Last Updated on March 6, 2025
ACCEPTANCE OF TERMS
The following Terms and Conditions ("Terms") govern the Agreement between You ("User" or "Customer") and Referral OS, owned and operated by Referral OS, LLC. ("Referral OS," "we," "us," or "our"), with a mailing address of PO Box 57236 Salt Lake City, UT 84157. By accessing or using Referral OS, you agree to comply with and be bound by these Terms. If you disagree with any part of these Terms, please do not use the Service.
PAYMENT TERMS
You authorize Referral OS to process the payment method you provide, including credit card or other payment details, for the products or services you purchase ("Program"). You will be automatically enrolled in the payment option you specified at the time of purchase.
You warrant that:
You have the legal right to use any payment method provided.
The information you provide is accurate, complete, and current.
We use a third-party hosted payment processor (Elavon) who meets Payment Application Data Security Standard and PCI Secure Software Standard to facilitate payment and fulfill Purchases. By submitting your information, you authorize us to share it with these third parties in accordance with our Privacy Policy. We reserve the right to refuse or cancel your order for reasons such as:
Product or service availability
Errors in product descriptions or pricing
Suspected fraud or unauthorized transactions
NO RIGHT TO REFUND
Since you will receive access to Referral OS services immediately upon purchase, you understand and agree that all payments are NON-REFUNDABLE. If you decide not to use the Service, you are not entitled to any refund, credit, or transfer of fees to other programs or services.
Earnings and Income Disclaimer
Referral OS provides business strategies, tools, and information. However, individual success depends on various factors, including your skills, knowledge, network, and financial situation. We do not guarantee any particular result or income. Your success depends on your efforts and application of the strategies provided.
Any income statements or examples are estimates only and not guarantees of results. Past performance is not indicative of future success. You accept all risks related to any actions you take based on our content.
AUTO-RENEWAL
Your Subscription to Referral OS will automatically renew at the end of each billing cycle (monthly or annually), unless you notify us in writing at support@referral-os.com at least 30 days before the renewal date that you wish to cancel. You may also cancel your subscription at any time during the Subscription Period. Any such cancellation will take effect at the end of the Subscription Period and will result in your subscription not being extended. You will remain liable for any charges due in relation to the remainder of your Subscription Period and will retain access to your Solutions until the end of the then-current Subscription Period.
You authorize Referral OS to charge your payment method on file for each renewal.
Subscription fees are subject to change, and you will be notified in advance of any changes.
Intellectual Property
Referral OS retains all rights, title, and interest in all intellectual property associated with the Service, including but not limited to:
Trademarks, copyrights, and proprietary content.
Software, logos, design elements, and educational materials.
You are granted a limited, non-exclusive, non-transferable license to use the Service solely for your personal or internal business purposes. You are prohibited from:
Modifying, reproducing, distributing, or selling any content or materials provided by Referral OS.
Sharing your access credentials with anyone else.
User Conduct
You are solely responsible for your behavior and content on Referral OS, including:
Text, files, information, usernames, images, videos, audio, and links.
Not posting infringing, obscene, unlawful, or offensive content.
Not using the Service for illegal activities or violating any laws.
Third-Party Services
Referral OS may include links to third-party websites or services. We are not responsible for the accuracy, legality, or content of any Third-Party Services. We do not assume any liability or responsibility for any Third-Party Services.
Testimonials Disclaimer
Testimonials on Referral OS are real experiences from users but are not necessarily representative of all users' experiences. They are not guarantees of future performance or success. Testimonials are displayed verbatim, except for minor corrections. We are not responsible for the opinions or comments posted in testimonials.
Communications and Messaging
By providing your contact information, you consent to receive communications from Referral OS, including:
Marketing emails, newsletters, and promotional offers.
SMS or MMS messages regarding account updates, deals, and other information.
You may unsubscribe from emails by clicking the "unsubscribe" link in the message. To stop text messages, reply STOP. For assistance, reply HELP or contact us at support@referral-os.com. Opt-out requests will be honored within 10 business days.
