Privacy Policy

Effective Date: March 13, 2026

Legal Entity: Regal Vizion Inc.

1. Introduction

1.1 This Privacy Policy describes how Regal Vizion Inc., operating under the Vizion brand, collects, uses, shares, and protects information about you when you interact with our website, platform, app, communications, and services available at regalvizion.com.

1.2 By using our website, platform, app, or services, you agree to the practices described in this Privacy Policy.

1.3 If you do not agree to this Privacy Policy, you should not access or use our website, platform, app, or services.

2. Business Identity

2.1 This Privacy Policy applies to services operated by Regal Vizion Inc.

2.2 Vizion is the public-facing brand used in connection with the services offered by Regal Vizion Inc.

3. Information We Collect

3.1 Contact & Identity Information

Full name

Email address

Phone number (including mobile)

Business name and title

Mailing or business address

3.2 Usage & Behavioral Data

Pages visited and time spent on site

Clicks, form submissions, and navigation patterns

Device type, browser type, and operating system

IP address and general geographic location

3.3 Communication Data

SMS messages sent and received through our platform

Email correspondence and responses

WhatsApp messages and interactions

Facebook Messenger and Instagram DM conversations

Live chat conversations

Voicemail recordings and call logs

Appointment booking details and scheduling history

3.4 Lead & CRM Data

Information submitted through forms, landing pages, or funnels

Pipeline stage and interaction history

Tags, notes, and custom fields added during service delivery

3.5 Payment & Billing Information

Billing contact information

Payment method details processed securely through Stripe. We do not store raw card data.

4. How We Collect Information

4.1 We collect information through direct submission when you fill out a form, book an appointment, or contact us directly.

4.2 We collect information through automated tracking via cookies, pixels, and analytics tools active on our website.

4.3 We collect information through SMS and communication opt-in when you provide your phone number and consent to receive messages.

4.4 We collect information through paid advertising platforms including Meta (Facebook/Instagram), Google, LinkedIn, TikTok, and other social media platforms when you engage with our ads.

4.5 We collect information through our platform (VIZION/GoHighLevel) via workflows, automation triggers, and CRM activity.

5. How We Use Information

5.1 We use the information we collect to provide, operate, and improve our SaaS platform and related services.

5.2 We use information to send appointment reminders, follow-up communications, and service-related messages.

5.3 We use information to deliver SMS, email, WhatsApp, Facebook Messenger, Instagram DM, live chat, voicemail, and voice communications you have consented to receive.

5.4 We use information to run and optimize paid advertising campaigns across Meta, Google, LinkedIn, TikTok, and other platforms.

5.5 We use information to track and analyze call performance through call tracking tools.

5.6 We use information to respond to inquiries, support requests, and client communications.

5.7 We use information to process payments and manage billing through Stripe.

5.8 We use information to automate workflows and data routing through N8N.

5.9 We use information to generate reports, dashboards, and performance analytics.

5.10 We use information to fulfill contractual obligations to clients and their customers.

5.11 We use information to comply with applicable laws and regulatory requirements in the United States and Canada.

5.12 We use information to detect, prevent, and address fraud, security issues, or technical problems.

5.13 We do not use your personal information for any purpose incompatible with the purposes described in this Privacy Policy without your prior consent.

6. SMS Messaging Terms and Data Protection

6.1 How You Opt In

When you provide your phone number through one of our forms, landing pages, or opt-in flows, you are consenting to receive SMS messages from VIZION or its clients. Opt-in consent is collected at the point of submission and documented in our system.

6.2 Types of Messages You May Receive

Depending on the service context, you may receive:

Appointment confirmations and reminders

Follow-up messages and status updates

Informational and service-related notifications

Promotional offers or announcements (only where separately consented)

6.3 Message Frequency

Message frequency varies based on your interactions and the nature of the service. You may receive multiple messages per week depending on campaign activity and appointment scheduling.

6.4 Standard Rates Apply

Message and data rates may apply. Check with your mobile carrier for details.

6.5 Opt-Out Instructions

You may opt out of SMS communications at any time by replying STOP to any message you receive from us. You will receive a single confirmation message and no further SMS messages will be sent, except as required by law.

6.6 Help Instructions

For help, reply HELP to any SMS message or contact us at [email protected].

6.7 Consent Is Not a Condition of Purchase

Providing your phone number and consenting to receive SMS messages is never required as a condition of purchasing our services or doing business with us.

6.8 SMS Data Protection and A2P 10DLC Compliance

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services used to deliver communications.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

7. Data Sharing Policy

7.1 Regal Vizion Inc. does not sell, rent, or trade your personal information to any third party.

7.2 Lead data, contact information, and customer opt-in records are never sold, rented, or shared with third parties for promotional use. We protect all customer consent data and use it solely to deliver the services you have requested.

7.3 We do not share SMS consent or mobile information with affiliates or third parties for marketing purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services used to deliver communications.

7.4 Permitted Data Sharing

We may share information in the following limited circumstances only:

7.4.1 Service providers and subcontractors: third parties that assist us in delivering our services, bound by confidentiality obligations and prohibited from using your data for their own purposes.

7.4.2 GoHighLevel: our primary CRM and automation platform, acting as a data processor under our direction.

7.4.3 Stripe: our payment processor, used solely for billing and subscription management.

7.4.4 N8N: our workflow automation tool, used to route and process operational data under our direction.

7.4.5 Legal compliance: when required by applicable law, court order, or governmental authority in the United States or Canada.

