Terms of Service

ConsultingOS is a membership, billing, access, and engagement platform for coaching and consulting businesses. It helps you manage members, programs, payments, staff access, and integrations with third-party tools you connect (such as Stripe and GoHighLevel). We may add, change, or remove features over time.

• Staff accounts are created and managed by your organization’s administrators. You are responsible for keeping login credentials confidential and for all activity under your account.
• You must provide accurate information and promptly update it if it changes.
• You must be at least 18 years old and legally able to enter into these Terms.
• Notify us immediately at tom@tomleonardis.com if you suspect unauthorized access.

You retain ownership of the data you and your staff enter or upload (“Customer Data”), including information about your members. As between you and us, you are the controller of Customer Data and we process it on your behalf to provide the Service. You are responsible for:

• Having the necessary rights and consents to collect and upload Customer Data, including your members’ personal information.
• Complying with all laws that apply to your business, your members, and your use of the Service.
• The accuracy of member statuses, billing arrangements, and other records you maintain in the Service.

The Service lets you connect third-party services you control, such as Stripe (payments) and GoHighLevel (CRM). Your use of those services is governed by their own terms and privacy policies. We are not responsible for third-party services, and connecting them is at your discretion. Payment card processing is handled entirely by Stripe under your own Stripe account — we do not store full card numbers.

You agree not to:

• Use the Service for anything unlawful, harmful, deceptive, or infringing.
• Upload data you don’t have the right to use, or that violates anyone’s privacy or rights.
• Attempt to breach, probe, or circumvent the security of the Service, or access data that isn’t yours.
• Reverse engineer, resell, or copy the Service except as permitted by law.
• Interfere with or disrupt the Service, or overload our systems.

If your plan includes fees, you agree to pay them as described at sign-up or in your order. Fees are exclusive of taxes, which you are responsible for. Unless required by law or stated otherwise, payments are non-refundable. We may change pricing on a going-forward basis with reasonable notice.

The Service, including its software, design, and content (excluding Customer Data), is owned by us and our licensors and is protected by law. We grant you a limited, non-exclusive, non-transferable right to use the Service during your subscription. You grant us the limited rights needed to host and process Customer Data to provide the Service.

The Service is provided “as is” and “as available,” without warranties of any kind, whether express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will be uninterrupted, error-free, or secure, or that it will meet your requirements. Reports, reconciliations, and AI-generated suggestions are informational and are not financial, legal, or tax advice.

To the fullest extent permitted by law, we will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, or data. Our total liability arising out of or relating to the Service will not exceed the greater of (a) the amount you paid us for the Service in the 12 months before the claim, or (b) US$100.

You agree to indemnify and hold us harmless from claims, damages, and expenses arising out of your Customer Data, your use of the Service, your violation of these Terms, or your violation of any law or third-party right.

You may stop using the Service at any time. We may suspend or terminate access if you breach these Terms or if needed to protect the Service or others. On termination, your right to use the Service ends. You may request an export of your Customer Data before termination; we may delete Customer Data after a reasonable period following termination.

We may update these Terms from time to time. If we make material changes, we will update the “last updated” date above and, where appropriate, provide notice. Continued use of the Service after changes take effect means you accept the revised Terms.

These Terms are governed by the laws of the State of New Jersey, United States, without regard to its conflict-of-laws rules. The exclusive venue for disputes will be the state or federal courts located in New Jersey, and you consent to their jurisdiction.

Questions about these Terms? Contact us at tom@tomleonardis.com.