Terms and Conditions

Please read these Terms and Conditions ("Terms") carefully before using the ClientFare platform operated by ClientFare ("us", "we", "our").

Your access to and use of the Service is conditioned on your acceptance of and compliance with these Terms. These Terms apply to all visitors, users, and others who access or use the Service.

By accessing or using the Service you agree to be bound by these Terms. If you disagree with any part of the terms, you may not access the Service.

1. Service Description

ClientFare is a professional fee collection and client intake platform built for travel advisors. It enables advisors to create branded client portals, collect planning fees, gather client intake information via customizable forms, manage payment links, and optionally schedule consultations through calendar integration. Payment processing is facilitated through Stripe, a third-party payment processor.

2. Account Registration and Subscription

2.1 Account Registration

To use our Service as an advisor, you must register for an account. You agree to provide accurate, current, and complete information during registration and to keep that information up to date. We reserve the right to suspend or terminate accounts where information is found to be inaccurate, incomplete, or misleading.

2.2 Subscription Plans and Platform Fees

We offer the following subscription plans:

• Starter (Free): No monthly subscription fee. A platform fee of 3.99% applies to each planning fee payment processed through the Service. The Starter plan includes 1 active payment link, 2 fee types, and up to 5 custom intake form fields. There is no limit on the number of consultations or payment transactions per month.
• Professional ($19/month): A monthly subscription fee applies. A reduced platform fee of 1.99% applies to each planning fee payment processed through the Service. The Professional plan includes unlimited payment links, unlimited fee types, unlimited custom intake form fields, custom portal colors, and removal of the ClientFare badge. There is no limit on the number of consultations or payment transactions per month.

Platform fees are automatically deducted from payments processed through the Service via Stripe Connect. Monthly subscription fees for the Professional plan are charged in advance at the start of each billing period. All fees are non-refundable unless otherwise required by law or stated in our Refund Policy.

We reserve the right to modify subscription pricing or platform fees at any time. We will provide at least 30 days' notice of any changes to existing subscribers prior to implementation.

2.3 Payment Processing via Stripe Connect

All payment processing is handled through Stripe and Stripe Connect. Advisors must connect a Stripe account to accept payments through the Service. You may connect an existing Stripe account or create a new one directly through the platform. By using our Service, you agree to Stripe's Terms of Service and Connected Account Agreement. We do not store credit card or sensitive payment data on our servers. You are responsible for ensuring your Stripe account remains in good standing and complies with all applicable laws and regulations. Stripe's standard processing fees (2.9% + 30¢ per transaction) apply in addition to ClientFare's platform fee and are collected once regardless of whether you or ClientFare initiates the charge.

2.4 Subscription Renewal and Cancellation

Professional subscriptions automatically renew at the end of each billing period unless cancelled prior to the renewal date. You may cancel at any time through your account settings. Upon cancellation, you retain access to Professional features until the end of your current billing period, after which your account reverts to the Starter plan. Reverting to the Starter plan will limit your active payment links, fee types, and custom form fields to the Starter plan limits.

3. Advisor Responsibilities

3.1 Professional Conduct

As an advisor using our platform, you are responsible for:

• Providing accurate information about your services and planning fees
• Obtaining proper consent from clients before collecting their personal information
• Delivering the services you advertise and charge planning fees for
• Complying with all applicable laws, regulations, and professional standards
• Safeguarding client information and respecting client privacy rights
• Responding to client inquiries and consultation requests in a timely manner
• Managing your payment links, fee types, and calendar availability accurately

3.2 Prohibited Uses

You agree not to use our Service to:

• Engage in fraudulent, deceptive, or illegal activities
• Collect planning fees for services you do not intend to provide
• Violate any applicable laws or regulations
• Infringe on the intellectual property rights of others
• Upload or distribute malicious code, viruses, or malware
• Spam, phish, or engage in other abusive communication practices
• Harass, threaten, or harm clients or other users
• Misrepresent your qualifications, credentials, or expertise

3.3 Client Disputes

You are solely responsible for resolving any disputes with your clients regarding planning fees, services rendered, refunds, or any other matters. ClientFare is not a party to the advisor-client relationship and has no obligation to mediate disputes or process refunds on your behalf. We reserve the right to investigate complaints and take appropriate action, including suspending or terminating accounts that violate these Terms.

3.4 Account Security

You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. You must notify us immediately of any unauthorized use of your account or any other security breach.

4. Client Appointments and Payments

4.1 Fee Collection Process

Clients book consultations and pay for fees through advisor-created payment links, all of which direct clients to the advisor's branded ClientFare portal. By submitting a payment, clients agree to pay the fee specified by the advisor, complete the intake form, and provide accurate contact information. Payment and consultation confirmation is subject to successful payment processing.

4.2 Payment Terms

Fees are collected at the time of intake through Stripe. Clients are responsible for ensuring their payment information is accurate. Refund policies are set by individual advisors. Clients should review the advisor's stated refund policy before completing a payment. ClientFare does not issue refunds on behalf of advisors.

