Privacy Policy

1. What information we use

When you use ClinicSync Pro, we handle your account and contact details, the credentials needed for your connection, and the clinic information needed for the features you turn on. This may include patient contact details, appointments, invoices and payments from your practice system.

We process that clinic information to sync it with your connected GoHighLevel account and support features you enable. For the revenue dashboard, we fetch the relevant records from your practice system and GoHighLevel when needed and calculate the figures from them. We do not save a separate copy of those source records for the dashboard.

2. What we keep

We keep your ClinicSync Pro account details, connection settings, API keys and encrypted credentials so your integrations can run. We do not keep a separate copy of your practice system's patient charts, clinical notes or full financial records.

For workflow performance, the contact ID, workflow entry time and starting spend amount are held in your connected GoHighLevel account. When you view results, we compare that amount with the latest spend value in GoHighLevel. We do not need to store invoice references in ClinicSync Pro for this comparison.

Some optional actions, including forecast outreach and practitioner absence notices, keep limited settings, summary figures and coded send markers so you can see progress and avoid sending twice. These do not contain the patient's name, email, phone number, chart or invoice. Dashboard results may remain in your browser session while you move between tabs.

We do not sell personal information.

3. How information is protected

Our integration infrastructure runs on Google Cloud in the UK, Australia and North America. We use encrypted connections when information moves between services and encrypt stored connection credentials at rest. The region used depends on your connection and the features you use.

4. Connected services and AI

ClinicSync Pro connects GoHighLevel with the practice management systems you choose. Those services handle information under their own privacy terms.

If you turn on Chat AI, OpenAI processes the information needed for that feature. For Voice AI, you choose the AI provider and ClinicSync Pro supplies the integration APIs. Your chosen provider handles the voice interaction under its own terms.

ClinicSync Pro is independent and is not endorsed or sponsored by connected practice management systems. Product names and trademarks belong to their respective owners.

5. Your choices

You can disconnect an integration, rotate an API key or update the staff credentials used for your connection. Disconnecting stops that integration and removes the credentials we use for it. Information already in GoHighLevel, your clinic system or an AI provider remains with that provider.

To ask about your information, request access, correction or deletion, or opt out of marketing, email hello@clinicsyncpro.com. We will respond in line with applicable requirements.

6. Agreements and updates

If you have a separate signed data processing agreement with us, it also applies to your account. We may update this policy as the service changes; the date above shows the latest version.