Legal Center
Terms and policies for using Ottocal.
These documents explain how Ottocal handles accounts, contact CRM records, deal workspaces, bookings, invoices, payments, recordings, AI features, cookies, refunds, security expectations, acceptable use, and infrastructure disclosures.
Last updated July 14, 2026
Available documents
Licensed Practice Addendum
Additional rules for licensed and regulated practices using Ottocal's limited workflow tools.
Privacy Requests
Submit access, correction, export, deletion, restriction, or appeal requests.
Terms
The main platform terms for accounts, hosts, clients, CRM records, bookings, payments, AI features, and calls.
Privacy
How Ottocal collects, uses, stores, and shares personal and business data across bookings, CRM records, and the rest of the platform.
Cookies
How Ottocal uses cookies, local storage, and similar technologies for sign-in, security, and reliability.
Security
How Ottocal approaches account security, infrastructure safeguards, incident response, and vulnerability reporting.
AI Policy
Rules and expectations for AI-generated titles, emails, summaries, CRM automation, and host review obligations.
Recording & Consent
How recording, transcription, recaps, and participant consent should be handled on Ottocal.
Acceptable Use
What users may not do with booking pages, messaging, payments, AI, calls, exports, or automation workflows.
Affiliate Agreement
Commission, attribution, holds and reversals, payouts, taxes, and termination rules for the Ottocal affiliate program.
Affiliate Guidelines
How affiliates may promote Ottocal: disclosure requirements, permitted claims, paid-ads rules, messaging consent, and brand usage.
Refunds
How refunds, chargebacks, reversals, and host-controlled cancellation terms work on Ottocal.
Subprocessors
The core infrastructure and third-party service providers Ottocal relies on to operate the platform.
Recommended reading by workflow
- Hosts publishing client-facing consultation pages or CRM contact records should review Terms, Privacy, Refunds, and Recording & Consent.
- Teams using meeting summaries, contact records, drafts, or AI automations should review the AI Policy and Privacy Policy.
- Security-conscious customers and procurement teams should review Security and Subprocessors.
How to use this legal center
Hosts should review the Terms of Service, Privacy Policy, Refund Policy, and Acceptable Use Policy before publishing a booking page, storing CRM contact data, enabling payments, or turning on recording and AI features. Recording & Consent, AI Policy, Security, and Subprocessors add more detail for operational, compliance, and vendor-review needs.
Clients can use these pages to understand how bookings, contact records, invoices, messages, recordings, and payment workflows are handled on the platform.
Important note
These policies are designed to cover Ottocal's current services, including CRM contact records, deal workspaces, payments, invoicing, messaging, calendar integrations, AI-generated content, recordings, transcripts, and in-app calls. They should still be reviewed by counsel for regulated industries, jurisdiction-specific requirements, or enterprise agreements.