7.4.6 Business transfers: in connection with a merger, acquisition, or sale of assets, where the successor entity will be bound by this Privacy Policy.

7.5 We do not share your data with advertising networks, data brokers, or any other third parties for marketing, retargeting, or promotional purposes.

8. Cookies & Tracking Technologies

8.1 Our website uses cookies, pixels, and similar tracking technologies to improve functionality, analyze usage, and measure advertising performance.

8.2 Types of Cookies We Use

8.2.1 Strictly necessary cookies: required for the website to function.

8.2.2 Analytics cookies: to understand how visitors use our site via Google Analytics and Microsoft Clarity.

8.2.3 Marketing pixels: including the Meta Pixel, used to measure ad performance and build retargeting audiences across Meta, Google, LinkedIn, TikTok, and other advertising platforms.

8.3 You may control cookie preferences through your browser settings. Note that disabling certain cookies may affect website functionality.

8.4 Each advertising platform we use operates under its own privacy policy, which we encourage you to review independently.

9. Data Security Practices

9.1 We implement commercially reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

9.2 Security Measures Include

Encrypted data transmission (SSL/TLS)

Access controls and role-based permissions within our platform

Secure cloud infrastructure through GoHighLevel and its underlying providers

Secure payment processing through Stripe's PCI-compliant infrastructure

Regular review of data handling practices

9.3 No method of transmission or storage is 100% secure. We cannot guarantee absolute security, but we take data protection seriously and will notify affected individuals of a confirmed breach as required by applicable law in the United States and Canada.

10. Data Retention

10.1 We retain personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, maintain active client relationships, and comply with legal obligations.

10.2 When data is no longer needed, we delete or anonymize it in a manner consistent with applicable law.

10.3 You may request deletion of your data at any time by contacting us at [email protected].

11. Third-Party Services

11.1 Our platform and operations rely on the following third-party service providers, each acting as a data processor under our direction.

11.2 GoHighLevel (GHL)

Primary CRM and automation platform; stores contact records, communication logs, form submissions, appointment data, and workflow data. More at gohighlevel.com.

11.3 Stripe

Payment processing and subscription billing. More at stripe.com.

11.4 N8N

Workflow automation and data routing between systems. More at n8n.io.

11.5 Google Analytics

Website traffic and behavior analytics. More at policies.google.com.

11.6 Microsoft Clarity

User experience and behavioral analytics. More at clarity.microsoft.com.

11.7 Meta Pixel

Advertising performance tracking across Facebook and Instagram. More at facebook.com/privacy.

11.8 Meta, Google, LinkedIn, TikTok

Paid advertising platforms used for campaign delivery and audience targeting.

11.9 Each provider operates under its own privacy policy and applicable data processing agreements. None of these providers receive or are permitted to use SMS opt-in data for their own marketing purposes.

12. Your Rights & Choices

12.1 Depending on your location and applicable law, you may have the right to request access to the personal information we hold about you.

12.2 You may have the right to request that inaccurate or incomplete information be corrected.

12.3 You may have the right to request that your personal information be deleted, subject to legal retention requirements.

12.4 You may opt out of SMS communications by replying STOP to any SMS message at any time.

12.5 You may opt out of email marketing by clicking the unsubscribe link in any marketing email.

12.6 You may have the right to request your data in a commonly used format, where applicable.

12.7 For Canadian Residents

You have additional rights under Canada's Personal Information Protection and Electronic Documents Act (PIPEDA), including the right to access your personal information and to challenge the accuracy of that information.

12.8 To exercise any of these rights, contact us at [email protected]. We will respond within a reasonable timeframe and in accordance with applicable law.

13. Opt-Out Instructions

13.1 SMS

Reply STOP to any text message to unsubscribe immediately.

13.2 Email

Click the Unsubscribe link in the footer of any marketing email.

13.3 Phone/Voicemail

Contact us at [email protected] to be removed from call lists.

13.4 All Communications

Email [email protected] with your name, contact information, and the communication type you wish to opt out of.

13.5 We will process all opt-out requests promptly. Please allow up to 10 business days for removal to take effect across all systems.

14. Children's Information

14.1 Our website and services are not directed to individuals under the age of 18.

14.2 We do not knowingly collect personal information from minors.

14.3 If we become aware that we have inadvertently collected information from a person under 18, we will delete it promptly.

14.4 If you believe a minor has submitted information to us, contact us at [email protected].

15. Changes to This Privacy Policy

15.1 We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or business operations.

15.2 When we make material changes, we will update the "Effective Date" at the top of this page and, where appropriate, notify affected users via email or platform notification.

15.3 Your continued use of our website or services after any changes constitutes your acceptance of the updated Privacy Policy.

16. Contact Information

16.1 If you have questions, concerns, or requests related to this Privacy Policy or your personal data, you may contact us at:

Regal Vizion Inc.

Email: [email protected]

Phone: +1 (475) 234-4466

Website: https://www.regalvizion.com/

Address: 116 Foreside Rd, Malvern, PA 19355

Vizion is a software platform designed to help businesses streamline operations, improve communication, manage follow-ups, and create more efficient workflows. Built for growing teams, it brings key business processes into one organized system.

© Vizion. All rights reserved.

Operated by Regal Vizion Inc.