๐Ÿ”’ Overview

At Plannerly, we take data security and privacy seriously. Whether youโ€™re using Plannerly on a free, individual, or enterprise plan, 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.


๐Ÿ“„ General Security Information

You can always review our Terms & Conditions here:
๐Ÿ‘‰ plannerly.com/terms

The terms include details on:

  • โœ… How your data is stored and accessed

  • โœ… Responsibilities of both Plannerly and users

  • โœ… Compliance with standard data protection practices


๐Ÿ‘ฅ Contacting Us About Security

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

  1. ๐Ÿ“„ Review our Terms & Conditions for published details.

  2. ๐Ÿ“… Book a meeting with a Plannerly team member to discuss your concerns.

  3. ๐Ÿ’ฌ Use the in-app chat (like youโ€™re doing now) to share your questions directly.


๐Ÿข Enterprise Security Questionnaires

โš ๏ธ Important: Plannerly only completes customer-specific security questionnaires for Enterprise plan customers.

  • This ensures dedicated resources are available for in-depth compliance reviews.

  • If your company requires a detailed review, upgrading to an Enterprise plan is the way to proceed.


โœ… Summary

  • All customers can review our Terms & Conditions for general security details.

  • You can contact us via meeting booking, chat, or by reviewing the published terms.

  • Security questionnaires are only completed for Enterprise plans.

๐Ÿ‘‰ If youโ€™d like to learn more about Enterprise features (including advanced security options), book a call here: plannerly.com/meeting.