and are not directed toward children under the age of 13. We do not knowingly collect personal information directly from children under 13 through our website without appropriate authorization.

If you believe a child has provided personal information to us inappropriately, please contact us so we can review the matter and take appropriate action.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business practices, website technology, or applicable legal requirements.

When we make changes, we will update the “Last Updated” date at the top of this page. Any additional notice required by applicable law will be provided as appropriate.

We encourage you to review this page periodically.

13. Contact Us

If you have questions about this Privacy Policy, wish to exercise your privacy rights, or would like more information about how your personal information is handled, please contact:

Summerset Concierge

Email: jamie@summersetservices.com
Phone: 307-274-3409