At PT Biz CRM LLC (“Patch,” “we,” “us,” or “our”), we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you visit our website www.thepatchsystem.com (the “Site”), communicate with us, or use our marketing, CRM, advertising, and consulting services for clinic growth.

By accessing our Site or working with Patch, you consent to the practices described in this Privacy Policy.

Information We Collect

1. Personal Information

We collect personal information that you voluntarily provide to us, such as:

• Name
• Email address
• Phone number
• Business name
• Role/title
• Billing information
• Information submitted through forms, applications, or onboarding questionnaires

This information is used to communicate with you and deliver Patch’s services effectively.

2. Business Information

Because Patch is a digital marketing and CRM agency, we may collect:

• Website URLs
• Advertising account data
• CRM configuration information
• Lead sources and performance metrics
• Business operations information needed to set up or optimize services

This information allows us to build and optimize marketing systems for clinic owners.

3. Usage Data

We may automatically collect non-identifying information about how you interact with our Site, including:

• IP address
• Browser type
• Device identifiers
• Pages visited
• Time and date of visit
• Referring URLs

This helps us improve website performance and user experience.

4. No Sensitive Data Collected

Patch does not collect or store:

• Personal health information (PHI)
• Medical records
• Sensitive patient data

Any client CRM or advertising system we work on remains fully under the client’s control. Patch only accesses business-level data necessary to provide services.

How We Use Your Information

We may use your information for the following purposes:

• To deliver and maintain our marketing, CRM, and consulting services
• To communicate with you regarding onboarding, support, billing, and service updates
• To optimize advertising campaigns and deliver analytics
• To respond to inquiries and provide customer service
• To improve our Site, services, and internal systems
• To comply with legal obligations

Patch does not sell personal information.

Sharing Your Information

We may share your information in the following situations:

1. With Service Providers

Patch may use trusted third-party platforms to help deliver our services, including:

• CRM systems
• Email service providers
• Analytics platforms
• Advertising platforms
• Payment processors

These providers only receive information necessary to perform their functions.

2. Business Operations

We may share information with contractors or team members who assist with:

• CRM builds
• Ads management
• SEO
• Email marketing
• Client support

All team members are required to follow confidentiality and data-protection standards.

3. Legal Requirements

We may disclose information if required to:

• Comply with the law
• Respond to court orders
• Protect our legal rights

4. No Mobile Information Sharing

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Text messaging opt-in data and consent will never be shared with any third party.

Your Rights

Depending on your location, you may have the right to:

• Access the personal information we hold
• Correct inaccurate information
• Request deletion of your information
• Opt out of marketing communications

To exercise these rights, contact us at jeremy@thepatchsystem.com.

Security of Your Information

Patch uses commercially reasonable safeguards to protect your information, including secure servers and access controls.
However, no online transmission or storage method is 100% secure. By using our Site, you acknowledge this risk.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Effective Date.” You are encouraged to review this policy periodically.

Contact Us

If you have any questions about this Privacy Policy, please contact us:

PT Biz CRM LLC (Patch)
Email: jeremy@thepatchsystem.com
Website: www.thepatchsystem.com

Terms and Conditions for SMS Communication

By opting in to receive SMS communications from PT Biz CRM LLC (“Patch,” “we,” “us,” or “our”), you agree to the following:

1. Description of SMS Messaging

By providing your mobile number, you consent to receive SMS messages from Patch related to:

• Onboarding updates
• Account notifications
• Service updates
• Support communication
• Appointment scheduling (e.g., demo calls)
• Marketing tips, offers, and educational content (only if opted in)

2. Message Frequency

Message frequency may vary depending on your activity with Patch.

3. Message and Data Rates

Standard message and data rates may apply according to your mobile carrier.

4. Opting Out

You may opt out at any time by replying:

“STOP”

to any message.
You will receive a confirmation message, and no further SMS messages will be sent.

5. Help and Support

For assistance, reply:

“HELP”

Or contact our support team at:
jeremy@thepatchsystem.com

6. Privacy

Your mobile number and SMS consent will be handled in accordance with our Privacy Policy.

We do not sell, rent, or share your mobile number with third parties except when required by law or necessary to provide services (e.g., using an SMS platform to deliver the message).