Privacy Policy

CoachWorkstream is software that coaches use to run their business: client records, scheduling, messaging, forms, payments and automations. This policy explains what information we handle, why, and the choices you have. CoachWorkstream is operated by DANCUEDIGITAL LLC - CoachWorkstream Protected Series (“DanCueDigital”).

Who this covers

Our customers are coaches and their teams (“workspaces”). Their clients and leads interact with CoachWorkstream through booking pages, forms, email, text messages and connected channels like Instagram and Facebook Messenger. For client and lead information, the coach is in charge of it and decides how it is used; we process it on the coach’s behalf.

Information we collect

• Account details for coaches and team members: name, email, password (stored hashed) and billing details handled by Stripe.
• Client and lead details a workspace stores or collects: name, email, phone, notes, tags, appointments, form answers and payment records.
• Messages sent and received through the platform: email, text messages, Instagram direct messages and comments, Facebook Messenger messages and Facebook Page comments, and (once available) TikTok direct messages.
• Usage and technical data: pages visited on booking and landing pages, device and browser information, and logs we use to keep the service secure.

Instagram data

When a coach connects an Instagram professional account, we use Meta’s Instagram API to receive and send direct messages, receive comments on the coach’s posts and reply to them, and read the account’s basic profile (username and account id). For people who message or comment, we receive their Instagram username, their Instagram-scoped id and the content of their messages and comments.

We use this only to show those conversations in the coach’s inbox and to run the replies and automations the coach sets up. We do not sell it, use it for advertising, or share it with anyone other than the coach’s workspace and the service providers listed below. A coach can disconnect Instagram at any time from Connected apps, which stops all access immediately.

Facebook Page and Messenger data

When a coach connects a Facebook Page, we use Meta’s Pages and Messenger APIs to receive and send Messenger messages for that Page, receive comments on the Page’s posts and reply to them (publicly or with one private message), and read the Page’s name and id. For people who message or comment, we receive their name, the ids Meta gives them for that Page, and the content of their messages and comments.

We use this only to show those conversations in the coach’s inbox and to run the replies and automations the coach sets up, within Meta’s messaging windows. We do not sell it, use it for advertising, or share it beyond the coach’s workspace and the service providers below. A coach can disconnect the Page at any time from Connected apps, and anyone can remove CoachWorkstream from their Facebook settings, which stops access immediately. Writing STOP to a coach’s Page or Instagram account stops automated messages to you.

TikTok data

CoachWorkstream does not connect to TikTok yet: today we receive no TikTok data. We are building an optional TikTok connection that starts only after TikTok approves our app. When it is available, a coach can connect their own TikTok Business Account through TikTok’s authorization screen. We will then use TikTok’s APIs to read that account’s basic profile (display name, username, profile image and account type) and to receive and send direct messages for it. For people who message the coach, we receive their TikTok display name and username, the id TikTok gives them and the content of their messages.

We use this only to show those conversations in the coach’s inbox and to run the replies and keyword automations the coach sets up, within TikTok’s messaging limits. We never start a TikTok conversation with someone who has not messaged the coach first. We do not sell TikTok data, use it for advertising or profiling, or share it beyond the coach’s workspace and the service providers below. When a coach disconnects TikTok in Connected apps, or the authorization is revoked in TikTok, we delete the stored TikTok tokens and stop processing that account’s messages, and we delete its TikTok message data within 30 days.

How we use information

• To provide the service: store records, send the messages and reminders a workspace sets up, and run its automations.
• To keep the service secure, prevent abuse and comply with the law.
• To bill workspaces and send account and service notices.

Service providers

We use providers to run the platform, including hosting, Amazon SES for email, Telnyx for text messages, Stripe for payments, Meta for Instagram and Messenger messaging and, once the TikTok connection is available, TikTok for TikTok messaging. They process information only to provide their service to us.

Text messages (SMS)

Coaches text their clients and leads from their own number through CoachWorkstream, only after the person agrees to receive texts (for example by ticking the text message box on a booking page or form). Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time and HELP for help.

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. Information is shared only with the subcontractors that deliver the messages (Telnyx and the mobile carriers), and only as needed to deliver them.

Each coach’s booking page has its own Privacy Policy and Terms, written in the coach’s business name, linked from the opt-in box and the footer of their pages. See also the text message section of our Terms of Service.

Retention and deletion

We keep workspace data while the workspace is active. A coach can delete clients, conversations or the whole workspace. We remove deleted data from our systems within 30 days, except where the law requires us to keep it. See our data deletion instructions.

Your choices

If you are a client or lead of a coach who uses CoachWorkstream, contact that coach to access, correct or delete your information, or email us and we will pass your request on. You can opt out of text messages by replying STOP and out of marketing emails with the unsubscribe link.

Contact

Questions about this policy: [email protected].
By mail: DANCUEDIGITAL LLC - CoachWorkstream Protected Series, 1970 E Osceola Pkwy, PMB 135, Kissimmee, FL 34743.