Your information

Privacy Policy

Effective November 3, 2026 · Version 2026-11-04

TLC Services, Inc., doing business as MyClientDay (“we,” “us,” or “our”), operates the MyClientDay website and service. This policy explains the information we handle and how to contact us about it: support@myclientday.com.

1. Information we collect and its sources

• Account information: your sign-in identifier, verified email, name, optional brokerage, workspace membership, and trial or offer status, provided by you or the identity service you use.
• Workspace information: contacts, property and transaction details, tasks, notes, checklist progress, preferences, and other records you enter or import. This can include personal information about your clients and other contacts.
• Connected-provider information: if you connect email or calendar, the authorization credentials and provider data needed for the enabled features and permissions you grant.
• Support and feedback: messages, ratings, optional feedback, and information you choose to send to support or the optional AI-support feature.
• Technical and security information: IP address, browser or device information, request metadata, timestamps, and operational or security logs generated when you use the site or app.
• Billing information, when applicable: customer and subscription identifiers, status, and related transaction information supplied by Stripe. Card details entered in Stripe-hosted payment screens are processed by Stripe rather than collected in MyClientDay CRM forms.

2. Why we use information

We use information to provide workspaces and requested connections, authenticate users, enforce access permissions, manage trials and subscriptions, respond to support and privacy requests, troubleshoot problems, prevent misuse, meet legal obligations, and improve the service using feedback and operational information.

We do not publish your feedback as a named testimonial without separate permission. We do not sell personal information or share it for cross-context behavioral advertising.

3. Service providers and other disclosures

We use Cloudflare for hosting, databases, security, and some service functions. Customer sign-in uses Auth0 and the identity provider selected at sign-in; some existing access arrangements use Cloudflare Access. Optional AI support uses Cloudflare AI. Stripe processes billing when payment services are used. Connected email and calendar providers process the permissions and data required for their enabled functions.

These providers receive the information needed for their functions. Their own account, fraud-prevention, and platform practices may also be governed by their policies: Cloudflare, Okta/Auth0, and Stripe. Review your selected sign-in and connection provider’s policies as well.

Authorized service operators may access information when necessary to operate, secure, or troubleshoot the service or respond to a request. Workspace information is available to authorized members of that workspace. We may disclose information when required by law, to protect rights and security, or as part of a business transfer with applicable safeguards and notices.

4. Cookies, local preferences, and tracking

The app uses authentication cookies and locally stored preferences for sign-in and display settings. This public website does not add advertising pixels or third-party analytics scripts. Infrastructure providers may process request and security information. Sign-in, billing, and optional connections can use their own cookies or similar technologies under their policies.

Do Not Track: MyClientDay does not change its behavior in response to the browser’s Do Not Track signal. We do not use this public website to track your activity across unrelated websites for advertising. External identity and payment providers may process information across services for purposes such as authentication and fraud prevention.

5. Retention, deletion, and recovery copies

We retain information as needed to provide the service, maintain requested accounts and records, investigate security issues, meet legal or accounting obligations, and resolve disputes. The period depends on the information and purpose; we do not currently promise a single fixed deletion or backup-retention period for all records.

A trial ending does not itself delete workspace records. To request account closure or deletion, contact support. Deletion may be subject to lawful retention requirements and the handling of existing recovery copies. We will explain applicable limitations when responding to your request. Exports you download are separate copies that you control and must protect.

6. Security and processing locations

We use HTTPS and server-side access checks to protect the service. No system can guarantee absolute security or recovery of all lost information. Service providers may process information in the United States and other locations where they operate; we do not promise storage exclusively in a particular state or country.

Do not put passwords, payment-card details, identity documents, or highly sensitive client documents in workspace notes or support questions. Limit information about other people to what you are authorized to use.

7. Your choices and privacy requests

You can edit supported records and preferences in your workspace, export supported CRM records from Settings, and revoke connected-provider authorization through the relevant provider. For help with disconnection or stored connection data, contact support.

To request access, correction, export, deletion, or information about our processing, email support@myclientday.com with the subject “Privacy request.” We may verify your identity and authority. Your rights and available exceptions depend on applicable law; we will handle requests accordingly and will not discriminate against you for exercising applicable privacy rights.

If an agent stores your information in their workspace, contact that agent about their records and practices. You may also contact us to help route a request. We do not give one person access to another person’s workspace without authorization.

8. Children

MyClientDay is intended for adult business users, not children. If you believe a child has provided account information, contact support so we can investigate and take appropriate action.

9. Changes and contact

We will post policy changes here with a revised effective date. For material changes, we will provide an in-service notice or account email where appropriate or required. Questions and privacy requests can be sent to TLC Services, Inc., doing business as MyClientDay, at support@myclientday.com.