Privacy Policy

Last updated: 18 March 2026

1. Who we are

HomeoTech ("we", "us", "our") provides IT systems, templates, and optional automation services for holistic practitioners.

For the purposes of UK data protection law, HomeoTech is the "controller" of the personal data described in this Privacy Policy.

Contact

Email

daria@homeotech.com

Location

United Kingdom

2. Scope

This policy explains how we collect, use, store, share, and protect personal data when you:

visit our website or landing pages

contact us about our products/services (e.g., HomeoSync)

purchase products or services

use our templates, systems, or automation add-ons

3. What personal data we collect

We only collect what we need to run the business.

3.1 Data you provide to us

  • Identity/contact details: name, email address, phone number, business/practice name
  • Enquiry details: messages you send us, call booking details
  • Purchase and billing details: invoices, transaction references (we do not store full card details)
  • Account/support details: support requests, troubleshooting information you choose to share

3.2 Data we collect automatically

  • Website usage data: IP address, device and browser information, pages viewed, approximate location, referral source
  • Cookies and similar technologies (see Section 10)

3.3 Sensitive data

We do not ask for "special category data" (such as health data) about you.

We recommend you obtain appropriate consent and professional/legal advice for your own practice privacy notices.

4. How we use your data (purposes)

We use personal data to:

Enquiries & Quotes

Respond to enquiries and provide quotes

Deliver Services

Deliver purchased products and services

Setup & Support

Set up, configure, and support systems and automations

Communications

Send service communications (e.g., important updates)

Improve Offering

Improve our website and offering (analytics and feedback)

Legal & Compliance

Comply with legal obligations (e.g., accounting and tax) and prevent fraud

5. Legal bases (UK GDPR)

We rely on the following legal bases:

Contract

To provide products/services you request or purchase

Legitimate Interests

To run and improve our business, communicate with prospects, prevent fraud, and maintain security (balanced against your rights)

Consent

For certain marketing communications and non-essential cookies (where required)

Legal Obligation

For records we must keep (e.g., tax/accounting)

6. Marketing

If you opt in, we may send marketing emails about HomeoTech products and updates.

You can unsubscribe at any time using the link in the email or by contacting us.

Our commitment

We do not sell your personal data.

7. Who we share data with

We may share personal data with trusted service providers where necessary to operate and deliver our services, for example:

Communication Tools

Email and communication tools

Payment Processors

Payment processors (e.g., Stripe)

Scheduling Tools

Scheduling/booking tools

Productivity Tools

Notion and other productivity tools used for delivery/support

We only share what is necessary, and we require appropriate safeguards via contracts where applicable.

8. International transfers

Some of our service providers may process data outside the UK.

9. Data retention

We keep personal data only for as long as necessary:

1

Enquiries

Typically up to 12 months

2

Customer Records

For the duration of the customer relationship and as required for accounting/tax (often up to 7 years in the UK)

3

Support Records

As needed to provide support and maintain service quality

Retention periods may vary depending on legal requirements and business needs.

10. Cookies

We may use cookies and similar technologies for:

Essential Functionality

Essential site functionality

Marketing

Only where you consent, if used

You can control cookies through your browser settings and (where implemented) our cookie banner.

11. Security

We use reasonable technical and organisational measures to protect personal data, including access controls and secure service providers.

12. Your rights (UK GDPR)

You have the right to:

Access your data

Correct inaccurate data

Request deletion

Restrict or object to processing

Data portability

Withdraw consent

Where processing is based on consent

To exercise your rights, contact us using the details in Section 1.

13. Children

Our services are intended for professionals and businesses. We do not knowingly collect personal data from persons under 18.

14. Changes to this policy

We may update this Privacy Policy from time to time. We will post the updated version with a revised "Last updated" date.

15. Practitioner note

If you use HomeoTech / HomeoSync in your practice to store client data, you should publish your own client-facing privacy notice covering:

01

What client data you collect

02

Why you collect it

03

How long you keep it

04

Who you share it with

05

How clients can access/correct/delete their data


HomeoTech LTD

Registered in England and Wales · 17027245

Automation supports judgement — it doesn't replace it.