Last Updated January 17, 2024

Privacy Policy

Iris Works is committed to protecting the privacy of our website clients and visitors, and accordingly maintains the following Privacy Policy to protect the personal and confidential information you may provide through use of the website. Please be advised, however, that although Iris Works has endeavored to create a secure and reliable site for you, the confidentiality of any communication or material submitted to or from Iris Works or via email cannot be guaranteed beyond the efforts described within this Iris Works Privacy Policy. 

Collection of Personal Information

Iris Works only collects the personal information that is necessary to provide the information or services requested by an individual. “Personal information” refers to any information relating to an identified or identifiable individual who is the subject of the information. This includes such items as an individual’s name, address, IP address or phone number. We also may collect statistical information that helps us understand how people are using the website so we can continually improve our services.

Free Trial Form: We collect the following personal information from you within the website.

  • Contact Information: Name, Email Address, Phone Number
  • Your business name
  • Cookies


  • Contact Information: Name, Email Address, Mailing Address
  • Billing Information
  • Credit Card Information (see section below regarding credit card processing)


Cookies are short and simple text files that are stored on a user’s computer hard drive by websites. Cookies can be used to collect, store and share bits of information about your activities across the website. Cookies may be utilized for the following purposes:

  • To enable certain functions on our site
  • To store your preferences
  • To track and provide company analytics
  • To enable ad delivery and behavioral advertising

Third parties may use cookies on the Iris Works websites like analytics companies and ad networks. Below is a list of third party cookies used by our sites.


You may choose to delete cookies that have already been set and to not accept new cookies within your browser settings. Please note, that if you choose to do this you might not be able to use all of our features, store some of your preferences, etc.

Related to Payment

Iris Works utilizes a third party payment processing system We do not store credit card information within our database. The web pages where the information is collected, as well as all transmissions to the 3rd party gateway, are encrypted with an SSL certificate. Iris Works does not store complete payment information on its own servers, but may store reference information such as the last four digits of a credit card number and/or the expiration date.

Use of Information

Iris Works uses the collected information to respond appropriately to requests. This may be to respond directly to you or to improve the website. E-mail or other information requests sent to Iris Works may be retained for future use by Iris Works. Iris Works understands that the nature of the User Content submitted to, exchanged with, reported from, and/or generated by Iris Works may be of a confidential, sensitive and proprietary nature. Iris Works hereby warrants and represents that it shall not share, utilize, review, access, or otherwise make use of any information submitted to, exchanged with, reported from, and/or generated by Iris Works except for the explicit purposes of operating Iris Works or as provided herein. 

We may use the personal information collected from within the Websites or when you use the Service(s) to:

  • Operate and improve the Service(s)
  • Send you communication from the Service(s)
  • Learn more about our users
  • Assess the needs of your business to determine or suggest suitable products
  • Collect aggregated data about usage trends and best practices, which may be derived from Personal Data. 
  • Send you requested product or service information
  • Respond to customer service requests, and to provide user support
  • Administer your account
  • Send you promotional and marketing communications
  • Respond to your questions and concerns

We will not share, sell, or distribute User Content covered by this Iris Works Privacy Policy with any third parties including any of our affiliated companies, officers, directors, shareholders, subsidiaries, agents, or representatives except as otherwise provided herein. 

Notwithstanding the foregoing, we may share User Content with third parties in the following circumstances:

Service Providers: We may employ third party service providers to perform functions on our behalf. They may have access to personal information needed to perform their functions, but may not use it for other purposes.

Legal Obligations: From time to time, we may be required to share personal information in response to a valid court order, subpoena, government investigation, or as otherwise required by law. We also reserve the right to report to law enforcement agencies any activities that we, in good faith, believe to be unlawful.

Protection of Iris Works and Others: We may release User Content when we believe release is appropriate to comply with the law or any rule, regulation, government or court order; enforce or apply our Terms of Use and other agreements; or protect the rights, property, or safety of Iris Works, our affiliated companies, our users, or others. However, this does not include selling, sharing, or otherwise disclosing personally identifiable information from customers for commercial purposes in violation of the commitments set forth in this Privacy Policy.

 Rights of Data Subjects in the European Economic Area (EEA)

For those individuals within the EEA, per the General Data Protection Act (GDPA) you have the following rights: To access the personal information we maintain about you; To be provided with information about how we process your personal information; To correct your personal information; To have your personal information erased; To object to or restrict how we process your personal information; To request your personal information to be transferred to a third party. 


Iris Works is committed to the security of the information that is either available from or collected by this website. Iris Works has taken multiple steps to safeguard the integrity of its telecommunications and computing infrastructure, including but not limited to, authentication, monitoring, auditing, and encryption. Should a data breach occur, Iris Works will notify users as soon as possible, and not more than 72 hours after the breach occurs. 


This website may have links to other websites. Iris Works is not responsible for the content or privacy practices of these sites and suggests you review their privacy statements.


So that we may offer certain services and features within the application, we may provide data with our contracted service providers. These providers are under contract to only utilize the personal information necessary to provide the service. 

Iris Works uses the following subprocessors:

  • Cronofy, LLC
  • Square, Inc
  • Stripe, Inc
  • PayPal
  • Zapier, Inc
  • Amazon Web Services, Inc
  • Intuit, Inc
  • Intercom
  • SendGrid/Twilio 


This web site and all elements thereof are provided on an “as is” basis without warranty of any kind, express or implied. Iris Works does not warrant that the web site will operate or perform in a manner that is uninterrupted or error-free, or that the web site or host server will be maintained free of viruses or other harmful code. Iris Works, its agents and associates shall not be held liable for any damage actual or consequential arising from action taken in response to information presented on this web site. This web site is published independently of any software or hardware vendor. The views expressed in any Iris Works publication are those of the authors and do not necessarily reflect the views of Iris Works or any individual associated with this web site.

Contacting Iris Works

If you have any questions about this privacy statement, the practices of this site, or your dealings with this web site, contact us at