These Terms cover how Refzy works for the three types of people who use it: businesses that subscribe to Refzy (“clients”), customers they invite to share their experience (“references”), and people who book a conversation through Refzy (“prospects”).
By creating an account, subscribing, booking a conversation, or otherwise using Refzy, you agree to these Terms.
Who we are
Refzy (“Refzy,” “we,” “us,” or “our”) operates the Refzy platform.
Questions about these Terms can be sent to help@refzy.ai.
What Refzy does
Refzy helps businesses connect prospects with customers who have previously worked with them.
We provide tools that may include website widgets, reference profiles, invitations and onboarding, scheduling, reminders, payments, video meetings, conversation recording and transcription, AI-assisted analysis, reporting, and related services.
Accounts
- Provide accurate information and keep it up to date.
- Keep your login credentials secure.
- You are responsible for activity under your account, including activity by users you authorize.
- Tell us promptly if you believe your account has been accessed without permission.
Plans and billing
- Refzy subscriptions are billed monthly in advance at the price shown when you subscribe.
- Subscriptions automatically renew each month until canceled.
- There is no long-term contract.
- The Essential plan includes the number of completed conversations shown on our pricing page.
- Additional completed conversations under the Essential plan are billed at the applicable per-conversation rate.
- The Unlimited plan includes unlimited completed conversations, subject to these Terms and reasonable use of the service.
- Reference compensation and applicable payment processing fees are separate from subscription fees.
- You may cancel your subscription at any time. Cancellation stops future renewal charges, and your subscription remains active through the end of the billing period already paid for.
- If we change subscription pricing, we will provide notice before the new price applies to your next renewal.
- Payments are processed by third-party payment providers such as Stripe. Refzy does not store full payment card numbers.
Refunds
Subscription fees, usage charges, processing fees, and other charges are generally non-refundable.
We do not provide prorated refunds or credits for unused subscription time.
If a material technical issue caused by Refzy prevents you from receiving the service you paid for, contact us at help@refzy.ai. After reviewing the circumstances, we may issue a refund, credit, or other adjustment at our discretion.
Reference payments that have already been earned or paid are not refundable except in cases of error, fraud, or another circumstance we determine warrants reversal.
Reference payments
- Clients decide how much references are compensated for each completed conversation.
- Reference compensation is separate from the Refzy subscription price.
- References are compensated for their time, not for what they say or whether a prospect becomes a client.
- Clients are responsible for funding reference payments and applicable processing fees.
- Refzy may facilitate those payments through third-party payment providers.
- We may withhold or reverse payment where a conversation did not legitimately take place, involved fraud or self-booking, violated these Terms, or was otherwise ineligible for payment.
- References are responsible for any taxes or reporting obligations associated with compensation they receive.
Conversations
Everyone participating in a Refzy conversation agrees to the following:
- Honest and unscripted. References speak in their own words. Clients must not script, pressure, or require references to give positive feedback.
- Paid for time, not endorsement. Compensation is for participating in the conversation, not for providing a favorable opinion.
- Experience, not professional advice. References describe their own experience. Their statements are not legal, medical, financial, or other professional advice and should not be relied on as such.
- Independent. References are not employees or agents of Refzy and do not speak on behalf of Refzy. Unless separately disclosed, they also do not speak on behalf of the client.
- Respectful. Participants may not harass, threaten, pressure, solicit, or misuse another participant’s information.
- Platform-based contact. Participants should use Refzy to arrange conversations rather than attempting to obtain or use another participant’s private contact information outside the service.
Recording, transcription, and AI analysis
Refzy conversations may be recorded and transcribed.
Participants are informed of recording and consent to it as part of the Refzy booking and participation process.
Refzy may use recordings and transcripts to:
- provide records of conversations;
- support trust, safety, and accountability;
- investigate misuse, disputes, or payment issues;
- provide clients with insight into prospect questions and concerns;
- generate summaries, trends, and other insights; and
- analyze conversations using automated or AI-assisted systems.
Conversation recordings, transcripts, summaries, and insights may be made available to the client whose Refzy program arranged the conversation.
