LEGAL
Privacy Policy
This notice describes how we collect and process users' data through the Schedlr website and platform
("Platform"). The terms "we", "us", "our" refer to Schedlr LLC, a limited liability company registered under the
laws of the United States.
We are committed to safeguarding the privacy of our users. We will not misuse your data.
Controller details: Schedlr LLC
Contact email address: support@schedlr.net
This privacy notice covers our processing activities as a data controller, including those relating to your
account, information collected through the website, and our marketing activities. Whenever you collect and
otherwise process information from LinkedIn profiles and messages via the platform, our role is that of a data
processor on your behalf. You, as the data controller, are responsible for processing LinkedIn data in
accordance with applicable data protection requirements. Our obligations as a data processor are set forth in
the Data Processing Agreement, which forms an integral part of your agreement with Schedlr.
Table of Contents:
• Information we collect from you
• Platform functionality and archiving
• Calling and phone outreach data
• Third-party access to information
• Your rights
• Security of information
• Changes to this notice
Information We Collect From You
Demo Registration
Before registering an account, you can book a free demonstration of how the platform works. To perform
registration, we will ask you to provide your first name, last name, company name, email address, phone
number, and marketing tools used. Additionally, you may access previously recorded demos by providing
your first name, last name, email address, and LinkedIn Profile URL. We will use this information to provide
you with the most appropriate demonstration and to follow up regarding available subscription plans. While
signing up for a demo, you may also consent to receiving a newsletter from us.
Account and Profile Setup
If you want to use platform functionality, you will have to register an account. We will ask for your first and
last name, email address, account password, country and address, company affiliation, and coupon code (if
any). To use the platform for managing your LinkedIn outreach activities, you will need to connect your
LinkedIn account. In profile settings, you can adjust interaction settings for your LinkedIn account, including
message scheduling preferences and active messaging windows. Without this information, we will be unable
to provide platform services to you.
After registration, you will be able to upload a profile picture, set up two-factor authentication, and choose a
subscription type. You will also be able to create groups of users on the platform (so-called agencies).
We use your account information to:
• create and maintain your user account. The legal basis for this is the performance of the contract
(Terms of Use) between you and us;
• contact you regarding the operation of the platform or your account, including by email and web
notifications;
• analyze the efficiency of our platform in our legitimate interests;
• upon receiving consent from you, send you marketing or promotional materials.
We will store your account data for as long as you have an active account with us. If you become inactive,
we will delete or anonymize your information 12 months after your last user session.
Platform Functionality and Archiving Compatibility
Via the platform, you will be able to perform different actions to manage your outreach activities on LinkedIn.
We will store and process the following categories of information:
• tasks that you create and manage on the platform;
• messages that you send via LinkedIn, including date and time of messages, information about
recipients, and message content;
• messages that you send to other users of the platform, including date, time, recipients, and message
content.
Important: Schedlr operates through the user's native LinkedIn account. All messages sent through the
platform are transmitted from and retained within the user's LinkedIn account. This architecture ensures full
compatibility with firm-approved communication archiving and supervision solutions, including Smarsh,
Global Relay, and similar platforms used by regulated financial services firms. Schedlr does not provide
independent archiving or recordkeeping services.
Schedlr does not review, monitor, or approve the content of messages sent through the platform. All
outreach conducted through the platform is created and approved by the user or conducted by Schedlr
representatives acting under the user's express authorization and direction. The user retains full
responsibility for the content, supervision, and compliance of all communications conducted on their behalf.
Users are solely responsible for ensuring that their communications comply with all applicable laws,
regulations, and platform policies, including FINRA rules, SEC recordkeeping requirements (including SEC
Rule 17a-4), and firm-specific supervision and compliance policies. Schedlr does not provide financial, legal,
or investment advice, and does not act as a solicitor on behalf of any user.
Calling and Phone Outreach Data
Where users utilize calling or phone outreach features of the platform, or where Schedlr representatives
conduct calling on behalf of users under managed service arrangements, we may collect and process the
following categories of information:
• phone numbers of outreach contacts;
• call log data including date, time, duration, and outcome of calls;
• call notes and disposition records entered by the user or Schedlr representative;
• voicemail or recorded message content, where applicable and permitted by law.
Users who utilize calling features are solely responsible for complying with the Telephone Consumer
Protection Act (TCPA), the FTC's Telemarketing Sales Rule, applicable state telemarketing laws, and all
Do-Not-Call requirements. Schedlr does not provide, maintain, or verify Do-Not-Call lists on behalf of users.
Users must obtain all necessary consents prior to initiating any phone outreach through the platform.