Standard message and data rates may apply.
SMS Terms and Conditions
SMS Consent Communication
The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
Types of SMS Communications:
If you have consented to receive text messages from Referral OS, LLC, you may receive messages related to the following (these are just examples; please make sure to provide your own according to the use case(s) selected in the TCR registration):
Appointment reminders
Follow-up messages
Billing inquiries
Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to two (2) to ten (10) SMS messages per week related to your appointments/billing, and follow-ups.
The frequency range will be determined based on the number of automated follow-ups you enter and have requested our services to provide.
Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
Opt-In Method:
You may opt in to receive SMS messages from Referral OS, LLC by submitting an online form or registration.
Opt-Out Method:
You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
Help:
If you are experiencing any issues, you can reply with the keyword “HELP”. Or, you can get help directly from us at support@referral-os.com
Additional Options:
If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
Standard Messaging Disclosures:
Message and data rates may apply.
You can opt out at any time by texting "STOP."
For assistance, text "HELP" or visit our Privacy Policy and Terms and Conditions pages.
Message frequency may vary
Indemnification
You agree to indemnify and hold Referral OS, its officers, directors, employees, and affiliates harmless from any claims, liabilities, damages, losses, or expenses (including legal fees) arising out of:
Your use or misuse of the Service.
Any breach of these Terms.
Any violation of applicable laws or third-party rights.
Limitation of Liability
REFERRAL OS WILL NOT BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES (including loss of business, revenue, profits, or data) arising from your use of the Service.
Our total liability for any claim arising from these Terms will not exceed the amount you paid to Referral OS in the six (6) months preceding the claim.
This limitation of liability applies to the fullest extent permitted by law.
Force Majeure
Referral OS is not liable for any delay or failure to perform its obligations under these Terms due to events beyond its reasonable control, including but not limited to natural disasters, acts of war, terrorism, labor disputes, government actions, and internet disruptions ("Force Majeure Event").
Governing Law
These Terms shall be governed and construed in accordance with the laws of the State of Arizona, without regard to its conflict of law provisions.
Severability
If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions will continue in full force and effect.
Customer's Ownership
Definitions
“Customer Data” refers to any personal information about Your clients and prospective clients that is provided to our platform.
"Personally Identifiable Information" or "PII" refers to any information that can be used to identify, contact, or locate a specific individual, either alone or when combined with other information. PII includes, but is not limited to:
Full name
Home address or physical address
Email address
Phone number
Date of birth
As between You and Us, You will Own all Customer Data. Customer grants to Us the right and license to use the Customer Data solely for the purposes of providing the Services to Customer during the Term and paid subscription time period.
Customer Responsibilities
Customer will obtain all necessary rights, title, interest, authorizations, and consents necessary to obtain, process, store, transmit, disclose, and otherwise use Customer Data in connection with the Services and as otherwise provided in this Agreement, including all rights, title, interest, authorizations, and consents necessary to use any PII that is a part of the Customer Data. Customer will comply with all applicable laws in connection with the use of the Customer Data in connection with the Services. Customer authorizes Referral OS LLC to use Customer Data for the purposes of providing the Services and as otherwise provided in this Agreement and to obtain, process, store, transmit, disclose, and otherwise use PII as a part of the Customer Data in accordance with this Agreement and the Privacy Policy.
License Grant
Definitions
“Applicable Conditions” with respect to any Solution, means the Subscription Period for the Solution, that the Subscription Period automatically extends beyond its Initial Subscription Period, the number and type of Devices the Solution may be installed upon or IP addresses the Solution may be provided for, and other similar terms governing use of that Solution. The Applicable Conditions are specified in the “My Account” section on the Website.
“Device” means any computer, laptop, mobile device, tablet or other computing system running on an operating system which is listed on the Website in the product information section relating to each Solution.
“Initial Subscription Period” for each Solution means a period of twelve (12) months or a period of one (1) month beginning on the date you obtain the Solution.
