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📘 Help Article: Security and Data Safety in Plannerly

Answers to common security and data safety questions in Plannerly: where to find our terms, how to reach us, and when we complete security questionnaires.

Contents

Overview

At Plannerly, we take data security and privacy seriously. Whichever plan you are on - Free, Pro, Company or one of our earlier plans - your information is protected in line with our Terms & Conditions.

This article explains what resources are available, who to contact, and how security questions are handled.


General Security Information

You can review our Terms & Conditions at any time:
https://plannerly.com/terms

The terms include details on:

  • How your data is stored and accessed
  • Responsibilities of both Plannerly and users
  • Compliance with standard data protection practices

Contacting Us About Security

If you have questions about security, privacy, or compliance, you have three options:

  1. Review our Terms & Conditions for published details.
  2. Book a meeting with a Plannerly team member to discuss your concerns.
  3. Use the in-app chat to share your questions directly.

Security Questionnaires on the Company Plan

Plannerly completes customer-specific security questionnaires for Company plan customers, and for customers whose earlier plan already includes them.

  • This ensures dedicated resources are available for in-depth compliance reviews.
  • If your company requires a detailed review, the Company plan is the right path. Choose Talk to us about Company on the plans page, or ask us in the in-app chat.

Summary

  • All customers can review our Terms & Conditions for general security details.
  • You can contact us via meeting booking or in-app chat.
  • Security questionnaires are completed for Company plan customers, and for customers whose earlier plan already includes them.

If you would like to learn more about the Company plan, including single sign-on, data residency and other security options, book a call here:
https://plannerly.com/meeting