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We tried to be informative, but if there is anything you need more information on please do not hesitate to ask.
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About Us

Plan Genius provides the latest in Electronic Scheduling, Marketing and Customer Information Management bundled into one user and budget friendly solution.

The Geniuses are a group of professional, versatile and customizable client management tools that will increase your business’s IQ. From online appointment scheduling to professional e-mail newsletters, let the Geniuses save your business time and money, while utilizing the latest technologies to enhance the customer experience and fuel your business’s growth. Business success doesn’t take a Rocket Scientist… but having a Genius sure helps…

Community

We feel that every individual should benefit from smart designs and ideas so that they can spend more time with their families and in their communities.

We are so passionate about that goal we contribute 5% of our annual pre-tax revenue to carefully selected charitable organizations dedicated to improving the community and the world.

Together we’ll make your life less complicated as well as those in need.

Are you a non-profit organization? We offer deeply discounted (and in some cases free) service to select non-profit organizations in addition to our giving campaign. Would you like to be selected into our community program?

The Genius Mission

Plan Genius is passionate about efficient and artfully implemented solutions.

History
We started Plan Genius after years of observing how technology was implemented. It was often cluttered, disorganized and single minded. It was at that point a partnership was formed between three businesses into one forming Plan Genius. We dedicated ourselves to making the world a more efficient (and in turn greener) place through well thought out, uncomplicated, organized, and intuitive process improvements that can be used in everyone's daily life.

Philosophy
We spend a substantial amount of time thinking through the best process designs by introducing the human element into our products to ensure they don't just appeal to those who speak in 1s and 0s. We guarantee it is straightforward for both the business and the customer while still being effective and professional. We strongly feel that technology does not have to be expensive and that not all companies need an IT department to own sophisticated tools and the tools that a business uses should require minimal, if any, maintenance.

We are Plan Genius and we simplify technology into usable solutions.

Is there a process that you know of that you feel could be improved?

Sustainability

At Plan Genius we are dedicated to improving the world by making it a more efficient and simpler place. Our technology is not only centered around connecting businesses and their community but around ensuring our children and their children will have a great world to live in. Every solution we develop ensures that we responsibly cut paper waste, CO2 emissions, and lastly human time to guarantee a sustainable future for everyone.

Privacy Policy

Download Privacy Policy to read offline

What information do we collect?

We collect information from you when you register on our site, subscribe to our newsletter or fill out a form.

When ordering or registering on our site, as appropriate, you may be asked to enter your: name, e-mail address, mailing address, phone number or credit card information. You may, however, visit our site anonymously.

What do we use your information for?

Any of the information we collect from you may be used in one of the following ways:

  • To personalize your experience (your information helps us to better respond to your individual needs)
  • To improve our website (we continually strive to improve our website offerings based on the information and feedback we receive from you)
  • To improve customer service (your information helps us to more effectively respond to your customer service requests and support needs)
  • To process transactions
    • Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested.
  • To send periodic emails
    • The email address you provide for order processing, may be used to send you information and updates pertaining to your order, in addition to receiving occasional company news, updates, related product or service information, etc. Note: If at any time you would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email.
How do we protect your information?

We implement a variety of security measures to maintain the safety of your personal information when you place an order or access your personal information.

We offer the use of a secure server. All supplied sensitive/credit information is transmitted via Secure Socket Layer (SSL) technology and then encrypted into our Payment gateway providers database only to be accessible by those authorized with special access rights to such systems, and are required to?keep the information confidential.

After a transaction, your private information (credit cards, social security numbers, financials, etc.) will not be stored on our servers.

Do we use cookies?

Yes (Cookies are small files that a site or its service provider transfers to your computers hard drive through your Web browser (if you allow) that enables the sites or service providers systems to recognize your browser and capture and remember certain information

We use cookies to help us remember and process the items in your shopping cart, understand and save your preferences for future visits and compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future. We may contract with third-party service providers to assist us in better understanding our site visitors. These service providers are not permitted to use the information collected on our behalf except to help us conduct and improve our business.

Do we disclose any information to outside parties?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

Third party links

In an attempt to provide increased value to our visitors, Plan Genius may link to sites operated by third parties. However, even if the third party is affiliated with Plan Genius, Plan Genius has no control over these linked sites, all of which have separate privacy and data collection practices, independent of Plan Genius. These linked sites are only for your convenience and therefore you access them at your own risk. Nonetheless, Plan Genius seeks to protect the integrity of its web site and the links placed upon it and therefore requests any feedback on not only its own site, but for sites it links to as well (including if a specific link does not work).

California Online Privacy Protection Act Compliance

Because we value your privacy we have taken the necessary precautions to be in compliance with the California Online Privacy Protection Act. We therefore will not distribute your personal information to outside parties without your consent.

As part of the California Online Privacy Protection Act, all users of our site may make any changes to their information at anytime by logging into their admin panel and going to the 'My Account' page.

Childrens Online Privacy Protection Act Compliance

We are in compliance with the requirements of COPPA (Childrens Online Privacy Protection Act), we do not collect any information from anyone under 13 years of age. Our website, products and services are all directed to people who are at least 13 years old or older.

Terms and Conditions

Please also visit our Terms and Conditions section establishing the use, disclaimers, and limitations of liability governing the use of our website at plangenius.com/tos.aspx

Your Consent

By using our site, you consent to our online privacy policy.

Changes to our Privacy Policy

If we decide to change our privacy policy, we will post those changes on this page.

This policy was last modified on 07/16/2010.

Contacting Us

If there are any questions regarding this privacy policy you may contact us using the information below.

www.plangenius.com/privacy.aspx
P.O. Box 38186
Richmond, VA 23231
support@plangenius.com


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