“Software” means a Solution comprising software intended to be installed on a Device, and shall include any Updates.
"Solution” means a Service or Software provided by us through or via the Website, over the telephone, by email, live chat or otherwise in connection with this Website.
“Subscription Period” with respect to each Solution, means the Payment Terms , Initial Subscription Period together with all Auto Renewal.
“Update” means content or code we deploy to update a Solution, including but not limited to revisions, additions, new releases or versions of Software and any available update provided by us from time to time in connection with a Solution.
We, subject to these Terms of Use, grant you a non-exclusive and non-transferable license to use each Solution you are subscribed to, in each case only during the applicable Subscription Period and in accordance with the Applicable Conditions.
You will not, and will not permit any third party to:
use any license or other authorization number provided by us in connection with any Solution on more than the number of Devices or against more than the number of IP addresses specified by the Applicable Conditions;
disclose any license or authorization number to any party other than to us or our authorized representatives;
circumvent or attempt to circumvent controls on the installation or use of any Solution;
attempt to copy, modify, change, alter, duplicate, create derivative works from, frame, mirror, republish, download, display, transmit, or distribute all or any portion of a Solution in any form or media or by any means; or
attempt to reverse compile, disassemble, translate, reconstruct, transform, extract, reverse engineer or otherwise reduce to human-perceivable form all or any part of the Software;
publish, sell, distribute, broadcast, transmit, communicate, transfer, rent, lease, assign, display, disclose, pledge, share, license or otherwise commercially exploit any Solution;
grant any third party access to or use of any Solution;
access or use any Solution other than in accordance with these Terms of Use;
install any Software on any operating system not supported by us as outlined in the Applicable Conditions;
remove any copyright, trade mark or other proprietary notices from any Software.
We may, from time to time during an applicable Subscription Period and without your separate permission or consent, deploy Updates for any Solution and you may not be able to use the applicable Solution of Device (or certain functions of the Device) until the Update is fully installed. Updates will be deemed part of the Solution for all purposes under these Terms of Use. Updates may include both additions to and removals of particular functionality provided as part of a Solution or may replace it entirely, and the content and functionality of such Updates is at our sole discretion. We may stop supporting a Solution until you have accepted and installed all Solutions. We may in our sole discretion stop providing Updates for any version of the Solution other than the most current version, or Updates supporting use of the Solution in connection with any versions of operating systems and other software with which the Solution is designed to operate.
By using the Solution you:
agree and acknowledge that it is your responsibility at all times to back-up any data, software, information or other files stored on any Device;
confirm that the Solution may include recommendations in relation to: software installation, configuration or updates; operating system updates or configuration; amendments to Device, router, firewall or security settings or configuration; password reset or amendment; or removal, amendment or alteration of data stored on your Devices;
confirm that we may remove and install software, change Device settings and otherwise configure your Devices;
acknowledge and agree that we may run security scans against your Devices;
acknowledge and agree that we may from time to time update any Solution or replace a Solution with another Solution with similar functionality without requesting or obtaining your separate consent;
authorize us to download and install on your Devices software programs that enable us to access and control your Devices remotely; and
acknowledge and agree that we shall not be liable under any circumstances for any damage, loss, alteration or corruption of any data, information, software, files or any Device resulting from your use of the Solutions.
Changes to Terms
Referral OS reserves the right to modify these Terms at any time. The most current version will supersede all previous versions. It is recommended to review the Terms periodically. Continued use of Referral OS after changes are made constitutes acceptance of the new Terms.
Contact Us
For questions, concerns, or feedback regarding these Terms, please contact us at:
Referral OS, LLC. PO Box 57236 Salt Lake City, UT 84157
Email: support@referral-os.com
ENTIRE AGREEMENT
These Terms constitute the entire agreement between you and Referral OS regarding the use of the Service and supersede all prior agreements or understandings, whether written or oral, relating to its subject matter.
