Privacy Policy
Effective date: [EFFECTIVE DATE] · Last updated September 2026
This draft requires independent legal review before formal publication.
Who we are
SetRight Appointments ("SetRight", "we", "us") provides database reactivation and appointment-setting services to high-ticket home-improvement contractors. This policy explains what information we collect through GetSetRight.com and our client portal, and how we use it.
Information we collect
Information you give us. When you apply for the Founding Pilot or contact us, we collect your company name, your name and job title, email address, phone number, website, trade, database size, project values, number of sales representatives, appointment capacity, desired launch date, service area and any notes you add.
Portal account information. For staff and client users we store your name, email address, role and the company you are linked to, plus a record of activity in the portal.
Contractor-supplied homeowner records. Clients upload their own historical lead records — names, phone numbers, email addresses, property addresses and prior enquiry details — so we can contact them on the client's behalf.
Technical information. Standard server logs and basic usage data needed to keep the site and portal secure and working.
How we use information
We use your information to review applications, run and support campaigns, contact and qualify homeowners on behalf of the client who supplied the record, schedule and confirm appointments, operate the portal, resolve disputes, meet legal obligations and improve our service.
Homeowner records and roles
For records a client uploads, the client is the controller of that data and SetRight acts as a service provider processing it under the client's instructions and the signed pilot agreement. Clients are responsible for confirming they have a lawful basis to contact the records they supply. We call only records supplied by the client, only inside the approved territory, using an approved script.
Sharing
We do not sell personal information. We share it only with the client whose campaign a record belongs to, with service providers who host and secure our systems under confidentiality obligations, and where required by law.
Retention and security
We keep campaign data for as long as the client relationship requires and as set out in the signed agreement, then delete or anonymise it. Access to the portal is restricted by role, client account isolation and invitation-only account creation.
Your choices
You may ask us to access, correct or delete information we hold about you, or to stop contacting you. Homeowners may ask to be added to our internal do-not-call list at any time — see our Do Not Call Policy. Requests relating to a record supplied by a contractor are passed to that contractor as well.
Changes
We may update this policy. The date above shows when it last changed, and material changes will be communicated to active clients.
Contact information
SetRight Appointments
[COMPANY LEGAL NAME]
[MAILING ADDRESS]
[PHONE NUMBER]
hello@getsetright.com
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