Participants should avoid unnecessarily sharing sensitive personal, medical, financial, legal, or confidential information during a Refzy conversation.
Our collection, use, storage, and sharing of recordings and transcripts are further described in our Privacy Policy.
What clients are responsible for
Clients are responsible for:
- providing customer information they are legally permitted to provide to Refzy;
- inviting only people with whom they have a genuine customer or client relationship;
- ensuring information they provide to Refzy is accurate;
- complying with laws, professional rules, advertising requirements, and ethical obligations applicable to their business;
- determining whether their use of testimonials, customer references, compensation, recordings, or other Refzy features is permitted in their industry; and
- protecting confidential or privileged information they receive through Refzy.
Refzy does not provide legal or regulatory advice regarding a client’s use of the platform.
No guarantee of results
Refzy is designed to help businesses build trust and improve the prospect experience, but we do not guarantee that use of Refzy will result in new customers, increased conversion rates, additional revenue, or any particular business outcome.
References and prospects make their own decisions, and Refzy does not control what participants say or how another person responds.
Acceptable use
You may not use Refzy to:
- violate any law or regulation;
- harass, threaten, deceive, or impersonate another person;
- submit false or misleading information;
- manipulate bookings or payments;
- arrange fraudulent or self-booked conversations;
- scrape or harvest information from the service;
- attempt to access accounts, systems, or information you are not authorized to access;
- introduce malicious code or interfere with operation of the service; or
- use Refzy in a way that infringes another person’s rights.
Your content and our platform
You retain ownership of information and materials you provide to Refzy, including logos, photographs, customer information, profiles, and other content.
You grant Refzy permission to use that content as reasonably necessary to provide, operate, secure, and support the service.
Refzy owns the Refzy platform, software, design, technology, branding, and other intellectual property associated with the service.
These Terms do not transfer ownership of Refzy intellectual property to you.
Third-party services
Refzy relies on third-party services that may include Google, Stripe, email providers, hosting providers, transcription providers, AI providers, and other infrastructure providers.
Your use of some features may also be subject to the terms and policies of those providers.
We are not responsible for outages, interruptions, or actions caused solely by third-party services outside our reasonable control.
Suspension and account closure
You may stop using Refzy and cancel your account at any time.
We may suspend or terminate access where we reasonably believe:
- these Terms have been violated;
- the service is being misused;
- another person may be at risk;
- fraudulent activity has occurred;
- required payments remain unpaid; or
- suspension is reasonably necessary to protect Refzy, its clients, or its users.
Where reasonably practical, we will provide notice before suspension or termination.
Cancellation or termination does not eliminate payment obligations already incurred.
Disclaimers
Refzy is provided on an “as is” and “as available” basis to the extent permitted by law.
We do not guarantee that the service will always be available, uninterrupted, secure, or error-free.
Refzy does not endorse or verify every statement made by a reference, prospect, or client and is not responsible for statements participants make during conversations.
Limitation of liability
To the fullest extent permitted by law, Refzy will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenue, data, goodwill, or business opportunities arising from use of the service.
To the fullest extent permitted by law, Refzy’s total liability arising out of or relating to the service will not exceed the amount the client paid Refzy during the 12 months immediately preceding the event giving rise to the claim.
Nothing in these Terms excludes liability that cannot legally be excluded or limited.
Indemnification
To the extent permitted by law, clients agree to indemnify and hold Refzy harmless from third-party claims, losses, liabilities, and reasonable expenses arising from:
- information or customer lists supplied by the client;
- the client’s violation of these Terms or applicable law;
- the client’s professional, advertising, privacy, confidentiality, or regulatory obligations; or
- instructions the client gives Refzy regarding its reference program.
Changes to Refzy
We may add, remove, modify, or discontinue features as the service evolves.
We will not make changes intended to materially deprive an active paid client of the core service they purchased without reasonable notice where practicable.
Changes to these Terms
We may update these Terms from time to time.
If we make a material change, we will update the date at the top of this page and provide additional notice where appropriate.
Continued use of Refzy after updated Terms take effect constitutes acceptance of the revised Terms.