Before you start
Your business is the controller of your customers' and staff's personal details: you decide why and how they're used. We're your processor: we store and use them only to run the software for you.
- Open Settings. Under More settings, choose Data and privacy.
- Under How long you keep data, enter the Months for a kind of data, such as visit photos, messages or website enquiries, and choose Save. Use the default puts it back.
- Choose Preview your privacy notice to see what your customers are told.
What happens next
When a period ends, the nightly tidy-up deletes the data or removes anything that identifies the person. Your privacy notice shows these periods. Some periods are Set for everyone: invoices and payment records are kept for 6 years, as tax law requires.
Customers see the notice on your website, on your portal's sign-in page and in the portal. To give a customer their data, use Download their data on their page; to erase a customer who asks, use the same page. Invoices and payments stay for your tax records.
If something goes wrong
- “Choose a number of months from … to ….”: each kind has its own shortest and longest period.
- “Your privacy notice shows once your account is active.”: preview it later.
Who can do this
Only the owner.
Still stuck? Send us a message.