5. Intellectual Property

5.1 Our Intellectual Property

The Service and its original content, features, and functionality are and will remain the exclusive property of ClientFare and its licensors. The Service is protected by copyright, trademark, and other applicable laws. Our trademarks and trade dress may not be used without our prior written consent.

5.2 Your Content

You retain all rights to content you submit through the Service, including your business name, logo, agency information, fee descriptions, and intake form content. By submitting content, you grant us a worldwide, non-exclusive, royalty-free license to use, reproduce, and display such content solely for the purpose of providing and improving the Service.

6. Third-Party Services

6.1 Stripe and Stripe Connect

Our Service uses Stripe and Stripe Connect for payment processing. Your use of Stripe's services is governed by Stripe's Terms of Service, Privacy Policy, and Connected Account Agreement. We are not responsible for issues arising from Stripe's services or payment processing.

6.2 Google Calendar Integration

Advisors may optionally connect Google Calendar to enable consultation scheduling. If you enable this integration, you are responsible for ensuring you have the necessary permissions and that your use complies with Google's Terms of Service. We are not responsible for issues arising from calendar integration or synchronization errors.

7. Limitation of Liability

In no event shall ClientFare, nor its directors, employees, partners, agents, suppliers, or affiliates, be liable for any indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from:

1. Your access to or use of or inability to access or use the Service;
2. Any conduct or content of any third party on the Service;
3. Any content obtained from the Service;
4. Unauthorized access, use, or alteration of your transmissions or content;
5. Disputes between advisors and clients;
6. Issues with Stripe, Google Calendar, or any other third-party service provider;
7. Loss of appointments, revenue, or business opportunities.

Our total liability to you for all claims arising from or related to the Service shall not exceed the amount you paid us in the twelve (12) months preceding the claim, or one hundred dollars ($100), whichever is greater.

8. Disclaimer

Your use of the Service is at your sole risk. The Service is provided on an "AS IS" and "AS AVAILABLE" basis without warranties of any kind, whether express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, or non-infringement.

ClientFare does not warrant that the Service will function uninterrupted or error-free, that defects will be corrected, or that the Service is free of harmful components. ClientFare is a platform that facilitates fee collection and client intake between travel advisors and their clients. We do not verify advisor credentials, guarantee advisor performance, or endorse any particular advisor. Clients are solely responsible for evaluating advisors before completing a payment.

9. Indemnification

You agree to defend, indemnify, and hold harmless ClientFare and its licensors, affiliates, officers, directors, employees, contractors, agents, and representatives from and against any and all claims, damages, obligations, losses, liabilities, costs, and expenses (including attorney's fees) arising from: (1) your use of the Service; (2) your violation of these Terms; (3) your violation of any third-party rights, including intellectual property or privacy rights; (4) disputes with clients; or (5) any content you submit through the Service.

10. Data Processing and Security

We implement reasonable security measures to protect your data and comply with applicable data protection laws. For details on how we process personal data, please refer to our Privacy Policy. By using our Service, you acknowledge and agree that:

• We will store and process your data, including personal information, on servers located in various jurisdictions
• Payment data is processed and stored by Stripe in accordance with their security standards
• Client intake data submitted through your client portal is stored on your behalf and subject to your own privacy obligations to your clients
• No method of transmission over the internet or electronic storage is 100% secure
• You are responsible for maintaining the security of your account credentials
• You will report any security vulnerabilities or breaches to us immediately

11. Termination

We may terminate or suspend your account immediately, without prior notice or liability, for any reason, including if you breach these Terms. Upon termination, your right to use the Service will immediately cease. You may terminate your account at any time through your account settings or by contacting us.

Upon termination, you will lose access to your payment links, client portal, intake data, and analytics. We may retain your data as outlined in our Privacy Policy and as required by law. Any outstanding platform fees or subscription charges will remain due and payable.

12. Governing Law

These Terms shall be governed and construed in accordance with the laws of the State of California, United States, without regard to its conflict of law provisions. If any provision of these Terms is held to be invalid or unenforceable, the remaining provisions will remain in effect.

13. Dispute Resolution

Any disputes arising from these Terms or your use of the Service shall first be attempted to be resolved through good faith negotiations. If negotiations fail, disputes shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association, conducted in California. You agree to waive any right to a jury trial or to participate in a class action lawsuit.

14. Changes to Terms

We reserve the right to modify these Terms at any time. We will provide at least 30 days' notice of significant changes by posting a notice on our website or sending an email to your registered address. Continued use of the Service after changes become effective constitutes acceptance of the revised Terms.

We also reserve the right to modify, suspend, or discontinue the Service at any time, with or without notice. We shall not be liable to you or any third party for any modification, suspension, or discontinuance of the Service.

15. Entire Agreement

These Terms, together with our Privacy Policy and any other legal notices or policies published by us on the Service, constitute the entire agreement between you and ClientFare concerning the Service and supersede all prior agreements and understandings, whether written or oral.

16. Contact Information

If you have any questions about these Terms, please contact us at: