This policy describes what information TakingClients ("we," "us") collects, how we use it, and the choices you have. We build tools for independent service professionals ("artists") and the clients who book with them, and we try to collect the minimum needed to run the service well.
Information we collect
- Artist accounts: sign-in is with Google, which shares your name and email with us. We also store your business details (business name, phone number, services and prices, page content, portfolio images — we strip location metadata from photos before publishing them), and payment account information handled by our payment processor.
- Booking information: when a client books with an artist — name, contact details, appointment details, deposit and payment status, the deposit policy text shown at checkout, notes the artist keeps, and signed consent/waiver forms where applicable.
- Payment information: processed by Stripe. Card numbers go directly to Stripe; we never store full card numbers on our servers.
- Chat messages: if an artist turns on their AI front desk, messages you type in the chat bubble are stored and shown to the artist (the widget says so up front), and are processed by our AI provider (Amazon Bedrock) to generate replies. Don't share sensitive information in chat.
- Technical basics: standard server logs and the IP address recorded with each booking (IP address, browser type, pages requested), used for security, reliability, and payment-dispute resolution. Our marketing pages count page views and clicks first-party (which page, and which link brought you — nothing identifying, no cookies). No advertising trackers, ever.
How we use information
- To provide the service: artist sites, scheduling, reminders, deposits and payments, and client records.
- To send transactional messages: booking confirmations, appointment reminders, receipts, and account notices by email and/or text message.
- To operate, secure, and improve the platform, and to comply with legal obligations.
Text messaging (SMS)
If you provide a phone number and consent to receive texts (for example, appointment confirmations and reminders), we send them through our messaging provider. Message frequency varies with your bookings. Message and data rates may apply. Reply STOP to opt out at any time, or HELP for help.
How we share information
We do not sell personal information. We share it only with the service providers that make the product work — Amazon Web Services (hosting, email, text delivery, and AI), Stripe (payments) — and as required by law. When you book with an artist, that artist sees the booking information you provide to them; artists own their client lists. If a card payment is disputed, we share the related booking records (appointment details, timestamps, the IP recorded at booking, and the policy text shown at checkout) with Stripe and the card networks to resolve the dispute.
Data retention & your choices
We keep information for as long as an account is active or as needed to provide the service and meet legal requirements. You can ask us to access, correct, or delete your information by emailing hello@takingclients.com. Artists can export their client list at any time — it's theirs.
Changes
If this policy changes materially, we'll post the update here with a new effective date and, for significant changes affecting account holders, notify you by email.
Contact
TakingClients · Central Florida Software, LLC · Auburndale, FL
hello@takingclients.com