PlanUp is committed to protecting visitor and client privacy. This Privacy Policy explains how PlanUp collects, uses, discloses, and safeguards personal information when individuals visit planupspace.com or utilize PlanUp services, including workflow automation and AI integration consulting and Revit and AI training.

1. Information PlanUp Collects

PlanUp collects information that individuals voluntarily provide, as well as certain technical data collected automatically during interactions with the PlanUp website.

Personal Data Provided Voluntarily: When individuals fill out a contact form or request a consultation, PlanUp may collect names, email addresses, phone numbers, company names, and any specific message details submitted.

Data Collected Automatically: PlanUp utilizes tracking tools such as Google Analytics 4 (GA4) to automatically collect network data. This includes IP addresses, browser types, operating systems, device types, general geographic locations, and data regarding how individuals interact with the website pages.

2. How PlanUp Uses Information

PlanUp uses the collected data to operate business activities, specifically to:

Respond to project inquiries, consultation requests, and contact messages.

Coordinate training sessions and manage client communications.

Analyze website performance and traffic trends using Google Analytics to improve user experience.

Ensure the security and technical functionality of the website.

3. Sharing and Disclosures

PlanUp does not sell, rent, or trade personal information to third parties. PlanUp shares information only with trusted third party service providers who assist in operating business infrastructure. These include:

• Squarespace (website hosting and contact form storage)

• Google Workspace (email and business communications)

• Google Analytics (website traffic analysis)

These providers are contractually required to keep all data secure and confidential.

PlanUp may also disclose information if required to do so by law, court order, or to protect the safety, property, and legal rights of PlanUp or its users.

4. Cookies and Tracking Technologies

The PlanUp website utilizes cookies and similar tracking technologies managed by Squarespace and Google Analytics to enhance site navigation and analyze visitor patterns. Individuals can manage or disable cookies directly through their web browser settings, though doing so may affect certain functionalities of the website.

5. Data Security

PlanUp implements standard technical and organizational security measures to protect personal data from unauthorized access, alteration, or disclosure. No transmission of data over the internet can be guaranteed as completely secure.

6. User Rights and Data Retention

Individuals may request access to, correction of, or deletion of the personal data held by PlanUp at any time. To exercise these rights, contact PlanUp using the information provided below.

Data Retention: If an individual or client requests the deletion of personal data, the erasure will be processed immediately across active databases and communication channels. PlanUp retains basic financial transaction logs, tax records, and invoice histories for standard accounting compliance. Final deletion of these records from financial archives will be completed upon the conclusion of the current accounting period, or at the latest within two (2) months following the month of the request.

7. Updates to This Policy

PlanUp may update this Privacy Policy to reflect changes in operational practices or legal requirements. The effective date at the top of this page will be updated accordingly.