Payments
You will be able to generate invoices for the use of the platform directly in your profile. For payments, you will
be directed to a third-party payment processing provider who will store and process your payment
information. We will only receive information about payment confirmation from that provider. The legal basis
for processing payment information is the performance of our contract with you. We also retain financial
information to analyze our financial performance and to comply with applicable accounting and financial
laws.
Technical Support
You may leave a request for support via the support form on the website or by email. We use this information
to provide you with assistance, fix and improve the platform, and analyze our efficiency. The legal basis for
this is the performance of the contract between you and us and our legitimate interest to improve the
platform.
Website, Sales, and Marketing Activities
The following data collection activities are present on our website:
• Collection of visitor logs (device, browser information, IP address) for fraud prevention and session
management, stored for 6 months of your last visit;
• Visitor traffic analysis using third-party analytics providers, performed based either on your consent
(cookie tracking) or our legitimate interests;
• Provision of free eBooks and other useful materials, where a website visitor may register by providing
their email address, first and last name. We may also send you direct marketing messages, based on
your consent;
• Organization of our own webinars and participation in third-party webinars, with direct marketing
follow-up based on your consent.
We store marketing data for 12 months from the last communication with you. You can withdraw consent or
opt out of email subscriptions at any time by contacting us or clicking the unsubscribe button in our emails.
Whitelabel and Affiliate Partner Registration
If you would like to partner with our platform, you may register as an affiliate or whitelabel partner. During
registration, we will collect your company affiliation, name, email address, phone number, marketing tools
used, number of accounts managed, and information on how you plan to distribute subscriptions to our
platform. We will process the collected data in order to conclude and perform a partner contract with you.
The applied storage period is 12 months of your last activity.
Third-Party Access to Information
We use the following categories of third-party software providers:
• analytics providers to analyze our efficiency and conduct marketing research;
• client relationship management software to manage and perform our marketing (email) activities;
• email notification providers;
• technical support and ticket management software;
• cloud hosting providers to store and process collected data;
• third-party advertisement providers;
• response forms, app-to-app integrations, and webinar platforms;
• website personalization tools.
All third-party providers listed above process personal data based on our instructions only. All cloud hosting
and data storage occurs on U.S.-based infrastructure. All subprocessors are U.S.-based or meet equivalent
data protection standards.
Analytics
When using analytics services, we collect details of platform use, including traffic data, location data, and
length of visit. Non-personally identifiable information is collected and processed by Google Analytics in an
anonymized and aggregated way. For more information on Google's privacy practices, please visit
www.google.com/analytics/policies/.
Payment Providers
To process payments made via the platform, we use third-party payment processors. We do not receive your
payment details, only payment confirmations and transaction details. Payment processors act as
independent controllers over your payment information.
Integrated Plug-ins
The platform allows the connection of third-party software providers via an API. Whenever you interact with
those third-party providers, you provide your information directly to them.
Other Disclosures
In addition to the disclosures identified above, we may disclose information about you: (a) if required to do so
by law or in connection with any legal proceedings; or (b) in case we sell, license, or otherwise assign our
company, platform, or its separate parts to third parties. Except as provided in this privacy notice, we will not
sell, share, or rent your information to third parties.
Your Rights
• The right to object against the processing of your information. If we process your information based on
legitimate interests, you can object at any time.
• The right to access your information. You have the right to know what personal data we process and to
obtain a copy.
• The right to verify and correct your information. If we process inaccurate or out-of-date information, you
may ask for it to be updated or corrected.
• The right to restrict processing. When you contest the accuracy of your information or believe we
process it unlawfully, you have the right to temporarily restrict processing.
• The right to have your personal data deleted. If we are not obligated to retain the data and the data is
not needed for an active contract, we will remove your information upon request.
• The right to data portability. Where we process your personal data on the basis of your consent or
contract performance, we can make your data available to you or to an organization of your choosing
upon request.
You can submit requests or direct questions on data protection to: support@schedlr.net
Security of Information
We will take all necessary measures to protect your information from unauthorized or accidental access,
destruction, modification, blocking, copying, distribution, or other illegal actions. All data is stored and
processed within U.S.-based cloud environments. We process data in accordance with applicable United
States data privacy laws and industry best practices. Immediate access to data is only permitted to our
authorized employees involved in maintaining the application. Such employees maintain strict confidentiality
and prevent unauthorized third-party access.
Changes to This Notice
We may update this privacy notice from time to time by posting a new version on our website. We advise you
to check this page occasionally to ensure you are satisfied with any changes. We will endeavor to provide
you with an announcement about any significant changes.